Dashboard Configuration Including New 2024 SetUp and View

This guide will show you how to navigate, create and edit your Dashboard panels and tabs to optimize your unique work-flow needs.

Permissions:

The first step to configuring your dashboard is to make sure that you have permission to access the Dashboard Administration page. 

To do this, check with your CMS Administrator to give you the appropriate access or follow these steps:

First login to your CMS page and click the “App Selector”  button at the top, right corner of the screen

and open the Admin Console.

Next, Under the  module, click the “Roles” option.  From this screen click the edit pencil  next to your role.  (For this example, I’m going to use the role of Admin)

Then, from this modal you will click the button.

Lastly, under the  list, make sure that the “Dashboard Admin” checkbox is filled in like below. 

This checkbox allows you to access the Dashboard Administration setup to configure and customize your Dashboard.

Customize Your Dashboard

Creating New Tabs

Login to your CMS Dashboard and click the  icon in the top, right corner, then click “Dashboard Administration.”

This will open the Dashboard Tab Library.  These are all tabs created by you, or other users, that can be applied to any Dashboard.  When creating a new tab it is important to assign a unique name that you will remember and is relevant to the information being displayed.

To create a new tab click the  button on the right of the menu bar. 

First, fill in the required fields:

Tab Name – This is the name that will appear on your Dashboard.

AND Description – this can be a brief overview of the information displayed by this tab.  “Work Order Assigned to Mike, Pending WOs, and Labor Charges.”  The description will only be visible in the configuration screens, NOT on the Dashboard.

By clicking the  button, custom headers and footers can be added to the Dashboard Tabs.  These are NOT required fields.

SAVE the Tab. 

Add Panels:

You can now add Panels to the tab .  

Fill in the required fields:

Title – this will appear in the header of the Panel

Panel Size - select the size of the panel.  

Panel Type – select the information you would like displayed on the Panel. 

Available Options are:

• Labor Charge – shows your Labor Charges
• Predefined Charts
  • Active Unscheduled WO by Assignment
  • PM % Completion Current Month
  • PM % Completion Last Month
  • Unscheduled WO – Avg days Open
  • WO by Trade – Days Open > 5
• Predefined Grids
  • My Projects
  • My Reports
  • My Work Orders
  • Notes
  • Pending Work Orders
  • Scheduled Work Orders
  • Unscheduled Work Orders
  • Work Order Assignment Summary
• Predefined Reports
  • Daily Service Call Backlog
  • Dashboard (Select Element)
  • My Daily Time Charges
  • My Time Charges for last 7 days
  • Time Charges for Last 7 Days (all users)
  • PM Completion for Last Month (Pie Chart)
  • PM Completion for this Month (Pie Chart)
  • PM Forecast Summary for Users Trade
  • PMs Last Month
  • PMs This Month
  • Work Orders Open Greater Than 28 Days
  • Work Orders Open Greater Than 28 Days with Notes
• Saved Search – Assets – use your Private or any Public saved searches and views from the Assets module, see results displayed on the Dashboard Panel
• Saved Search – Materials Requisitions - use your Private or any Public saved searches and views from the Materials Requisitions module, see results displayed on the Dashboard Panel
• Saved Searches – Projects - use your Private or any Public saved searches and views from the Projects module, see results displayed on the Dashboard Panel
• Saved Search – Work Orders – use your Private or any Public saved searches and views from the Work Orders module, see results displayed on the Dashboard Panel

*CMS New Dashboard Guide

The functionality you all know and love remains, but we’ve enhanced our Dashboard functionality to include more interactive graphs, charts, and counters as well as enhanced the Dashboard Set Up.

Here’s what’s new:

• Enhanced Visuals: You’ll now find interactive bar charts, pie charts, and counter boxes for better data visualization and drill down capability.
• Preview: While you are configuring your Dashboard, get a sneak peek with our Dashboard preview view. No more back and forth. See it as you build it!
• Saved Search/View: We’ve made it easier to create and/or edit saved searches and views all from the Dashboard set up. No more back and forth. Configure all in one place!
• Grouping Enhancements: New ability to group data by set time parameters for searches/views. This can be done directly on the fly in your Work Order list view and/or it can be set up as a default at the Saved View level. The great thing is this will all translate over to your graph and charts in the new Dashboard view!
• Auto Scrolling: Set up and enjoy auto scroll capabilities for shop dash views.
• Export: Need to share results? Export your CMS Dashboard to a PDF.

CMS Saved Views: Important!

The magic of the Dashboard is all in the groupings to allow the display of information in listings, bar, or pie charts.

Enhanced Visuals

Bar Chart icon  and View                                                    

Hover your mouse over a specific bar for more information. or click to drill down into the data.

Pie Chart icon  and View

Hover your mouse over a specific pie slice for more information or click to drill down into the data.

"Bean" Counter View

Display specific counts and apply color codes to represent important status.

New CMS Dashboard Administration and Set Up View

Click on the Gear icon  and select the “Dashboard Admin” link.

New CMS Dashboard Tab/Panel Configuration

Edit Existing CMS Dashboards to Enable New Graph Features

 Click on the pencil icon to edit an existing Dashboard to set up default graph views.

The Panel Configuration is now on the right of the screen and updates to the Dashboard can be previewed as changes are made. To implement a newly Grouped View:

• Select a “Saved View” that includes a Grouped field.
• Select the default “Display As”: Table | Bar Chart | Pie Chart.
• Click on the “Update” button.
• Update any other Panels using the above process, then click on the “Save” button.
• The Dashboard Panel will now display the data in the default “Display As” mode.

Create New CMS Dashboards

Click on the plus button to create a new Dashboard to set up default graph views.

The Panel Configuration is again now on the right of the screen and updates to the Dashboard can be previewed as changes are made. Some new capabilities:

• Setting up a default “Display As”. You now can select from bar charts, pie charts, and counter boxes for better data visualization of your Saved Searches and Grouped Saved Views.
• New smaller Panel size optimized for graphs and charts.
• Preview: While you are configuring your Dashboard, you now can preview the size of the panel with content so you can assess if that is how you want your panel to look. (yes, without going back and forth)
• Saved Search/View: We’ve made it easier to create and/or edit Saved Searches and Saved Views all from the Dashboard set up. (Again, no more back and forth)
• Counter: Display specific counts and apply color codes to represent important status.
• Auto Scrolling: Set up auto scroll capabilities for shop dash views. When your Dashboard is live, you can display it in the shop to auto scroll through each panel so your teams can see and stay informed of shop level data.

CMS Dashboard Panel Options “On the Fly"

Even though you may have set up a Dashboard panel to display as a list, you can always group a column on the fly to then enable the ability to see the data in a graph view!

This is the listing icon   and View. By clicking on the Field heading  or Group  icon, the listing can be grouped or ungrouped.

Summary

We are excited about the improvements that we hope create a whole new user experience in not only viewing FSI Dashboards, but also in the administration and set up of the Dashboards.

Much appreciation for those that have provided feedback on Dashboards and those that

participated with FSI’s Early Adopter Program.

Transform your original Dashboard from this…

To this!

Order/Placement of Panels:

Once you have you Panels created, you can reorder them by clicking the Title bar of the Panel and dragging it to the desired position.  *NOTE:  the other Panels will re-order automatically.

Assigning A Tab to Your Dashboard

Now that you have created your Dashboard Tabs, you will need to add them to your Dashboard for them to be shown when logged in.

From the Dashboard Tab Library click the blue silhouette  on the menu bar.  This will open the Users Dashboard page.

First, locate your Dashboard by scrolling through the available Dashboard OR by using the Type to Filter at the top of the page. 

Click the pencil to open the Dashboard edit screen.  From this screen you can Add new Tabs and/or Delete existing Tabs from your Dashboard. 

*NOTE: Individual Panels can NOT be edited from the User Dashboard page.

Next, click the  button to open a modal with the list of available Tabs to select from.

Then, select the Tab you would like added to your Dashboard page.  For this example, I am selecting “Mikes’ Pending WOs.”

After selecting the Tab, the page will refresh and the Tab will now show in the Tab options at the top of the page.

Tabs can be re-ordered by clicking and dragging the Tabs to the desired order.  Tabs will re-order automatically after a change has been made. 

Lastly, and always, SAVE the page.  After saving the Tab changes will be available by returning to the Dashboard screen.  After making changes it is always recommended to logout and log back in.

Revised/Reviewed: June 2024