Dartmouth

Planonsoftware

Microsoft Power BI

Powerbi

Campus Services Technology Services, working with leadership, have developed and maintain several reporting dashboards to help Facilities users make data-driven decisions using Planon data.

Most users will access the dashboard through Planon using conveniently placed links saved in the navigation panel.  

Accessing PowerBi Dashboards through Planon

Users with existing access may also access reports directly from the web using the links below:

If you are unable to open the dashboard please reach out to Campus Services Technology Services <

Help documents and user guides specifically for Power BI reporting dashboards accessed through Planon.

Using the FO&M Dashboard report

Using the FO&M Timecard Dashboard 

Accessing Order Details Using PowerBi Drill-Through in the FO&M Dashboard

How to Add Personal Bookmarks to the FO&M Dashboard

How To Export Data From the FO&M Dashboard

Help documents and user guides for the tasks specifically required of maintenance users when using Planon and the Planon Live mobile app can be found here:

Maintenance Dashboard User Guides for Facilities

This guide provides a straightforward, step-by-step process for exporting data from the FO&M Dashboard, making it a valuable resource for users seeking to efficiently manage and utilize their data. By following the outlined instructions, users can easily retrieve specific datasets.

This guide provides Supervisors with a straightforward method for accessing PowerBi Dashboards through Planon.

This guide is essential for anyone looking to efficiently access and analyze order details within the FO&M Dashboard. It provides step-by-step instructions for navigating the interface, applying filters, and using the drill-through feature to obtain comprehensive insights on specific orders.

This guide offers a straightforward method for customizing and enhancing your experience with the Power BI Dashboard by allowing you to create personal bookmarks tailored to your specific needs. By following the steps outlined, users can easily set up default views that streamline their workflow and improve accessibility to frequently used filters.

This guide offers a comprehensive overview of how to effectively utilize the FO&M Dashboard in Planon, highlighting key features such as data filtering, KPI metrics, and data drill-down capabilities. By understanding how to navigate and interpret the dashboard, users can gain valuable insights into their team's performance, track key orders, and make informed decisions.

This guide provides essential steps for accessing and navigating the Weekly Timecard Dashboard, making it easier for supervisors to manage employee timecards. It highlights key features, such as visual indicators for hours worked and options for filtering and exporting data.

Maintenance Dashboard User Guides for Facilities

About PowerBI Dashboards

Accessing Dashboards

Accessing PowerBi Dashboards through Planon

Using the Dashboards

Using the FO&M Dashboard report

Using the FO&M Timecard Dashboard

Accessing Order Details Using PowerBi Drill-Through in the FO&M Dashboard

Modifying and Customizing the Dashboards

How to Add Personal Bookmarks to the FO&M Dashboard

How To Export Data From the FO&M Dashboard

Additional Help