This tutorial goes over the steps that must be completed in order to track progress and momentum against baseline schedules. To learn more about how OnsiteIQ calculates momentum, please see What's behind the colors indicating Momentum?
Prerequisites
Your projects are on the Advanced Product Package.
You must have 'Account Owner' permissions.
You can follow the steps below to enter the dates manually OR simply send your project schedules to assistant@onsiteiq.io and we'll enter the dates for you! (No need to be an Account Owner for this)
Enter Baseline Dates for Projects
From the Portfolio Dashboard, click Select a date on the far right side of each project row to set the baseline completion date for the project.
You can also click on the Momentum cell, Estimated Progress cell, or % Change cell of a project to open the Progress & Momentum Drawer for the project. Click Select a Date under 'Baseline Start' and 'Baseline Completion' to set the relevant dates.
Enter Baseline Dates for Trades & Locations
Enter Trade Baseline Dates
From the Portfolio Dashboard, click on a project name to open the Progress Tracking Table. Click on the TOTAL % Status for each trade to open the Progress & Momentum Drawers for the trades. Click Select a Date under 'Baseline Start' and 'Baseline Completion' to set the relevant dates for each trade.
Enter Location Baseline Dates
From the Progress Tracking table for a project, click on the TOTAL % Status for each location (building, floor, phase, etc.) to open the Progress & Momentum Drawer for the location. Click Select a Date under 'Baseline Start' and 'Baseline Completion' to set the relevant dates for each location.
Enter Trade Baseline Completion Dates for Each Location
From the Progress Tracking table for a project, click on each of the cells underneath the TOTAL % Status for each trade and to the right of the Overall Locations column to open the Progress & Momentum Drawer for each trade at each location. Click Select a Date under 'Baseline Start' and 'Baseline Completion' to set the relevant dates for each trade at each location.
If you do not have the necessary permissions to add baseline start completion dates or your company did not purchase the Advanced Product Package and you'd like to learn more, please contact your Customer Success Manager.