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 |  |
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| One to two (1-2) Notes and/or Working Hours Registers completed in the past week | |
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| Three to four (3-4) Notes and/or Working Hours Registers completed in the past week | |
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| Five or more (5+) registers Notes and/or Working Hours Registers 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: 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 | |
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| One to two (1-2) overdue defect items | |
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| Three (3) or more overdue defect items | |
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| Five to nine (5-9) defect items coming due (within seven (7) days) | |
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| 10 or more defect items coming due (within seven (7) days) | |
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| One to two (1-2) overdue defect items AND five (5) or more defect 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: 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. | |
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| The project program is on track. | |
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| The project program 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 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 | |
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| Three to four (3-4) open variations in an unapproved status | |
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| Five (5) or more open variations in an unapproved status | |