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Save, edit, and delete custom layers

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Manage your custom layers in PVcase Prospect easily and efficiently. Save new custom layers, edit their names and visibility, or delete them when they’re no longer needed. Follow these steps to keep your project layers organized and current.

 

Save an unsaved layer

Permanently save your imported custom layers so that they are always available to you and your colleagues.

The three-dot menu next to the layer in the Unsaved Layer section of the Layer Catalog includes the following options:

  • Save layer to Project
  • Save layer to Team
  • Save layer to Company Portfolio
Prospect_Projects_Import-data_Custom_Save-edit_01.png

Choosing one of these save options makes the layer permanently available in the Layer Catalog, appearing in different sections of the catalog based on whether you saved the layer to the project, team, or company portfolio.

The three-dot menu is contextual, which means that you're saving to the Project, Team, or Company Portfolio you are currently using. If you are currently in Portfolio View, which lacks context for a specific project, Save Layer to Project is not an available option.

Save Layer to Project (or parcel)

This will save the layer so that it's visible in your company's layer catalog for that specific project only (or that specific parcel only).

Prospect_Projects_Import-data_Custom_Save-edit_02.png

Save Layer to Team

This will save the layer so that it's visible in your company's layer catalog for that specific US state or country team you were using at the time of saving the layer.

Prospect_Projects_Import-data_Custom_Save-edit_03.png

Save Layer to Company Portfolio

This will save the layer so that its visible both in the Portfolio View layer catalog and in the layer catalog for any project, regardless of the state or country team the project belongs to.

Prospect_Projects_Import-data_Custom_Save-edit_04.png

 

Edit details about a saved layer

Edit metadata details about the saved layer, including data about any vendor or 3rd-party studies that you want to manage in the app.

  • Layer Name
  • Description
  • Data Category
  • Vendor/Source Name
  • Source URL
Prospect_Projects_Import-data_Custom_Save-edit_05.png

 

Delete a custom layer from the Layer catalog

  • Open the Layer catalog
  • Find the layer in the menu
  • Click on the three-dot menu to the right of the layer name
  • Click Delete Layer

 

 

 

 

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