This tutorial contains the steps and information you need to view and navigate the Portfolio Dashboard. If you have questions about how the data in the dashboard is calculated, please see FAQs | Portfolio Dashboard.
Navigate to the Dashboard
Complete the steps in How to Sign in.
Note: This will automatically take you to the Portfolio Dashboard where you can see the projects you have access to.
Reading the Dashboard
Each row of the dashboard represents a single project or single building of a multi-building asset. Each row will have information on the last walkthrough date and time, Estimated Total Progress, % Change, production rate over time, and detailed information on Milestone Activity.
→ Building Name
The name of the project or single building of a multi-building asset. Click on the name to view the Progress Tracking table or navigate to the 360 images of the building.
→ Momentum
(see the Color/Indicator charts below)
→ Last Walkthrough
The last time data for the project or building was captured and uploaded.
→ Estimated Total Progress
Leverages trade totals from Progress Tracking data and uses an aggregated weighted average to calculate a consolidated and overall % complete for each project.
→ % Change
The amount of overall progress made in the last 30 days.
→ Baseline Completion
The Baseline Completion Date for the project. This field can only be populated and updated by users with 'Account Owner' permissions. Please see Set Up Your Projects for Full Schedule Tracking for information on how to enter Project Baseline Start and Completion Dates.
Reading the Project Overview Side Drawer
Click on the Momentum Icon, Estimated Total Progress bar, % Change, or the Baseline Completion Date for a particular project or building of a project to open the Project & Momentum drawer for the project.
→ Total Duration
Total Duration represents the total number of days (if 30 days or less) or weeks that have passed since OnsiteIQ first detected activity for trade(s) (e.g. the trade became ‘active’).
→ Baseline Start & Completion Dates
With Account Owner permissions, you can add, edit, or delete baseline dates. Please see Set Up Your Projects for Full Schedule Tracking for information on how to enter Project Baseline Start and Completion Dates.
→ Total Progress History Production Rate Chart
View the % Complete from the first capture (date at the bottom left of the x-axis) to the most recent capture (date at the bottom right of the x-axis) and how it changed in between.
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. |
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 at 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. |
→ Milestone Activity
Milestone Activity is a section intended to display a range of different project trades on a given project and categorizes them based on activity status thresholds such as Active, Started, and Competed.