Dashboard templates

Last modified: 2026-10-14

Manage various templates to use them on your asset’s dashboards.

About dashboard templates

Dashboard templates define a reusable dashboard layout. This reduces configuration effort and helps you standardize how information is presented on every asset’s dashboard across your portfolio. Once created, the templates can be applied to dashboards of multiple assets and updated centrally when requirements change.

Dashboard templates also serve as the basis for report templates, which in turn are the basis for reports.

Create a dashboard template

Prerequisites

• You are the organization owner or an admin.

Steps

1. In platform view, select Manage [organization] > Dashboard templates.

2. Select +New template.

3. Give the dashboard template a Name and add a Description if desired.

4. Select Save and add widgets.

5. In the next window, select +Add widget and select the desired widget from the appearing overview. See also Types of dashboard widgets.

6. Depending on the widget you select, different settings may be required in the next window:

   • Enter the required specifications.

   • Select a Width from the dropdown. This adjusts how the widget’s size is displayed on the final dashboard and in reports.

   • Select the Scope that should apply when displaying the widget on the asset’s dashboard:

     • This asset only: Only data from the asset that is selected in the side bar is displayed.

     • This asset and sub-assets: Data from the selected asset in the side bar and all its sub-assets is displayed.

     • Sub-assets only: Only data from all sub-assets of the selected asset in the side bar is displayed, excluding the selected asset itself.

7. Select Save.

8. Add additional widgets to the dashboard template if desired.

9. Select Finish.

The template appears in the dashboard templates overview, and you can select it when choosing a dashboard for an asset, see also Dashboard and widgets, or if you create a report template, see Create a report template.

Manage existing dashboard templates

Prerequisites

• You are the organization owner or an admin.

Steps

1. In platform view, select Manage [organization] > Dashboard templates.

2. Hover over a dashboard template in the overview and select More options to

• • Edit basic data, such as name and description

  • Edit widgets for this template

  • Mark as default template to display the template by default for each asset.

  • Duplicate a dashboard template

  • Delete a dashboard template

Last updated: November 04, 2026