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What's behind the colors indicating Momentum?

Momentum refers to the color indicators showing if an overall project, trade, or location will complete by the baseline completion date

Updated over a week ago
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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:

  1. Portfolio progress & momentum

  2. Trade progress & momentum

  3. Location progress & momentum (by floor plan, floor level, phase, or building)

  4. Trade by location progress & momentum (by floor plan, floor level, phase, or building)

1. Portfolio progress & momentum

Portfolio Momentum Tracking - prt1

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%.

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