What are the threshold values for the Portfolio tool's Health Dashboard?
Answer
To help you better understand the threshold values in the Portfolio tool Health Dashboard, review the sections below. For information about the Health Dashboard, see View the Health Dashboard in the Portfolio Tool.
Health Dashboard Threshold Settings: Daily Logs
The following table shows the threshold settings for the colour-codes that appear in the Daily Logs column of the Portfolio tool's Health Dashboard. This gauge looks at the date the Daily Log tool was last used to mark a Notes or Manpower Log entry as complete. (i.e., this is NOT looking at the date for which a log or entry was created). For example, if you marked a Manpower Log entry as complete on a Friday, but the entry that you added is for Wednesday and Thursday, Friday would be the usage date reported by this gauge.
| 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 | |
Health Dashboard Threshold Settings: Incidents
The following table shows the threshold settings for the colour-codes that appear in the Incidents column of the Portfolio tool's Health Dashboard. This indicator reports on data added to the Incidents tool within the past 30 days.
| DEFAULT THRESHOLD SETTINGS FOR INCIDENTS HEALTH | GRAY | YELLOW | RED |
|---|---|---|---|
| Zero (0) near misses or injuries on the project | |
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| One to two (1-2) near misses on the project | |
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| Three (3) or more near misses on the project | |
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| One (1) or more injury on the project | |
Health Dashboard Threshold Settings: Deficiency List
The following table shows the threshold settings for the colour-codes that appear in the Deficiency List column of the Portfolio tool's Health Dashboard.
| DEFAULT THRESHOLD SETTINGS FOR DEFICIENCY LIST HEALTH | GRAY | YELLOW | RED |
|---|---|---|---|
| Zero (0) deficiency items have been created for the project | |
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| One to two (1-2) overdue deficiency items | |
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| Three (3) or more overdue deficiency items | |
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| Five to nine (5-9) deficiency items coming due (within seven (7) days) | |
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| 10 or more deficiency items coming due (within seven (7) days) | |
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| One to two (1-2) overdue deficiency items AND five (5) or more deficiency items coming due (within seven (7) days) | |
Health Dashboard Threshold Settings: RFIs
The following table shows the threshold settings for the colour-codes that appear in the RFIs column of the Portfolio tool's Health Dashboard.
| DEFAULT THRESHOLD SETTINGS FOR RFIs HEALTH | GRAY | YELLOW | RED |
|---|---|---|---|
| Zero (0) RFIs on the project | |
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| One to two (1-2) overdue RFIs | |
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| Three (3) or more overdue RFIs | |
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| Five to nine (5-9) RFIs coming due (within seven (7) days) | |
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| 10 or more RFIs coming due (within seven (7) days) | |
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| One to two (1-2) overdue RFIs AND five (5) or more RFIs coming due (within seven (7) days) | |
Health Dashboard Threshold Settings: Schedule
The following table shows the threshold settings for the colour-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. See Add New Project Dates and then Add Project Dates to the Project Home Page. | |
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| The project schedule is on track. | |
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| The project schedule is past due. | |
Health Dashboard Threshold Settings: Submittals
The following table shows the threshold settings for the colour-codes that appear in the Submittals column of the Portfolio tool's Health Dashboard.
| DEFAULT THRESHOLD SETTINGS FOR SUBMITTALS HEALTH | GRAY | YELLOW | RED |
|---|---|---|---|
| Zero (0) submittals on the project | |
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| One to two (1-2) overdue submittals | |
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| Three (3) or more overdue submittals | |
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| Five to nine (5-9) submittals coming due (within seven (7) days) | |
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| 10 or more submittals coming due (within seven (7) days) | |
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| One to two (1-2) overdue submittals AND five (5) or more submittals coming due (within seven (7) days) | |
Health Dashboard Threshold Settings: Unapproved Change Orders
The following table shows the threshold settings for the colour-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 (0) change orders in your Procore projects | |
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| Three to four (3-4) open change orders in an unapproved status | |
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| Five (5) or more open change orders in an unapproved status | |