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Procore

View the Deficiency List Dashboard

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Objective

To view and interpret the Deficiency List dashboard.

Background

The Deficiency List dashboard provides you with an interactive collection of visual graphs and charts to help you locate a project's deficiency list items so you can quickly take action on them.

Things to Consider

  • Required User Permissions:
    • 'Read Only' level permissions or higher on the project's Deficiency List tool.

Demo

demo-punch-dash.gif

Steps

  1. Navigate to the project's Deficiency List tool.
  2. Click My Items or All Items to view the corresponding dashboard.
    • Status. An interactive chart displaying the distribution of deficiency items by their workflow status.
    • Items by Company. An interactive chart displaying all assignee companies with deficiency items by status of Open, Closed or Overdue.
    • Average Response Time. Displays the average response time of assignees for deficiency items by calculating the average number of days it takes a deficiency item to go from 'Work Required' to 'Ready to Review'.
    • Total Overdue Deficiency List Items. Displays the total number of deficiency list items currently Overdue.

      punch-list-dashboard.png
  3. Interact with the dashboard as follows:
    • View details about the data by hovering the mouse cursor over a chart element.
      OR
    • Click a chart element to narrow the data in view by the selected item.  
  4. (Optional) Apply filters to the dataset as follows:
    1. Click Add Filter and select an option from the drop-down list. The filters you can apply include:
      • Assignee
      • Assignee Company
      • Assignee Response
      • Ball In Court
      • Closed By
      • Creator
      • Date Closed
      • Date Created
      • Date Due
      • Date Notified
      • Final Approver
      • Location
      • Priority
      • Deficiency Item Manager
      • Status
      • Trade
      • Type
    2. Apply a secondary filter by selecting the desired checkboxes in the drop-down list. 
    3. Click Clear All to remove any filters that have been applied to the dataset.