OnsiteIQ Momentum refers to the indicators layered on top of progress tracking that determine whether or not a project, specific trade, or location on a project will complete by the baseline completion date. 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.
→ Percentages & Momentum Logic
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)
Portfolio Progress & Momentum
See the legends below that describe the color logic for momentum at the Portfolio level.
LOGIC 1: With Baseline Completion Dates Listed
Color/Indicator | Logic |
Green/Green Triangle | Projects that are ahead of schedule or forecasted to finish within 7 days of the baseline date based on the past 30-day period production rate. |
Yellow/Yellow Warning Triangle | Projects that are at risk due to lack of progress over a 30-day period or are forecasted to finish later than the baseline completion date. |
Neutral | Projects 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: Without Baseline Completion Dates Listed
Color/Indicator | Logic |
Yellow/Yellow Warning Triangle | Projects that have had 0% change over the past 30 days and are less than 99% complete. |
Neutral | Projects that either (1) don't have sufficient progress data to measure momentum (2) have had greater than a 0% change in progress over the last 30 days. |
Trade Progress & Momentum
Location Progress & Momentum
Trade by Location Progress & Momentum
See the legends below that describe the color logic for momentum at the Project level.
LOGIC 1: With Baseline Completion Dates Listed
Color/Indicator | Logic |
Green | 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 period production rate. |
Yellow | 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 | Trades and locations without sufficient progress data to measure momentum. |
Checkmark | 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: Without Baseline Completion Dates Listed
Color/Indicator | Logic |
Green | Trade and location progress % has consistently increased over a 2 week period. |
Yellow | Trade and location progress % has not made any progress over a 2 week period. |
Neutral | Trade and location progress % has made some progress, but it’s inconsistent. |
Checkmark | Progress has reached 100%. |