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):

  1. Sign in to Unifier with project/shell administration credentials.
  2. Click the specific project/shell tab and switch to Admin mode. For example, click a tab called Vision Corporation.
  3. 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:
  4. (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:

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

Edit Visualization Properties

Manage User/Group Permissions for Specific Visualizations

View and Export the Visualizations Audit Log From Projects/Shells



Last Published Friday, April 11, 2025