Momentum is tracked on the Portfolio Dashboard for projects as a total, and on the Progress Tracking Table for trades and locations as totals and for each trade by location.
What Categories Does the Momentum Logic Apply to?
You can slice and dice the data to see progress and momentum across multiple perspectives. That includes:
Portfolio progress & momentum
Trade progress & momentum
Location progress & momentum (by floor plan, floor level, phase, or building)
Trade by location progress & momentum (by floor plan, floor level, phase, or building)
1. Portfolio progress & momentum
What do the colors and indicators in the picture above mean?
LOGIC 1: If you have Baseline Completion Dates Listed
Color/Indicator | Reasoning | Logic |
Green/Green Triangle | On Track | Project is ahead of schedule or forecasted to finish within 7 days of the baseline date based on the past 30-day production rate. |
Yellow/Yellow Warning Triangle | Behind Schedule | Project is at risk due to lack of progress over a 30-day period or is forecasted to finish later than the baseline completion date. |
Neutral | N/A | Project without sufficient progress data to measure momentum. |
Please see Set Up Your Projects for Full Schedule Tracking for information on how to enter Portfolio Baseline Completion Dates.
LOGIC 2: If you do not have Baseline Completion Dates Listed
Color/Indicator | Reasoning | Logic |
Yellow/Yellow Warning Triangle | Stalled | Project had 0% change over the past 30 days and is less than 99% complete. |
Neutral | N/A | Project either (1) does not have sufficient progress data to measure momentum or (2) has had greater than a 0% change in progress over the last 30 days. |
2. Trade progress & momentum
3. Location progress & momentum
4. Trade by Location progress & momentum
What do the colors in the three pictures above mean?
LOGIC 1: If you have Baseline Completion Dates Listed
Color/Indicator | Reasoning | Logic |
Green | On Track | Trades and locations that are ahead of schedule or forecasted to finish within 7 days of the baseline date based on the past 2 week production rate. |
Yellow | Behind Schedule | Trades and locations that are at risk due to lack of progress over a 2 week period or are forecasted to finish later than the baseline completion date. |
Neutral | N/A | Trades and locations without sufficient progress data to measure momentum. |
Checkmark | N/A | Progress has reached 100%. |
Please see Set Up Your Projects for Full Schedule Tracking for information on how to enter Project Baseline Completion Dates.
LOGIC 2: If you do not have Baseline Completion Dates Listed
Color/Indicator | Reasoning | Logic |
Green | Active | Trade and location progress % has consistently increased over a 2 week period. |
Yellow | Stalled | Trade and location progress % has not made any progress over a 2 week period. |
Neutral | N/A | Trade and location progress % has made some progress, but it’s inconsistent. |
Checkmark | N/A | Progress has reached 100%. |