Workspaces
Introduction to workspaces
A workspace is an area in Dynamics 365 for Finance and Operations in which you can perform tasks and get overview of work in progress and completed tasks, which are related to the same work area or business process. The workspaces in Enterprise Asset Management are intended for planners, supervisors, or managers who work with managing requests and work orders in your company
A workspace may contain various parts, for example buttons, tiles, and statistics (charts). In Enterprise Asset Management, the contents of a workspace may vary, but it may include the following sections:
Tiles and buttons
Tiles are located in the left side of the screen in the Summary section. You may see tiles showing, for example, 'Active requests', which opens a list view to display data or tasks that are active / work in progress. If you point to a tile, you will see a small 'i' in a circle in the tile. Click on it to see information on when data was last updated and when the next automatic data update is due. Here, you can also click on a link to update data now.
In this section, you may also find a buttons for creating items relating to the workspace, for example 'Create request'.
List view
If a list view is presented, it displays active jobs or tasks related to the workspace.
Statistics (charts)
In the Statistics section, you find charts, for example, pie charts or bar charts, that visualize the data set up on the workspace. Point to a chart to see detailed information. If you click on a pie chart, the parts of the chart move slightly to let you see the size of each piece in the chart more clearly. Charts show live statistics. Point on the chart to see detailed information.
Power BI integration
If you have a Power BI integration subscription, you can see an overview of the tiles available for all workspaces in Enterprise Asset Management. If required, you can select more tiles to be shown in the Power BI section of the workspace. When you click on a Power BI tile, you open the Power BI website. The tiles available in Power BI show historical data.
Links
You see links related to other parts of Enterprise Asset Management.
Request management
The Request management workspace is intended for users who work with and manage requests on a daily basis. Below you see an extract of the Request management workspace.
Power BI
If required, you can add Power BI tiles to your request management workspace, for example:
- Average closing age, showing average age of requests when they are no longer active, meaning they have been rejected or closed, or the related work order has been completed.
- Number of new, active, and closed requests per day, displayed in three colors. This view does not inform you how many new or active requests have been closed. This view provides historical data from the latest two-week period.
Work order management
The Work order management workspace is intended for users who work with and manage work orders on a daily basis. Below you see a screenshot of the Work order management workspace.
The standard tiles shown in this work space include:
- Scheduled - work orders scheduled for today
- Delayed - work orders for which scheduled start date and time is in the past and not yet completed
- Unscheduled - active, but not yet scheduled work orders
- Work orders with faults - active work orders containing fault registrations
- Work orders with production stop - active work orders containing production stop registrations
- Completion (KPI) - shows percentage of work orders completed of the work orders scheduled for today. Click on the tile to see detailed information. You can edit a KPI, for example, you can change the color used when displaying threshold. KPI data are automatically updated every 10 minutes.
Cost control
The Cost control workspace is intended for users who work with and manage cost analysis. Data shown in this workspace are based on costs registered on:
- Functional locations
- Objects
- Work orders
In Enterprise Asset Management, you can calculate costs to get an overview of actual costs compared to budget costs and committed costs on objects, functional locations, or work orders. You can read more about cost control calculations for functional locations, objects, and work orders in the Cost and Date Control section.
The Cost control workspace has several views (tabs) that provide different insights into your Enterprise asset management costs. At the end of this article, you see two screenshots as examples, one with focus on periods (Time view tab), and one showing costs by object type (Object view tab).
The Cost control workspace is based on Microsoft Embedded Power BI technology.
- You can filter data by clicking on a bar in the bar charts, then data from only that bar is shown in the table above the bar charts. Click in the white area between the table and the bar charts to return to the view in which all related data are shown.
- If you filter data by clicking on a bar in one of the tabs, for example, the Object view tab, data from that bar is shown only on the Object view tab. The selected filter is not transferred to other tabs.
- The additional filter options available in the Filters bar, placed in the right-hand side of the screen, allow you to view costs in other detail views, for example, divided by job type, product, and model.
- If you select a filter from the Filters bar, data related to that filter are shown across all tabs.
To learn more about the setup and use of Microsoft Embedded Power BI, refer to Microsoft resources:
https://docs.microsoft.com/en-us/power-bi/
https://docs.microsoft.com/en-us/power-bi/guided-learning/
