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Procore

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 create a log entry (i.e., the date an actual log or entry was added to the tool and NOT the date for which a daily log or an entry was created). For example, if you create a Manpower Log entry on a Friday, but the entry that you added is for Wednesday and Thursday, the data entry day of Friday would be the usage date reported by this gauge. 

DEFAULT THRESHOLD SETTINGS FOR DAILY LOGS HEALTH GRAY RED YELLOW GREEN
Zero (0) logs created in the Daily Logs tool in the past week icon_checkmark_h17.png      
One to two (1-2) logs created in the Daily Logs tool in the past week   icon_checkmark_h17.png    
Three to four (3-4) logs created in the Daily Logs tool in the past week     icon_checkmark_h17.png  
Five or more (5+) logs created in the Daily Logs tool in the past week       icon_checkmark_h17.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_checkmark_h17.png    
One to two (1-2) near misses on the project   icon_checkmark_h17.png  
Three (3) or more near misses on the project     icon_checkmark_h17.png
One (1) or more injury on the project     icon_checkmark_h17.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_checkmark_h17.png    
One to two (1-2) overdue punch items   icon_checkmark_h17.png  
Three (3) or more overdue punch items     icon_checkmark_h17.png
Five to nine (5-9) punch items coming due (within seven (7) days)   icon_checkmark_h17.png  
10 or more punch items coming due (within seven (7) days)     icon_checkmark_h17.png
One to two (1-2) overdue punch items AND five (5) or more punch items coming due (within seven (7) days)     icon_checkmark_h17.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_checkmark_h17.png    
One to two (1-2) overdue RFIs   icon_checkmark_h17.png  
Three (3) or more overdue RFIs     icon_checkmark_h17.png
Five to nine (5-9) RFIs coming due (within seven (7) days)   icon_checkmark_h17.png  
10 or more RFIs coming due (within seven (7) days)     icon_checkmark_h17.png
One to two (1-2) overdue RFIs AND five (5) or more RFIs coming due (within seven (7) days)     icon_checkmark_h17.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
The project schedule has not been added to the Schedule tool icon_checkmark_h17.png    
The project schedule is on track   icon_checkmark_h17.png  
The project schedule is past due     icon_checkmark_h17.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_checkmark_h17.png    
One to two (1-2) overdue submittals   icon_checkmark_h17.png  
Three (3) or more overdue submittals     icon_checkmark_h17.png
Five to nine (5-9) submittals coming due (within seven (7) days)   icon_checkmark_h17.png  
10 or more submittals coming due (within seven (7) days)     icon_checkmark_h17.png
One to two (1-2) overdue submittals AND five (5) or more submittals coming due (within seven (7) days)     icon_checkmark_h17.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_checkmark_h17.png    
Three to four (3-4) open change orders in an unapproved status   icon_checkmark_h17.png  
Five (5) or more open change orders in an unapproved status     icon_checkmark_h17.png
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