> ## 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. # Templates > Save, import, export, and apply reusable Building BI templates for collections, dashboards, pages, and charts across buildings and portfolios. Templates let you save and reuse Building BI configurations across buildings and portfolios. You can template collections, dashboards, individual pages, or single charts and apply them to any compatible building. Navigate to `Building BI` and select `Templates` at the bottom of the left navigation panel. See [template levels](/products/building-bi/reference/template-types), [templating versus deployment](/products/building-bi/concepts/templating-vs-deployment), and [template types](/products/building-bi/reference/template-types) to choose the right reuse strategy. ## Template types Templates are organized into four categories. Use the filter buttons at the top of the page to switch between them. | Type | Description | | ------------- | --------------------------------------------------------------------------------------- | | `Collections` | A full collection including its dashboards, pages, charts, and data source dependencies | | `Dashboards` | A single dashboard with all its pages, charts, and data source dependencies | | `Pages` | An individual dashboard page with its charts and layout | | `Charts` | A single chart widget with its data source configuration and styling | The `Title` and `Template Type` fields are populated automatically when you save or import a template. You do not need to set the template type manually. Collection templates include all contained dashboards and their data source dependencies. Templates page with Collections filter selected showing Organization Templates with collection template cards each listing their contained dashboards such as Operations Dashboard, Lighting Occupancy, Occupancy Report, and Network Health Dashboard templates include all pages, charts, and data source configurations within a single dashboard. Templates page with Dashboards filter selected showing Organization Templates with dashboard template cards for Comfort and Air Quality, Copy of Lighting, Lighting, Operations, Site Summary, and more Page templates capture the layout and chart configuration of a single dashboard page. Templates page with Pages filter selected showing Organization Templates with page template cards for Runtime, Building Metrics, and Overview Chart templates save a single widget with its chart type, data source, and styling. Each card displays the chart type below the template name. Templates page with Charts filter selected showing Organization Templates with chart template cards for Estimated Emissions by as Horizontal Bar, Usage Breakdown by Ser as Horizontal Bar, Zone Temperature vs Eff as Combo, Occupied AHUs as Number Target, and Occupied FCUs as Number Target ## Organization templates The `Organization Templates` tab displays templates created by your organization. These templates are available to all users with Building BI access in your portfolio. Templates page showing Organization Templates tab with Dashboards filter selected, displaying template cards for Comfort and Air Quality, Copy of Lighting, Lighting, Operations, Site Summary, Lighting and Occupancy, Parking Occupancy, Traffic and Occupancy, Comfort and Air Quality, and more with descriptions and last updated timestamps ### Manage a template Select the three-dot menu on any organization template to access management actions. Template card three-dot menu showing Use template, Edit, Export, and Delete options for the Comfort and Air Quality template | Action | Description | | -------------- | ----------------------------------------------------------------------- | | `Use template` | Create a new dashboard or collection from this template | | `Edit` | Modify the template name, description, or configuration | | `Export` | Generate a shareable link to transfer the template to another portfolio | | `Delete` | Permanently remove the template | ## Global templates The `Global Templates` tab provides standard templates maintained by KODE Labs. These templates are available to all organizations and cover common use cases such as network health, operations, energy reporting, and data quality. Templates page showing Global Templates tab with an info banner stating Global Templates cannot be edited or deleted, displaying template cards for Impact Report, Overrides, Device Alarms, Data Quality, Network Health, SH PRISM CMMS DAS, Network Health and Data Q, Travis QA Tools, Portfolio Executive Over, Operation Dashboard Wi, and more Global templates cannot be edited or deleted. You can use them to create new dashboards, or export them to share the link with other portfolios. ## Save as template You can save collections and dashboards as templates directly from the `Collections & Dashboards` page. ### Save a collection as a template Navigate to `Collections & Dashboards`. Select the three-dot menu on a collection and choose `Save As Template`. Collections page showing a published Dashboard Collection with its three-dot menu open displaying Unpublish, Edit Collection, Manage Viewers, Save As Template, and Delete options Enter a `Template Name` and an optional `Description`. Select `Save Now` to save the template immediately, or select `Next` to configure dependencies. Save as Template dialog Step 1 Template Details showing a four-step wizard with Template Details, Set Dependencies, Canonicals and Fields, and Review and Confirm steps, with Template Name set to Dashboard Collection and a Description field Select which data source dependencies to include with the template. Expand each data source to see its pipelines and graphs. Check or uncheck individual items to control what is bundled with the template. Save as Template dialog Step 2 Set Dependencies showing Timeseries Last Values Pivoted with Point Time Series Last Values checked, Point Metrics with Running Minutes Metrics checked and two graph items, and an Updated Version item unchecked Select the canonical types and ontology fields that define how the template maps to building data. When you later deploy the template, Building BI flags any required canonical or ontology field that is missing at the target building or portfolio. Review the template configuration and select `Save Now` to finalize. ### Save a dashboard as a template Navigate to `Collections & Dashboards`. In the `My Dashboards` table, select the three-dot menu on a dashboard and choose `Save as template`. The same four-step wizard opens. Collections and Dashboards page showing the My Dashboards table with a dashboard three-dot menu open displaying Edit, Duplicate, Permissions, Save as template, and Delete options ### Save a chart as a template You can save individual charts as templates while editing a dashboard. Enter edit mode on a dashboard. Select the three-dot menu on any chart widget and choose `Save as Template`. Dashboard in edit mode showing a chart widget three-dot menu with Duplicate, Copy to, Copy Style, Paste Style, Save as Template, Select All, and Delete options Enter a `Template Title` and an optional `Description`. Select `Save` to add the chart to your organization templates. Save as template dialog showing Template Title set to Zone Temperature vs Effective Setpoints, a Description field, and Cancel and Save buttons ### Save a page as a template You can save individual dashboard pages (tabs) as templates while editing a dashboard. Enter edit mode on a dashboard. Select the three-dot menu (`...`) next to the page tab name and choose `Save as Template`. Dashboard in edit mode showing the Floor Overview page tab three-dot menu with Duplicate, Save as Template, and Delete options Enter a `Page Name` and an optional `Description`. Select `Save` to add the page to your organization templates. Save as template dialog showing Page Name set to Floor Overview, a Description field, and Cancel and Save buttons ## Template Library The Template Library is a side panel available in dashboard edit mode. It lets you add chart and page templates directly to the dashboard you are editing. Enter edit mode on a dashboard. Select the `Template Library` button in the right sidebar. Dashboard in edit mode showing the right sidebar with the Template Library button highlighted Use the dropdown at the top of the panel to switch between `Charts` and `Pages`. Switch between the `Organization Templates` and `Global Templates` tabs, or use the search bar to find a specific template. Template Library panel with the type dropdown open showing Charts and Pages options, with Pages selected and Organization Templates tab displaying Runtime, Building Metrics, and Overview page templates With `Charts` selected, drag a chart template from the library panel and drop it onto the dashboard canvas. The chart is added with its preconfigured data source, chart type, and styling. Template Library panel with Charts filter selected showing Organization Templates tab with chart templates including Estimated Emissions by Service Type, Usage Breakdown by Service Type, Zone Temperature vs Effective Setpoints, Occupied AHUs, and Occupied FCUs With `Pages` selected, hover over a page template and select `Use`. The page is added as a new tab in the dashboard. Template Library panel with Pages filter selected showing Organization Templates with Runtime, Building Metrics, and Overview page templates, with a Use button visible on the Runtime template ## Use a template Apply a template to create a new dashboard or collection in your current building. **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. Select the three-dot menu on a template and choose `Use template`. Enter a `Dashboard Name`, select a `Timezone`, and add an optional `Description`. Select `Use Now` to create the dashboard immediately, or select `Next` to review dependencies. Use Template dialog Step 1 Template Details showing Dashboard Name set to Comfort and Air Quality, Timezone set to America/Detroit minus 04:00, Description field, and Cancel, Use Now, and Next buttons Review the data source dependencies required by the template. Select `Enable` next to each dependency to activate it for the target building. If a dependency does not exist in your organization, an info banner explains that it cannot be scheduled. Use Template dialog Step 2 Enable Dependencies showing an info banner about imported templated dependencies not existing in this organization, Point Metrics section with Template Running Minutes Metrics and Enable button, and two graph items Graph Running Minutes Point Per Start and Graph Running Minutes by Point Select the canonical types and ontology fields the template requires. These determine how the template maps to the target building's data model. Building BI validates each selection against the building or portfolio you are deploying to. If a required canonical type or ontology field does not exist there, the deployment windows flags it. Use that feedback as a QA check before you finish deploying the collection or dashboard. ## Export a template Export a template to share it with another portfolio. 1. Select the three-dot menu on a template and choose `Export`. 2. The system generates a link and copies it to your clipboard. Export Link Generated notification stating Link has been copied to your clipboard and Use the import button to import your template Share the copied link with the recipient. They can import it using the `Import Template` button in their own Templates page. ## Import a template Import a template from another portfolio using an exported link. Select `Import Template` in the upper-right corner of the Templates page. Paste the exported template URL into the `Import URL` field. The `Title` and `Template Type` fields populate automatically from the link. Import dialog showing Import URL field with Paste here placeholder, Title field, Template Type field populated automatically, Description field, and Cancel and Save Template buttons Review the auto-populated details and select `Save Template`. The template appears in your `Organization Templates` tab. ## Related reading Control visibility and organize dashboards by audience. Choose independent copies or governed portfolio parity. Compare collection, dashboard, page, and chart templates. Deploy dashboards and manage predefined versus custom views. ## Next steps Organize and publish dashboard collections for your teams. Deploy dashboard configurations across multiple sites in your portfolio.