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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 Registers

The following table shows the threshold settings for the colour-codes that appear in the Daily Registers column of the Portfolio tool's Health Dashboard. This gauge looks at the date the Site Diary tool was last used to mark a Notes or Working Hours Register entry as complete. (i.e., this is NOT looking at the date for which a register or entry was created). For example, if you marked a Working Hours Register 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 REGISTERS HEALTH GRAY RED YELLOW GREEN
Zero (0) Notes or Working Hours Registers completed in the past week icon-mindtouch-table-check.png      
One to two (1-2) Notes and/or Working Hours Registers completed in the past week   icon-mindtouch-table-check.png    
Three to four (3-4) Notes and/or Working Hours Registers completed in the past week     icon-mindtouch-table-check.png  
Five or more (5+) registers Notes and/or Working Hours Registers completed in the the past week       icon-mindtouch-table-check.png
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 icon-mindtouch-table-check.png    
One to two (1-2) near misses on the project   icon-mindtouch-table-check.png  
Three (3) or more near misses on the project     icon-mindtouch-table-check.png
One (1) or more injury on the project     icon-mindtouch-table-check.png
Health Dashboard Threshold Settings: Defect List 

The following table shows the threshold settings for the colour-codes that appear in the Defect List column of the Portfolio tool's Health Dashboard. 

DEFAULT THRESHOLD SETTINGS FOR DEFECT LIST HEALTH GRAY YELLOW RED
Zero (0) defect items have been created for the project icon-mindtouch-table-check.png    
One to two (1-2) overdue defect items   icon-mindtouch-table-check.png  
Three (3) or more overdue defect items     icon-mindtouch-table-check.png
Five to nine (5-9) defect items coming due (within seven (7) days)   icon-mindtouch-table-check.png  
10 or more defect items coming due (within seven (7) days)     icon-mindtouch-table-check.png
One to two (1-2) overdue defect items AND five (5) or more defect items coming due (within seven (7) days)     icon-mindtouch-table-check.png
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 icon-mindtouch-table-check.png    
One to two (1-2) overdue RFIs   icon-mindtouch-table-check.png  
Three (3) or more overdue RFIs     icon-mindtouch-table-check.png
Five to nine (5-9) RFIs coming due (within seven (7) days)   icon-mindtouch-table-check.png  
10 or more RFIs coming due (within seven (7) days)     icon-mindtouch-table-check.png
One to two (1-2) overdue RFIs AND five (5) or more RFIs coming due (within seven (7) days)     icon-mindtouch-table-check.png
Health Dashboard Threshold Settings: Program

The following table shows the threshold settings for the colour-codes that appear on the horizontal bar chart in the Program column of the Portfolio tool's Health Dashboard. 

DEFAULT THRESHOLD SETTINGS FOR PROJECT PROGRAM 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 icon-mindtouch-table-check.png    
The project program is on track.   icon-mindtouch-table-check.png  
The project program is past due.     icon-mindtouch-table-check.png
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 icon-mindtouch-table-check.png    
One to two (1-2) overdue submittals   icon-mindtouch-table-check.png  
Three (3) or more overdue submittals     icon-mindtouch-table-check.png
Five to nine (5-9) submittals coming due (within seven (7) days)   icon-mindtouch-table-check.png  
10 or more submittals coming due (within seven (7) days)     icon-mindtouch-table-check.png
One to two (1-2) overdue submittals AND five (5) or more submittals coming due (within seven (7) days)     icon-mindtouch-table-check.png
Health Dashboard Threshold Settings: Unapproved Variations

The following table shows the threshold settings for the colour-codes that appear in the Unapproved Variations column of the Portfolio tool's Health Dashboard. 

DEFAULT THRESHOLD SETTINGS FOR UNAPPROVED VARIATIONS HEALTH GRAY YELLOW RED
Zero (0) variations in your Procore projects icon-mindtouch-table-check.png    
Three to four (3-4) open variations in an unapproved status   icon-mindtouch-table-check.png  
Five (5) or more open variations in an unapproved status     icon-mindtouch-table-check.png
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