What are the threshold values for the Portfolio tool's Health Dashboard?
Answer
Health Dashboard Threshold Settings: Daily Logs
The Health Dashboard uses the color-coded thresholds below to track Daily Log activity. This gauge measures 'usage' based on the date a Notes or Manpower entry was marked complete, rather than the date of the work itself. For example, if you backfill logs for Wednesday and Thursday but don't mark them complete until Friday, the dashboard records Friday as the last date of activity.
DEFAULT THRESHOLD SETTINGS FOR DAILY LOGS HEALTH | GRAY | RED | YELLOW | GREEN |
|---|---|---|---|---|
Zero (0) Notes or Manpower Logs completed in the past week |
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One to two (1-2) Notes and/or Manpower Logs completed in the past week |
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Three to four (3-4) Notes and/or Manpower Logs completed in the past week |
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Five or more (5+) logs Notes and/or Manpower Logs completed in the the past week |
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Health Dashboard Threshold Settings: Incidents
The table below defines the color-coded thresholds for the Incidents column in the Health Dashboard. This indicator tracks all data recorded in the Incidents tool over the last 30 days.
DEFAULT THRESHOLD SETTINGS FOR INCIDENTS HEALTH | GRAY | YELLOW | RED |
|---|---|---|---|
Zero near misses or injuries on the project |
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1-2 near misses on the project |
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3 or more near misses on the project |
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One or more injury on the project |
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Health Dashboard Threshold Settings: Punch List
The table below defines the color-coded thresholds for the Punch List column in the Health Dashboard.
DEFAULT THRESHOLD SETTINGS FOR PUNCH LIST HEALTH | GRAY | YELLOW | RED |
|---|---|---|---|
Zero punch items have been created for the project |
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1-2 overdue punch items |
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3 or more overdue punch items |
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5-9 punch items coming due (within 7 days) |
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10 or more punch items coming due (within 7 days) |
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1-2 overdue punch items AND 5 or more punch items coming due (within 7 days) |
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Health Dashboard Threshold Settings: RFIs
The table below defines the color-coded thresholds for the RFIs column in the Health Dashboard.
DEFAULT THRESHOLD SETTINGS FOR RFIs HEALTH | GRAY | YELLOW | RED |
|---|---|---|---|
Zero RFIs on the project |
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1-2 overdue RFIs |
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3 or more overdue RFIs |
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5-9 RFIs coming due (within 7 days) |
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10 or more RFIs coming due (within 7 days) |
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1-2 overdue RFIs AND 5 or more RFIs coming due (within 7 days) |
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Health Dashboard Threshold Settings: Schedule
The following table shows the threshold settings for the color-codes that appear on the horizontal bar chart in the Schedule column of the Portfolio tool's Health Dashboard.
DEFAULT THRESHOLD SETTINGS FOR PROJECT SCHEDULE HEALTH | GRAY | BLACK | RED |
|---|---|---|---|
No 'Project Dates' have been added to the project. |
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The project schedule is on track. |
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The project schedule is past due. |
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Health Dashboard Threshold Settings: Submittals
The table below defines the color-coded thresholds for the Submittals column in the Health Dashboard.
DEFAULT THRESHOLD SETTINGS FOR SUBMITTALS HEALTH | GRAY | YELLOW | RED |
|---|---|---|---|
Zero submittals on the project |
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1-2 overdue submittals |
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3 or more overdue submittals |
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Five to nine 5-9 submittals coming due (within 7 days) |
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10 or more submittals coming due (within 7 days) |
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1-2 overdue submittals AND 5 or more submittals coming due (within 7 days) |
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Health Dashboard Threshold Settings: Unapproved Change Orders
The following table shows the threshold settings for the color-codes that appear in the Unapproved Change Orders column of the Portfolio tool's Health Dashboard.
DEFAULT THRESHOLD SETTINGS FOR UNAPPROVED CHANGE ORDERS HEALTH | GRAY | YELLOW | RED |
|---|---|---|---|
Zero change orders in your Procore projects |
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3-4 open change orders in an unapproved status |
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5 or more open change orders in an unapproved status |
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See Also
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