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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 Logs

The following table shows the threshold settings for the color-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 icon-mindtouch-table-check.png      
One to two (1-2) Notes and/or Manpower Logs completed in the past week   icon-mindtouch-table-check.png    
Three to four (3-4) Notes and/or Manpower Logs completed in the past week     icon-mindtouch-table-check.png  
Five or more (5+) logs Notes and/or Manpower Logs 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 color-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: Punch List 

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

DEFAULT THRESHOLD SETTINGS FOR PUNCH LIST HEALTH GRAY YELLOW RED
Zero (0) punch items have been created for the project icon-mindtouch-table-check.png    
One to two (1-2) overdue punch items   icon-mindtouch-table-check.png  
Three (3) or more overdue punch items     icon-mindtouch-table-check.png
Five to nine (5-9) punch items coming due (within seven (7) days)   icon-mindtouch-table-check.png  
10 or more punch items coming due (within seven (7) days)     icon-mindtouch-table-check.png
One to two (1-2) overdue punch items AND five (5) or more punch 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 color-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: 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. See Add New Project Dates and then Add Project Dates to the Project Home Page icon-mindtouch-table-check.png    
The project schedule is on track.   icon-mindtouch-table-check.png  
The project schedule is past due.     icon-mindtouch-table-check.png
Health Dashboard Threshold Settings: Submittals

The following table shows the threshold settings for the color-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 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 (0) change orders in your Procore projects icon-mindtouch-table-check.png    
Three to four (3-4) open change orders in an unapproved status   icon-mindtouch-table-check.png  
Five (5) or more open change orders in an unapproved status     icon-mindtouch-table-check.png
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