Customizing Your Metasys Dashboard

Customizing Your Metasys Dashboard

The Metasys MUI dashboard is your customizable home screen, providing at-a-glance visibility into building performance, alarms, and key metrics.

Dashboard Overview

What is the Dashboard?

The dashboard is the first screen users see after login, featuring:

Element	Purpose
Widgets	Individual data displays
Layout	Arrangement of widgets
Filters	Focus on specific areas
Quick links	Fast navigation to common tasks

Default Dashboard

Out of the box, MUI includes:

• Alarm summary widget
• Weather widget (if configured)
• Energy summary
• Quick navigation links

Dashboard Widgets

Available Widget Types

Widget	Shows
Alarm Summary	Active alarms by priority
Alarm List	Recent alarms with details
Energy	Consumption metrics
Trend Chart	Historical data graph
KPI	Key performance indicators
Space Status	Temperature/comfort overview
Equipment Status	Online/offline/alarm counts
Weather	Current conditions
Schedule	Today's schedule events
Quick Links	Custom navigation buttons

Widget Configuration

Each widget can be customized:

• Title - Custom label
• Data source - What to display
• Time range - For trends/history
• Filters - Limit to specific spaces/equipment
• Refresh rate - How often to update
• Size - Small, medium, large

Creating Custom Dashboards

Step 1: Enter Edit Mode

1. Navigate to Dashboard
2. Click Edit Dashboard (pencil icon)
3. Dashboard enters edit mode

Step 2: Add Widgets

1. Click Add Widget
2. Select widget type
3. Configure widget properties
4. Position on dashboard

Step 3: Arrange Layout

1. Drag widgets to desired position
2. Resize by dragging corners
3. Widgets snap to grid
4. Consider logical groupings

Step 4: Save Dashboard

1. Click Save
2. Name your dashboard (if creating new)
3. Set as default (optional)

Dashboard Examples

Facility Manager Dashboard

Energy Manager Dashboard

Operations Dashboard

Role-Based Dashboards

Creating Dashboards for Different Users

Role	Focus Areas
Facility Manager	Alarms, comfort, energy overview
Energy Manager	Consumption, trends, costs
Maintenance Tech	Equipment status, work orders
Security	Access points, after-hours activity
Executive	KPIs, benchmarks, costs

Assigning Default Dashboards

1. Create role-specific dashboard
2. Go to Administration > User Management
3. Select user or role
4. Assign default dashboard
5. User sees this dashboard on login

Widget Configuration Tips

Alarm Summary Widget

• Filter to show only critical/high priority
• Set refresh rate to 30-60 seconds
• Consider showing counts vs. list

Trend Chart Widget

• Choose meaningful time range (24h, 7d, 30d)
• Limit to 3-4 points per chart
• Use consistent colors for same point types

KPI Widget

• Select metrics that drive action
• Set appropriate targets/thresholds
• Use traffic light colors (green/yellow/red)

Space Status Widget

• Focus on occupied spaces
• Show comfort metrics (temp, humidity)
• Highlight out-of-range conditions

Best Practices

Keep It Simple

• Don't overcrowd the dashboard
• Focus on actionable information
• Use consistent layouts

Consider Your Audience

• What decisions do they make?
• What information do they need?
• How often do they check?

Maintain Performance

• Limit number of widgets
• Use appropriate refresh rates
• Test on target devices

Troubleshooting

Widget Shows No Data

1. Check data source configuration
2. Verify user permissions
3. Confirm equipment is communicating
4. Check filter settings

Dashboard Slow to Load

1. Reduce number of widgets
2. Increase refresh intervals
3. Simplify trend queries
4. Check network connectivity