Add and Update Project/Shell Templates with Visualizations

From the Company Workspace tab, Company Administrators can create and publish visualizations from the Visualizations log of project/shell templates and then deploy the published visualizations to individual projects/shells.

To access the Visualizations log of a project/shell template:

Sign in to Unifier with company administration credentials.
Click the Company Workspace tab and switch to Admin mode.
In the left Navigator, select Templates, and then select Projects.
In the Project Templates log (right pane), click to select a project template.
From the gear menu (), select Open to open a project template.
Under the opened project/shell template node in the left Navigator, select Setup and then select Visualizations.
Perform any of the following actions:
- Click Create to add visualizations in the project/shell template; proceed as outlined in Create Visualizations in Projects/Shells.
- Click Duplicate to efficiently create similar visualizations that can be modified as needed; proceed as outlined in Duplicate Visualizations in Projects/Shells.
- Click Delete to delete visualizations from a project/shell template; proceed as outlined in Delete Visualizations in Projects/Shells.
- Edit a visualization to make changes; proceed as outlined in Edit Visualizations in Projects/Shells.
- Modify visualization properties; proceed as outlined in Edit Visualization Properties.
- Manage user/group permissions for specific visualizations; proceed as outlined in Manage User/Group Permissions for Specific Visualizations.
- View and/or download the audit log of visualization; proceed as outlined in View and Export the Visualizations Audit Log From Projects/Shells.
Make changes as needed to finalize the visualizations in a project/shell template.
From the Update menu, select any of the following menu options to update projects/shells with visualizations created in this project/shell template:
- Select Shells to update only selected shells with visualizations. For more information, see Update Specific Projects/Shells with Visualizations From Project/Shell Template.
- Select All Shells to update all shells with visualizations. For more information, see Update All Projects/Shells with Visualizations From a Project/Shell Template.
- Select Shell Templates to update selected shell templates with visualizations. For more information, see Update Selected Project/Shell Templates with Visualizations.
- Select All Shell Templates to update all shell templates with visualizations. For more information, see Update All Shell Templates with Visualizations.
- Select History to update the job history of projects/shells that were populated with visualizations through project/shell templates. For more information, see Update the History Log Across Shell Templates.

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