> ## Documentation Index
> Fetch the complete documentation index at: https://documentation.kodelabs.com/llms.txt
> Use this file to discover all available pages before exploring further.

# Template types

> Compare Building BI collection, dashboard, page, and chart templates, including scope, sharing, and Building Data Hub dependencies.

Use [Templates](/products/building-bi/templates) for create and apply steps. For parity across sites, use the [Deployment manager](/products/building-bi/deployment-manager) instead. See [Templating vs deployment](/products/building-bi/concepts/templating-vs-deployment).

## Scope

| Level         | Owned by                        | Edited by                       | Visible to                    |
| ------------- | ------------------------------- | ------------------------------- | ----------------------------- |
| KODE / Global | KODE Labs                       | KODE Admins only                | Every workspace (read-only)   |
| Organization  | Organization or channel partner | Org Admins, or Manage Templates | Everyone in that organization |

| Action                               | Org Admin / Manage Templates | KODE Admin |
| ------------------------------------ | :--------------------------: | :--------: |
| Create, edit, delete org template    |              Yes             |     Yes    |
| Create, edit, delete global template |               —              |     Yes    |
| Use, share, or import                |              Yes             |     Yes    |

## Object types

| Type       | Captures                                      | Saved under                     | Used from                                       |
| ---------- | --------------------------------------------- | ------------------------------- | ----------------------------------------------- |
| Collection | A group of dashboards                         | Organization Templates          | Templates → Collection Templates                |
| Dashboard  | One dashboard                                 | Organization Templates          | Templates → Dashboards                          |
| Chart      | One widget                                    | Charts – Organization Templates | Edit mode → Chart Library                       |
| Page       | One page (widgets, layout, filters, settings) | Page Templates / Pages tab      | Inserts at end of the current dashboard's pages |

Page templates require Can Edit. Card ⋮ menu supports Edit, Export (24-hour link), and Delete. Import auto-detects `page` type.

## Share and import

| Action         | Details                                                                                  |
| -------------- | ---------------------------------------------------------------------------------------- |
| Share / Export | ⋮ → Share Template. Secure URL expires after **24 hours**.                               |
| Import         | Templates page → Import. Clones into Organization Templates with full local edit rights. |

## Building Data Hub dependencies

Some templates need Building Data Hub pipelines.

| Step             | Detail                                                                                                           |
| ---------------- | ---------------------------------------------------------------------------------------------------------------- |
| Set Dependencies | On save: data sources (required), pipelines (required for BDH metrics), canonical and ontology fields (optional) |
| Dependency Map   | Collections schedule a shared pipeline once                                                                      |
| Enable           | Side sheet lists pipelines; Enable opens Building Data Hub with scheduling pre-filled                            |

Portfolio dashboard template use prompts for a [timezone](/products/building-bi/reference/timezone-configuration) (UTC if omitted). Building-level dashboards inherit the building timezone.

## Next steps

<CardGroup cols={2}>
  <Card title="Templates" icon="copy" href="/products/building-bi/templates" arrow={true}>
    Create, apply, share, and import templates.
  </Card>

  <Card title="Templating vs deployment" icon="git-compare" href="/products/building-bi/concepts/templating-vs-deployment" arrow={true}>
    Choose independent copies versus governed parity.
  </Card>
</CardGroup>