Navigate to the portfolio view of Building BI and select Deployment Manager from the left navigation bar.You can also access deployment options directly from a dashboard by opening the three-dot menu on the dashboard and selecting Deploy.
Building BI left navigation showing Deployment Manager at the bottom, with collections and dashboards listed above
Deployment risk: Deployed dashboards retain the data filters, chart configurations, and settings defined on the host building’s dashboard. If the target buildings do not contain the same data, equipment, naming conventions, or configuration, some charts may return errors or no data. Before deploying, confirm that all selected buildings support the dashboard’s requirements.
1
Start a new deployment
Select New Deployment from the deployment list view.
2
Configure the deployment source
Enter a Deployment name and an optional Deployment description. Select the source Building and the Dashboard you want to deploy, then select Next.
Deployment Source step showing name, description, building, and dashboard fields
3
Set dependencies
Select which dependencies to validate against the target buildings. The system checks that each target building has the required data sources and ontology points. If the dashboard has no dependencies, the step displays “No dependencies available.” Select Next to continue.
Set Dependencies step showing a search field and the dependencies validation area
4
Configure canonicals and fields
Select a Canonical Type and Ontology Fields to verify which types and fields are compatible with your target buildings. Use the searchable dropdown to filter canonical types such as cav, vav, ahu, fcu, boiler, chiller, heatPump, pump, and others. This step is optional. Select Next to continue.
Canonicals and Fields step showing the Canonical Types dropdown with device types
5
Select deployment targets
Choose the buildings where the dashboard should be deployed. Use the Deploy To dropdown to search and select specific buildings, or select all buildings in your portfolio. Select Next to continue.
Deployment Target step showing the Deploy To dropdown for selecting target buildings
6
Add collaborators
Add collaborators who can view and edit this deployment. Search for users and select + Add Users to add them. The table shows each collaborator’s name and role. This step is optional. Select Next to continue, or select Deploy Now to skip the remaining steps and deploy immediately.
Collaborators step showing the user search field and collaborators table
7
Add to a collection
Choose a collection to organize the deployed dashboard. Use the Collections dropdown to select an existing collection. This step is optional. Select Next to continue, or select Deploy Now to deploy immediately.
Add to Collection step showing the Collections dropdown
8
Review and deploy
Review the deployment summary. Confirm all settings are correct, then select Deploy.
Open the three-dot menu on a deployment row and select View Details. The Deployment Details panel opens on the right, showing the deployment name, source building, source dashboard, collection, and collaborators. Below the summary, the Manage Deployments section lists all target buildings with the deployer name, deployment timestamp, and icons to open or remove each building.
Deployment Details panel showing deployment summary and the list of target buildings
Open the three-dot menu on a deployment row and select Edit. The Edit Deployment dialog has two tabs: Deployment Details and Deployment Target. Update the deployment name, description, source building, or dashboard on the Details tab. Switch to the Target tab to modify target buildings. Select Update to save your changes.
Edit Deployment dialog showing the Deployment Details tab with name, description, building, and dashboard fields
The Deployment Target tab lets you update where the dashboard is deployed and verify target dependencies. Set the Deploy To field to select buildings, then review Target Dependencies under the Datasources & Metrics and Canonicals & Fields tabs. Buildings are categorized as All Buildings, Compatible, Incompatible, or Partial based on whether they meet the dashboard requirements.
Edit Deployment dialog showing the Deployment Target tab with Deploy To field and Target Dependencies
A predefined view is the portfolio-controlled version of a deployed dashboard. When you publish a new version of the source dashboard, all buildings with the predefined view receive the update automatically.Predefined dashboards display a Predefined chip next to the dashboard name. The status dropdown shows Predefined with a checkmark and provides access to Version History.Filter-only changes on a predefined dashboard do not break sync. Edits beyond filter values unlink that site from the source. Building BI warns before you enter edit mode. Once unlinked into a custom view, that site no longer receives predefined updates until you delete the custom view and revert.
Predefined dashboard showing the Predefined chip and status dropdown with Version History option
A custom view is a locally editable version of a deployed dashboard for a specific site. Custom views are independent of predefined updates — changes to the source dashboard do not affect them.To create a custom view:
Open the predefined dashboard at the target site.
Select Customize Dashboard.
A confirmation dialog appears. Select Yes, publish to publish your custom version. Other dashboards are not affected.
Publish dashboard confirmation dialog when customizing a predefined dashboard
The dashboard displays a Custom chip after customization. You can edit the custom view like any other dashboard, with the full Chart List, edit toolbar, and all styling options available. Use Delete Custom to revert to the predefined version, Save as Draft to save privately, or Publish to push your custom changes live.
Custom view in edit mode showing the Custom chip, Delete Custom button, and Chart List panel
Use custom views only when a specific site requires a layout or data configuration that differs from the portfolio standard. This keeps maintenance overhead low.
Enable Deployment Manager Read/Write under the Building BI module.
Only users with the appropriate role permission can create, edit, or delete deployments. Read-only access allows viewing deployment details without modification.
