My Saved Work stores all your saved maps, tables, 3-layer maps, uploaded and shared datasets, and downloaded datasets in one location. My Saved Work allow users to organize saved items by folders within each feature or by projects which can combine saved work from all features.
Reopening a saved item will automatically open with the most recent updated dataset. Reports and Downloaded Data will save a copy of the data for the period it was created as a PDF or CSV.
My Saved Work will now appear on top of any page you are on.
My Projects on the bottom left allows users to create a folder which can hold saved items from all features on PolicyMap. Put your saved maps, tables, reports, custom regions, and even uploaded datasets into a project.
Use the plus symbol to create new projects
and the ellipsis button to edit the name or delete a project.
Select a section to display the list of saved work. Once opened, you will have action buttons on top and the ability to search for saved work within the section.
The New Folder button will create a folder within the feature. Searching will search within the section selected. After selecting a saved item(s) form the checkboxes on the left, the options to Delete, Copy, and Move are activated.
Delete will permanently delete the selected item(s) from your account.
Copy will make a copy of the selected item(s) and place the copy in a folder or project.
Move will move the selected item(s) into a folder or project and removing it from the saved section.
Users can select the folder or project from the section and confirm the action to move or copy. Users can also simply drag and drop selected item(s) into a folder or project.
Each section has its own icon to identify the type of saved item it is. This is helpful in your project folders, which can store items saved from any section in My Saved Work. Please note, selected items can only be copied or moved within each section or to a project. For example, users cannot move a saved map to a tables folder.
Finally, the ellipsis button will have all available actions for each item; Open, Rename, Delete, Copy, Move. Some saved items will have additional actions; Custom Regions will have the ability to Share and Downloaded Data will give the option to download the CSV file.
To read a full guide on all features on PolicyMap, please look at our Primer available here.