How to Edit an Existing Project?
Editing an existing project in PointView is a straightforward process that allows you to update visualizations, change settings, or modify the data structure. Follow the steps below to make changes to your project.
- Locate the Project to Edit
Go to the PointView admin panel, where you’ll find all the visualizations you’ve created under the “Your Projects” section. Here, you can select the project you want to edit. - Choose the Edit Option
Each project has a dropdown menu labeled “Options”. Click this menu to see a list of available actions:- “Manage Project” – Select this option to change the project name, edit the table structure, or personalize the visualization’s appearance. Clicking this option will take you to the project management view.
- “Edit Sections” – Use this option to modify specific elements of the project, such as sections, interactive areas, images, or table data. This option takes you to the project editing view, where you can freely create, delete, or modify individual elements.
- “Delete Project” – This option allows you to completely delete the project if it’s no longer needed.
- “Copy Shortcode” – Clicking this option lets you copy the shortcode to publish the project on your website.
- Navigating Between Management and Editing Views
- From the Project Editing View to the Project Management View: If you are in the editing view and wish to return to project management, click the “Manage Project” button located in the top navigation menu.
- From the Project Management View to the Editing View: To switch from project management to editing, click the “Go to Section Editing” button at the bottom right of the management view.
- Returning to the Admin Panel
From the editing or management views, you can return to the main admin panel, where all your projects are listed, by clicking “Back to Projects”. This button is available in the top navigation menu and at the bottom of the view.
By following these simple steps, you can easily edit, update, and customize your projects in PointView, ensuring they stay current and perfectly aligned with the needs of your investment.
Editing projects in PointView allows you to make real-time changes and adjust visualizations to meet current requirements. Whether you need to rename a project, modify the table structure, or adjust the appearance, PointView gives you full control over every aspect of your visualization.