Standard dashboards are pre-configured, uneditable dashboards that are automatically created by Atrius for your portfolio and every building, tenant, and project.
👍 This article will help you:
Understand the types of standard dashboards created for each dashboard scope
Learn how standard dashboards are pre-configured with existing data by Atrius
Dashboard scope
A dashboard's scope determines where in Atrius it will be revealed. Standard dashboards are automatically created for each of the following scopes:
Scope | Description |
Portfolio | The dashboard will appear on the Atrius homepage. |
Building or Tenant | The dashboard will appear for a specific building or tenant. |
Project | The dashboard will appear for a specific project in a building. |
Portfolio
The portfolio-scope standard dashboard appears on the Atrius homepage, titled "[Your Organization Name] Overview". The following cards are included:
Building Summary card displaying consumption/production for each point type across all buildings over the last 12 months
Portfolio Comparisons card displaying electricity use across all building types over the last 12 months
Portfolio Trends cards displaying consumption/production for each point type across all buildings over the last 12 months
Above: Portfolio-scope standard dashboard on the Atrius homepage
The dashboard shows available data from points with Scope set to Whole building. If a building has both a Whole building point and a Whole building bill point for the selected point type, the point will be used.
To create a new version of this dashboard that you can edit, go to Actions > Duplicate dashboard.
📘 Changing the default dashboard for the portfolio
To set a standard or custom dashboard to be the default dashboard on the Atrius homepage, go to Settings > Organization Settings > Homepage default dashboard.
Individual users may change the default dashboard by selecting a different one from the Dashboard dropdown menu. Only that user will notice the change; each user has independent control over the default dashboard that displays. Once they have changed it for themselves, the Homepage default dashboard setting will no longer affect that user, now or in the future.
Building
The building-scope standard dashboard appears on a building's Dashboards tab, titled "[Your Building Name] Overview". The following cards are included:
Building Profile card displaying building profile information
Building Summary card displaying consumption/production for each Whole building point type in the building over the last 12 months
Building Trends cards displaying consumption/production for each Whole building point type in the building over the last 12 months
Above: Building-scope standard dashboard on a building's Dashboards tab
The dashboard shows available data from points with Scope set to Whole building. If a building has both Whole building points and Whole building bill points, the points will be used.
To create a new version of this dashboard that you can edit, go to Actions > Duplicate dashboard.
📘 Changing the default dashboard for a building
To set a standard or custom dashboard to be the default dashboard on a building's Dashboards tab, go to the building's Profile tab, then select a dashboard from the Default dashboard dropdown menu.
Tenant
The tenant-scope standard dashboard appears on a tenant's Dashboards tab, titled "[Your Tenant Name] Overview". The following cards are included:
Tenant Profile card displaying tenant profile information
Tenant Summary card displaying consumption/production for each point type over the last 12 months
Tenant Comparisons card displaying electricity use across each building space occupied by the tenant over the last 12 months
Tenant Trends card displaying consumption/production for each point type over the last 12 months
Tenant Cost Table card displaying consumption and cost across each building space occupied by the tenant over the last 12 months
Above: Tenant-scope standard dashboard on a tenant's Dashboards tab
To create a new version of this dashboard that you can edit, go to Actions > Duplicate dashboard.
📘 Changing the default dashboard for a tenant
To set a standard or custom dashboard to be the default dashboard on a tenant's Dashboards tab, select the 'Edit this tenant' button, then select a dashboard from the Default dashboard dropdown menu.
Project
The project-scope standard dashboard appears on a project's Dashboards tab, titled "[Your Project Name] Overview". The following cards are included:
Project Profile card displaying project profile information
Building Trends cards displaying consumption/production and the project baseline for each Whole building or Sub-point point type in the project over the entire baseline seed, implementation, and performance period
Building Heat Map cards displaying consumption/production for each Whole building or Sub-point point type in the project over the last 6 months
Above: Project-scope standard dashboard on a project's Dashboards tab
The dashboard shows available data from points with Scope set to Whole building or Sub-point. If a building has both Whole building points and Whole building bill points, the points will be used.
To create a new version of this dashboard that you can edit, go to Actions > Duplicate dashboard.
📘 Changing the default dashboard for a project
To set a standard or custom dashboard to be the default dashboard on a project's Dashboards tab, go to the project's Profile tab, then select a dashboard from the Default dashboard dropdown menu.
Troubleshooting
Problem | Solution |
My building data aren't showing up on the standard dashboard. | The dashboard shows available data from points with Scope set to Whole building. Make sure that the building has a Whole building point for each point type. If the building has both Whole building points and bill points, the points will be used. |
My standard dashboard isn’t refreshing. | The dashboard will automatically refresh every 30 minutes. Please contact Customer Support if you believe the dashboard is not automatically refreshing. |