Workplace dashboard in Workplace Service Portal

Release version: Yokohama

Updated January 30, 2025

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Summary of Workplace dashboard in Workplace Service Portal

The Workplace Dashboard in the Workplace Service Portal provides a visual interface for analyzing workspace capacity, tracking space requests and reservation trends, and monitoring workplace maintenance tasks. It enables workplace managers to efficiently oversee workspace utilization and task progress across multiple office locations. The dashboard also allows direct action such as reserving spaces for employees or creating maintenance tasks from the portal.

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Note that starting with Workplace Core version 2.2 and for new customers, the dashboard is no longer available in the Workplace Service Portal or Service Portal. Customers using version 2.1 or below retain access after upgrades.

Access and Navigation

To access the dashboard, navigate within the Workplace Service Portal to Workplace Core > Dashboard. Filters for region and site allow viewing data for different campuses, each displayed in separate tabs.

Roles and Permissions

Workplace managers require the snwsdcore.workplacemanager role to use the dashboard effectively. This role provides visibility into real-time workplace status, enabling planning for phased employee returns and monitoring cleaning and maintenance tasks across office sites.

Key Dashboard Visualizations

The dashboard presents key metrics and trends based on the selected campus, including:

Today's capacity: Number of active workspaces available today.
Today's shifts: Number of shifts used in reservations today.
Today's reservable spaces: Number of active workspaces available for reservation.
Today's reservations: Number of active reservations made for today.
Reservations per day (Trend): Seven-day trend of active reservations ending today or later.
Reserved spaces per day (Spline): Trend of reserved workspaces starting today or later over the past seven days.
Reservable spaces per building (Bar): Breakdown of available reservable workspaces by building.
Cleaning tasks for this campus: Shows unassigned active cleaning tasks and planned tasks not yet closed, along with a trend of active cleaning tasks due within the next seven days or with no due date, categorized by task type.
Workplace requests for this campus: Displays counts of pending workplace requests, requests created today, and a trend of requests created per day.

Practical Benefits

Provides workplace managers with comprehensive, real-time insights into workspace usage and cleaning activities.
Supports efficient allocation and management of workspace resources and maintenance tasks.
Enables proactive planning for employee workspace needs during phased returns or normal operations.
Allows direct creation of workspace reservations and maintenance tasks from the dashboard, streamlining operations.

Use the Workplace Dashboard from Workplace Service Portal to visually analyze the available workspace capacity, space request and reservation trends, and monitor the maintenance tasks of your workplace. You can also reserve a space for an employee or create a workplace maintenance task directly from this Workplace Service Portal page.

To open the Workplace dashboard on the Workplace Service Portal, navigate to Workplace Core > Dashboard.

Important:

Starting with Workplace Core (sn_wsd_core) version 2.2, or new customers, the Dashboard is removed from the Workplace Service Portal and Service Portal. Customers using Workplace Core version 2.1 and below can still access the dashboard after an upgrade.

Selecting a region and site in the filter at the top displays reports for available campuses in separate tabs.

Workplace dashboard displaying example data — Figure 1. Workplace dashboard

End user and roles

Table 1. Required roles based on goal
End user and goal	Required role	Benefits
Workplace manager: Needs clear visibility into the real-time status of the workplace space utilization and cleaning activities for shifts.	sn_wsd_core.workplace_manager	Can plan for the phased return of employees to the workplace after an emergency situation Can monitor progress of workplace tasks for various office locations

Data visualizations

The data displayed in visualizations corresponds to the selected campus.

Table 2. Dashboard data
Title	Type	Description
Today's capacity	Single score	Number of active workspaces available today.
Today's shifts	Single score	Number of shifts used in today's reservations.
Today's reservable spaces	Single score	Number of active workspaces available to reserve.
Today's reservations	Single score	Number of today's active reservations.
Reservations per day	Trend	Trend of the number of active reservations per day in the last seven days for which the end date is today or later.
Reserved spaces per day	Spline	Trend of the number of reserved workspaces per day for all reservations made in the last seven days that are active starting today or later.
Reservable spaces per building	Bar	Breakdown of active workspaces that are available to reserve for each building on the campus.
Cleaning tasks for this campus
Unassigned cleaning tasks	Single score	Number of active workplace tasks that are not assigned to anyone and not in the Closed state.
Planned tasks	Single score	Number of active planned workplace tasks that are not yet closed.
Cleaning tasks by day	Trend	Trend of the number of active cleaning tasks per day for which the due date is between today and the next seven days, or for which no due date is defined. The tasks in this report are grouped by the workplace task type.
Workplace requests for this campus
Pending workplace requests	Single score	Number of workplace requests that are pending.
Workplace requests created today	Single score	Total number of workplace reservation requests created by the employees today.
Workplace requests by day	Trend	Trend of the number of workplace reservation requests created per day.