Access the Visualizations Log in a Project/Shell (Admin Mode)
Project/Shell Administrators must have the permission to Setup visualizations to perform administration tasks in a project/shell and access the Visualizations log from the left Navigator. For more information on setting up this permission, see Enable Permission to Administer Visualizations in Projects/Shells.
To access the Visualizations log in the project/shell (Admin mode):
- Sign in to Unifier with project/shell administration credentials.
- Click the specific project/shell tab and switch to Admin mode. For example, click a tab called Vision Corporation.
- In the left Navigator, select Setup, and then select Visualizations.
In the Visualizations log (right pane), the following information is displayed for each visualization:
- Name: Name of the visualization. For example, a visualization called RFI Summary.
- Description: (Optional) A short statement that outlines the purpose of the visualization.
- Location: (Optional) The location of the visualization in the left Navigator in the User mode.
If a location is specified, the visualization displays under the selected business process node in the User mode. For example, the Visualizations node displays under the Contracts business process node.
(Default) If a location is not specified, the visualization displays under the Visualizations node in the User mode.
- Last Modified Date: The most recent date that the visualization was modified.
- Last Modified By: The name of the user who last modified the visualization.
- Action: From the Action (
) menu select any of the following menu options to perform the corresponding task:
- Edit Properties: Select to Edit Visualization Properties.
- Permissions: Select to Add Users and Groups For Specific Visualizations.
- Audit Log: Select to view the View and Export the Visualizations Audit Log From Projects/Shells.
- (Optional) To focus on a subset of visualizations displayed in the Visualizations log (right pane), select any of the following search filters:
- Location: Select this filter to focus on visualizations in a specific location or node. For example, visualizations in the Contracts business process node.
- Last Modified Date: Select this filter and enter a date range to select only those visualizations that were last modified in the selected dates.
- Last Modified By: Select this filter to focus on visualizations modified by a specific user.
Click Remove (X) to remove the filter from the Search bar.
As Project/Shell Administrators, you can also perform the following tasks from the Visualizations log:
- Add Users and Groups For Specific Visualizations
- Create Visualizations in Projects/Shells
- Duplicate Visualizations in Projects/Shells
- Edit Visualization Properties
- Delete Visualizations in Projects/Shells
Related Topics
Administer Visualizations in Projects/Shells
Enable Permission to Administer Visualizations in Projects/Shells
Enable View Permission For Visualizations in Projects/Shells
Create Visualizations in Projects/Shells
Edit Visualizations in Projects/Shells
Duplicate Visualizations in Projects/Shells
Delete Visualizations in Projects/Shells
Manage User/Group Permissions for Specific Visualizations
View and Export the Visualizations Audit Log From Projects/Shells
Last Published Friday, April 11, 2025