Dashboards

The portfolio at a glance - condition, risk, costs, work volume, lifecycle forecasts, and level-of-service, sliceable by site and system.

The dashboard is where the registry pays off: live analytics over everything the platform knows, organized into focused tabs instead of one wall of widgets.

The tabs

Which tabs you see depends on role and plan: Work orders and Performance are visible from Staff up; the rest - including Projects, Contracts, and Level of service - require Manager or above. Several tabs are additionally plan-gated (Infrastructure, Budget, Projects, Level of service, and the intelligence tabs: Assets, Lifecycle, Risk).

Members assigned to the Infrastructure workspace see a shorter list, and the tabs they do see are keyed to linear assets rather than buildings - so the Work orders tab groups work by feature, network and feature class instead of by site, building and system.

There is no global filter bar - each chart carries its own filters (site, building, time range), and some remember your last selection.

When your organization manages infrastructure and your workspace covers both, the Work orders, Team, Compliance, Expenses, Lifecycle, Risk, Projects and Contracts tabs open their filter panel with a Show control: Facilities & Infrastructure, Facilities or Infrastructure. It is remembered per tab. On Risk, the combined view adds both estates into the cards and the matrix - they score on the same CoF × LoF scale - and shows the concentration and ranking for each estate separately. On Expenses, the combined view adds both estates' spend into the cards, the monthly chart and the category breakdown, and ranks the ten most expensive assets and features in one list. On Work orders and Team, a work order is infrastructure work when it names an infrastructure feature, and the team is the people assigned to the work shown; the open, high-priority and overdue trends compare against last month's organization-wide snapshot, so they show only on the combined view. On Compliance, an item counts as infrastructure when one of its PM schedules covers a feature, and as facilities when it has no schedule or one that does not, so an item covered by both kinds shows under both. On Projects and Contracts, a record filed under one workspace shows under that estate, and a project filed as shared shows under both. Picking Infrastructure clears the site, building and system filters, because network features are not attached to a facility site, and hides them on Lifecycle. On Projects and Contracts it swaps them for a Network filter: a project matches a network it is linked to directly or through its features, and a contract matches the networks it covers. The Contracts expiry list then shows each contract's network instead of its site. The Budget tab has its own workspace switcher, since a workspace there is also the funding envelope you edit.

Reading the key views

• Stat cards - total assets, assets in Critical condition (a score below 40), average condition, and assets past 85% of their service life. Average condition counts only assets that have a score: an asset nobody has assessed is unknown, not in Critical condition, so it is left out rather than averaged in as zero, and the card says how many of your assets the average covers (15 of 1,020 assets assessed). On the Work orders side, High priority counts every work order marked High or Urgent, open or completed, and Overdue counts open work orders past their due date. Month boundaries use your organization's time zone.
• FCI and depreciation gauges - one per site, building, system class and system group, with a drill-down to the assets behind each figure. A gauge whose group has too few dated assets shows why instead of an FCI (how FCI is computed).
• Condition distribution - the portfolio histogram. Watch the shape drift over quarters, not individual assets.
• Lifecycle forecast - replacement value coming due per year, from install dates and useful lives. This is the chart that starts reserve-fund conversations; Lifecycle & funding covers it in depth, and the replacement planner is where those conversations get modeled.
• Risk concentration - the CoF × LoF matrix, with drill-through to the assets and infrastructure features in each cell (the 200 highest-risk of each when a cell holds more), and the risk ranking below it, fifty a page. The ranking's Excel download covers every asset matching its search and filter, not only the page on screen.
• FCI trend - captured over time per site and building (how it's computed).
• Work distribution - on the Work orders tab, open work bucketed by one dimension at a time. In Facilities that is location, asset, system class, system group or work category; in Infrastructure it is feature, network, feature class or work category. A work order counts in every bucket it touches, so the bars deliberately add up to more than the work-order count - read them against each other, not as a total.
• Infrastructure FCI forecasts - by network, category and feature class, each with a dashed Planner line showing where the curve goes once your scheduled replacements are carried out. The line appears only when something is scheduled, and only for the combined estate or a single group in focus.

Snapshots

Key dashboard metrics are captured as snapshots by an automatic monthly job, and refreshed at most once a day while people use the dashboard - no one has to remember to press a button. Each capture also records every site's FCI, which is what the FCI trend and the industry benchmark read. Snapshots use the same rules as the live cards, so last month's figure and today's are comparable. Snapshots are retrievable later and via the API (dashboard:read). Useful for board packages: "as of June 30" stays as of June 30.

Guided tours

Most dashboard tabs include a built-in guided tour (look for the tour prompt on first visit) that walks through each chart's meaning - useful when rolling the dashboard out to managers who weren't part of the setup.