Risk Report

Table of Contents

Overview

The new Procore Analytics Risk Report enables customers to consolidate and manage risk across the Procore platform in a single place. The report identifies leading and lagging risk indicators that drive financial, schedule, and safety risk. 

Procore Tools Used in the Risk Report

  • RFIs
  • Submittals
  • Correspondence
  • Daily Logs (Manpower and Notes)
  • Observations
  • Incidents
  • Inspections
  • Punch List
  • Prime Contracts
  • Commitments

Risk Summary

Summary

This page pulls risk related data from across Procore tools. The risk items and related statuses on each page are driven by the configuration of the report.

Sample Report Page

Analytics-Risk-Report-Summary.PNG

This sample report page was created using mock data for demonstration purposes only.

Risk Register

Summary

This page is the consolidated register of risks across tools. It should be used to identify and remediate risks.

Sample Report Page

risk-report-register.PNG

 

This sample report page was created using mock data for demonstration purposes only.

Probability Matrix

Summary

This page provides a matrix view of data based on the "Risk Impact" and "Risk Probability" custom fields being designated on risk items.

Sample Report Page

proability-matrix.png

This sample report page was created using mock data for demonstration purposes only.

Project Risk Matrix

Summary

This page lists all projects and shares some key details on risk and budget. The "Risk Score" multiples the weighted values of the "Risk Impact" by the "Risk Probability". The "Risk Balance" takes the "Remaining Contingency" and subtracts the "Risk Amount".

Sample Report Page

project-risk-matrix.PNG

This sample report page was created using mock data for demonstration purposes only.

Risk Map

Summary

This page shows the risk of a given project. The size of the bubble indicates a higher risk count.

Sample Report Page

risk-map.png

This sample report page was created using mock data for demonstration purposes only.

Budget Risk

Summary

This page uses a scatterplot with the Projected Over/Under on the X-axis and the 'Revised Budget' on the Y-axis. The size of the bubble indicates the risk count.

Sample Report Page

budget-risk.png

This sample report page was created using mock data for demonstration purposes only.

Risk Types

Summary

This page summarizes all available risk types, provides a description, and some other key details related to each item.

Sample Report Page

risk-report-types.PNG

This sample report page was created using mock data for demonstration purposes only.

Data Quality Issues

Summary

This page is focused on identifying data quality issues that should be addressed.

Sample Report Page

data-quality.png

This sample report page was created using mock data for demonstration purposes only.

Configuration

Summary

This page allows users to change the default settings for the report. These include settings for Risk Types, Risk Impacts, Risk Probability, Risk Statuses, and Item Statuses. 

Sample Report Page

data-quality.png

This sample report page was created using mock data for demonstration purposes only.