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Configure the Projects dashboard in Workload Factory for EDA

Contributors netapp-sineadd
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Configure custom filters for the Projects dashboard to organize metrics according to your business structure—such as projects, teams, or cost centers. This helps you track costs accurately, identify which resources consume the most capacity, and make informed decisions about resource allocation and budget planning. By aligning filters with how your organization operates, you can quickly access relevant data and improve efficiency in capacity planning, cost tracking, and performance monitoring.

Before you begin

To effectively use custom filters, configure AWS tags on your FSx for ONTAP volumes based on your business requirements—for example, tags that represent projects, teams, or business units.

Configure custom filters

Note Only the first admin user to access the Projects dashboard can configure, add, or delete custom filters. All other users, including subsequent admins, have read-only access to the filters.
About this task

You can configure up to five custom filters based on your AWS tags. Each custom filter requires three components: a filter label name, an AWS tag key name, and a selection type (single or multi-selection).

If you don't configure any custom filters, the default filters (file system, volume type, and time range) remain available so you can still view and interact with your dashboards.

Steps

  1. Log in using one of the console experiences.

  2. Select the menu The hamburger menu icon is used to navigate to workloads like storage and then select EDA.

  3. Select Projects.

    If you have not already configured your dashboard, you are automatically prompted to do so.

  4. Select + Add filters.

  5. For each custom filter you want to create, add the details:

    • Filter label name (the display name in the dashboard)

    • AWS tag key name (the actual tag key used on your resources)

    • Selection type (single or multi-selection)

      Note Filters appear on the dashboard in the order you configure them. Consider organizing your most frequently used filters first for easier access.

  6. Select Apply.

    You can delete a custom filter by selecting the trash icon next to that filter before applying your changes.

  7. To view your changes after applying any tags or filters, select the refresh icon on the dashboard.

  8. To edit the dashboard configuration later, select Configure.

Result

When these tags are applied, Workload Factory begins collecting and displaying the relevant CloudWatch metrics. Your dashboard becomes a dynamic tool for organizing, tracking costs, and filtering resources based on your organizational needs.