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14. Saving and Loading Projects

Updated 7/16/2026

The Project controls allow you to create, save, and load forest plot projects.

New Project

Use New Project when you want to start a new forest plot.

This is useful when:

  • Starting a new analysis.
  • Clearing the current workspace.
  • Uploading a different CSV file.
  • Resetting the plot configuration.

Save Project

Use Save Project to save the current configuration.

Saved project information may include:

  • Uploaded data setup.
  • Column mappings.
  • Grouping and sorting settings.
  • Visible columns.
  • Plot title and annotations.
  • Legend settings.
  • Theme and canvas settings.

Load Project

Use Load Project to reopen a previously saved project.

After loading a project, review:

  • CSV data.
  • Column mappings.
  • Plot settings.
  • Theme settings.
  • Visible columns.
  • Legends and annotations.

Best Practices

  • Save a project before making major changes.
  • Use clear project names.
  • Save different versions when experimenting with plot designs.
  • Always review a loaded project before using the final output.

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SCREENSHOT: Project panel