Using the Progress Dashboard

Using the Progress Dashboard


Introduction

The Progress Dashboard turns your tracked activity data into project-level KPIs and visual analytics. 

It combines the activities selected for the Dashboard with their: 
  1. Activity weights
  2. Planned dates
  3. Actual progress
  4. Forecast information
This allows project teams to move from individual activity updates to a broader view of overall progress, schedule performance, and forecast risk.

The Dashboard is organized into three primary sections: 
  1. Project Overview
  2. Activities
  3. Visual Analytics

Before You Begin

Before using the Dashboard, confirm that: 
  1. The activities you want to monitor have been added to Tracked Activities.
  2. Progress information has been entered for the applicable activities. 
  3. Activity weights have been configured for activities that should contribute to the weighted completion. 
  4. Planned schedule information is available where required for schedule and forecast comparisons. 
Helpful Note: Activities without a defined weight are not included in the weighted completion calculation. 

Open and Configure the Dashboard

Select Dashboard at the top of the DatuBIM site. 


To return to the main site view at any time, select Site next to Dashboard.

Configure the Dashboard for the First Time

The first time the Dashboard is opened, you may be prompted to configure which activities should be included. 

Selecting Configure opens Manage Activities.

Choose Activities to Include

From Manage Activities, you can: 
  1. Include all tracked activities.
  2. Choose specific tracked activities.
  3. Search for an activity by name.
  4. Turn individual activities on or off. 

The activities selected here become the dataset used for Dashboard calculations and displays, including: 
  1. The tracked activity summary
  2. Forecast information
  3. Weighted completion
  4. Planned versus actual progress
Helpful Note: The Dashboard does not need to include every tracked activity. Select the activities that represent the scope you want to evaluate or present.

Configure Activity Progress Thresholds

The Activity Progress Threshold settings control the color indications used to communicate schedule status.


Thresholds can be defined based on the amount of schedule delay allowed before an activity changes status. This makes the Dashboard easier to scan by visually distinguishing activities that require attention.

By default, activity delay is indicated as: 
  1. Green: Delay of less than 14 days
  2. Yellow: Delay of up to 30 days
  3. Red: Delay of more than 30 days
These thresholds can be adjusted to reflect the project team's preferred schedule-control limits. 

Understand the Project Overview


The Project Overview provides the highest-level view of the monitored scope.

The summary includes information such as: 
  1. Weighted completion
  2. Contract Start
  3. Actual Start
  4. Contract End
  5. Forecast End Date
  6. Project Main Parameters
  7. Latest Site Snapshot
  8. Forecast End Date Status
The purpose of this section is to answer the management-level questions first: How far along are we, what are the major dates, and are we currently forecast to finish on time?

Weighted Completion


Weighted Completion represents the overall progress of the activities included in the Dashboard that have defined activity weights. 

DatuBIM combines each activity's normalized weight with its actual progress toward completion to calculate the overall weighted completion value. This provides a more meaningful project-level KPI than simply averaging the completion percentages of every activity.

Project Dates and Forecast


The Project Overview also surfaces the key schedule dates associated with the monitored work.

The Dashboard derives these dates from the monitored activities:
  1. Contract Start: The earliest Planned Start Date.
  2. Actual Start: The earliest Actual Start Date.
  3. Contract End: The latest Planned End Date.
  4. Forecast End Date: The latest Forecast End Date.
The Forecast End Date Status compares the forecast completion against the planned schedule and uses the configured thresholds to indicate whether the project is On Track, At Risk, or Delayed.  This allows the team to identify potential schedule issues without reviewing every activity individually. 

The Forecast End Date Status uses a separate set of percentage-based thresholds. The default values are 10% for Green, 20% for Yellow, and above 20% for Red. These thresholds can also be configured for the project.

Project Main Parameters

When a contract Gantt chart is available, the Project Main Parameters block summarizes key schedule and progress information from the project. 

This can include: 
  1. Project Contract Start Date
  2. Project Contract End Date
  3. Weighted Total Activity Completion
  4. Forecast End Date
  5. Planned Total Duration
The Planned Total Duration is calculated from the earliest activity date to the latest activity date in the project schedule.

Use the Latest Site Snapshot


The Latest Site Snapshot gives the schedule and progress information additional visual context. 

If no uploaded video is available, the Dashboard can display the site's 3D reality texture, allowing users to navigate the current site model directly from the Dashboard.

A site's video can also be uploaded and associated with a specific date. 



Previously updated snapshots are also retained so users can select and review the appropriate snapshot update.

Helpful Note: Supported file formats for video upload are MP4, MOV, and WEBM.

Review Tracked Activities


The Activities section provides the operational detail behind the project-level KPIs. 

Depending on the configured columns, the table can include: 
  1. Status
  2. Activity ID
  3. Activity name
  4. Forecast Date
  5. Planned end date
  6. Actual Start Date
  7. Actual End Date
  8. Actual Completion %
  9. % Weighted
  10. Other available activity information selected through the column configuration
This makes it easier to identify which specific activities are driving the overall project status.

For example, an activity may show: 
  1. Actual completion below planned completion
  2. A forecast end later than its planned end
  3. A significant schedule delta
  4. A large weighted contribution to the project
Together, those indicators can help teams prioritize which activities require further review. 

Open the Activity from the Dashboard

Select an activity row in Table View, or an activity card in Card View to open the corresponding activity card.

This allows you to move directly from a project-level issue identified on the Dashboard into the underlying activity information.

Change the Activity View

The Activities section can be viewed in different layouts, including Table View and Card View. 


When using Table View, you can further customize the information displayed by adjusting the visible columns or sorting the table by a selected column. 

Adjust Visible Columns

Select the column configuration icon next to the view controls to choose which activity information appears as columns in the table. This allows you to focus the table on the information most relevant to your current review.

Sort the Table by Column Headers

Select a column header again to switch between ascending and descending order.


For example, you can sort by completion, planned end date, schedule delta, or another displayed field to quickly identify activities that may require attention.

Use Visual Analytics

The Visual Analytics section provides graphical views of progress and schedule performance.


The Dashboard provides three primary analytics: 

Progress Trend

The Progress Trend graph shows how the weighted progress of the selected weighted activities changes over time. 
  1. The horizontal axis represents time.
  2. The vertical axis represents actual weighted progress.
  3. The slope of the graph shows how the completion trend of the monitored scope is developing over time.
The time scale can be viewed by days, weeks, or months.

Use this graph to understand whether the monitored scope is continuing to advance, and how the overall pace of completion is changing.

Planned vs. Actual Completion

The Planned vs. Actual Completion graph is recalculated against the current date and compares each activity's actual progress with where that activity should be based on the project schedule.

For example: 
  1. If an activity was planned to be 66% complete and its actual completion is 84%, it is ahead of planned progress. 
  2. If an activity was planned to be 100% complete but its actual completion is 63%, it is behind planned progress. 
This adds an important layer of context because an activity's actual completion percentage alone does not tell you whether that amount of progress is appropriate for the current point in the schedule.

Activities Status Distribution

The Activities Status Distribution provides a summary of how many selected activities are: 
  1. Not Started
  2. In Progress
  3. Completed
This gives stakeholders a quick understanding of the overall execution status of the monitored scope.

Configure Visual Analytics for the Question You Are Asking


Visual Analytics can be configured around the activities that are relevant to the management question you are trying to answer. 

For example, rather than reviewing the entire project, you may want a graph focused on: 
  1. A specific work package
  2. A group of related activities
  3. One or two high-priority activities

From your Dashboard, scroll to Visual Analytics and select Edit in the upper-right corner to customize each graph available.

Use the Dashboard to Identify Where to Investigate

The Dashboard is most useful as a starting point for project review rather than just a reporting screen. 

When reviewing the Dashboard, look for combinations such as: 
  1. High-weight activities that are behind planned progress
  2. Activities with forecast dates later than their planned end dates. 
  3. Significant schedule deltas.
  4. Project-level forecast status moving toward At Risk or Delayed.
  5. Progress trends that are beginning to flatten.
  6. Activities whose actual progress differs substantially from planned progress. 
Once an issue is identified, open the applicable activity to review its progress history, dates, quantities, evidence, and related design objects in more detail.

Need More Help?

Once your Dashboard is configured, your team can use it as a repeatable management view for reviewing current progress, schedule performance, and forecast risk. 

For help resolving common Progress Tracking questions or unexpected behavior, see Progress Tracking Troubleshooting and Quick Reference.

For a broader review of how the complete Progress Tracking workflow fits together, return to Progress Tracking Overview and Recommended Workflow.