This guide walks you through how to use the Progress Tracking Table to track your projects with confidence. If you have questions about how the data in the table is calculated, please see FAQs | Progress Tracking
How to Navigate to the Progress Tracking Table
From the Portfolio Dashboard (list of projects you have access to) click the name of the project you'd like to view.
You can also click on the Progress icon located in the left hand side bar when viewing every page within a specific project.
What are the Different Sections of the Table?
You can slice and dice the data to see progress and momentum across multiple perspectives, shown by the three different sections below. That includes:
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. Trade progress & momentum
You can see the total % complete of each trade across all of the floor plans directly under the trade headers.
Hover your cursor over each trade column header to see what 100% complete means for each particular trade.
2. Location progress & momentum
3. Trade by Location progress & momentum
Each cell outlined above shows how much work has been completed for a specific trade in a specific location (like plumbing on Level 1).
Learn more about the colors indicating Momentum in the pictures above.
Interacting with the Table
You also have the ability to narrow the results of the table to specific floors and dates and share the data with others. See below for more information.
→ Search Floors
Use the Search bar to narrow the results and search the floors by letter, number, or symbol.
→ Time Travel
Click on the date to expand the calendar and select an available date in the past to review the progress (% complete) of floor plans and their related trades at that particular point in time.
Notes:
You can only access progress data on dates that are in purple. These dates coincide with the dates we captured 360° images from the site.
The first possible date with % complete data in your OnsiteIQ account is March 8, 2023.
→ Export
Click Export to download a CSV file of the progress tracking table. The CSV will include the % complete for all trades and floor plans from the currently selected date.
→ Share
Click Share to send an email invitation for this project to a team member or stakeholder.
Reading the Side Drawers
Click on any of the cells within the table to open the correlating Progress & Momentum Side Drawer. Each cell side drawer falls into one of the following categories:
Trade—TOTAL row directly under the names of the trades
Location—leftmost column under the word 'TOTAL'
Trade by location—rows underneath the 'TOTAL' row and to the right of the Locations column (the picture bellow falls in this category, Building Envelope of the Site Plan)
The drawers all contain:
Estimated Progress. Leverages Progress Tracking data and uses an aggregated weighted average to calculate a consolidated and overall % complete.
% Change. The amount of overall progress made in the last 30 days.
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 that trade (e.g. the trade became ‘active’).
Baseline Start. Enter the start date to track if specific work is starting on schedule.
Baseline Completion Date. Enter the end to track if specific work is completing on schedule. See the tables above for more information on how baseline completion dates are incorporated into the table.
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 and how it changed in between.
Momentum. Once there is a sufficient amount of data in order to gauge momentum, the last two weeks of the production rate line will be neutral, yellow, or green. The logic for the color coding is described here.
How to Enter 360° View from the Table
Within a Total Floor Plan drawer, select View 360 to open the correlating floor plan and enter the 360° viewer.
