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Start Pages

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Each VertiGIS FM product, as well as many modules, have their own start pages (also called a dashboard). You can customize your start page based on the unique needs of your users and your organization, or use the default templates shown on each product's start page. Typically, a start page dashboard includes KPI metrics, charts, object lists, maps, and templates like workflow shortcuts and links.

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Sample Start Page

You can access the start page for a product or module by expanding the product or module in the modules panel and clicking the start page link.

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Start Page Link in Modules Panel

Legacy Start Pages

Each VertiGIS FM product has legacy start page with default templates required for workflows within the product or module. These appear on the start page before you customize your own dashboard.

Legacy sections typically include Actions and Operational Procedures sections, as well as lists of task-based data objects that are assigned to the user signed in to the application.

Refer to the links below for an overview of the contents of each VertiGIS FM product's legacy start page.

Products

VertiGIS FM Buildings start page

VertiGIS FM Energy start page

VertiGIS FM Maintenance start page

Modules

Service Desk start page

Contact Management start page

Document Management start page

If you add a custom dashboard object to the start page, the default sections are no longer shown. You can restore the start page to its default sections at any time by deleting the custom dashboard.

Dashboard Customization

As a system administrator, you can create a customized dashboard for the start page for each VertiGIS FM product and module included in your license. This allows you to create your own dashboard that conveys important information your users, using your own live VertiGIS FM data from any data object and property you specify.

Dashboard objects you can add to your start page include KPI metrics, charts, lists, and maps. You can also add any of the template sections shown on the default start page to your customized dashboard.

When you create a custom dashboard, you can add any of the items below to your start page.

Dashboard Object Presentation Types

Presentation Type

Description

Characteristic Value

A counter that reflects the quantity of a data object (e.g., the number of buildings or devices) in the VertiGIS FM database, or the sum or average of a property with a numeric values across all data objects of a given type (e.g., the total floor area across all buildings in the system).

Chart

A line, bar, or circle (pie) chart that visualizes data associated with a VertiGIS FM data object.

List

A list of data objects of a given type (e.g., devices, buildings, or work orders), with their properties sorted into columns to allow your users to search and filter them on the dashboard.

Map

A VertiGIS Studio web map that has been integrated with your VertiGIS FM environment. You can configure it to display a layer mapped to a data object in VertiGIS FM.

Shortcut

An icon image and text that links to an external application or website.

Template

Default data objects, like Actions, Operational Procedures, and task-based objects associated with the user signed in to VertiGIS FM.

Refer to Dashboard Customization for instructions on how to add custom objects to your dashboard.

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Documentation Version 1.0