Performance View Overview

Performance View Overview

Plan availability on Plus with add-on subscription

Maintain a birds-eye view of ongoing projects using the CoConstruct Performance View. This series of reports and modules details key components of your projects to keep you in the loop but out of unnecessary details.

Your CoConstruct Performance Dashboard is designed to give you a quick view of the key components of your ongoing projects.

The Basics

Any team members given the View Performance View permission has access to the various modules and reports. Simply click Performance from the top navigation bar to get started.

Understand the key metrics for your projects using the 9 provided widgets. These modules focus on project financials, operations, process compliance, and client engagement. The performance View provides insights into:

  • Schedule timelines
  • Project profitability
  • Potential selection dollars lost
  • Task completeness
  • Late selections
  • Schedule update patterns
  • Job Log frequency
  • Client login activity
  • Client communication

Projects in Flight

Project Schedules vs Baseline

Looking to understand how all your active projects chronologically stack up against each other at a high level? This widget provides an overview of your project schedule's total duration so that you can clearly see the jobs you have in progress and in the pipeline to begin.  This information can help you better determine when you'll be able to start a new project.

Performance View | Project in Flight widget

See the actual duration of each project compared to the baseline view so you can tell how your team is performing against projected start and completion dates for each job.

Financials

The two financial widgets showcase profitability across all active projects plus any selection dollar values left on the table,

Estimated vs Projected Profit

Looking to quickly understand the financial status of your current projects? The left most module displays the estimated versus projected profit of all active projects. Quickly see where budget shortfalls impact the project bottom line.

Performance View | Financials estimated versus projected profit widget

Selections Not Sent on Change Orders

Looking to keep an eye on unapproved selections? Want to ensure all selections end up on a change order for billing and payment? Review the financial implications of selections that have been made on your active projects but have not been signed off on by approval documents. This is a great tool to keep your teams on track with managing the approval process for selections and ensuring you don't leave money on the table.

Performance View | Financials widget showing decided selections not on change orders

Review the financial implications of selections that have been made on your active projects but have yet to be signed off on by approval documents.  This is a great tool to keep your teams on track with managing the approval process for selections and ensuring you don't leave money on the table.

Operations

The two operations modules showcase the status of schedule tasks and selections on active projects.

Schedule Status

Looking to understand the accuracy of your project schedules? Keep your teams on track with schedule updates by monitoring the status of schedule tasks. This graph displays a progress bar of completed, overdue, upcoming, and open tasks for all your active project schedules to help monitor your team's activity with keeping schedules up-to-date and completing tasks on time. You'll be able to set metrics for your team by seeing an overall percentage of overdue tasks across the jobs.

Performance View | Operations widget showing the status of schedule tasks

Selection Status

Likewise, keep your selections coordinators and project managers on track with client selection deadlines. Timely selection choices are a key factor in keeping your project schedules on track and this graph helps you monitor the progress of selection choices on your active projects to ensure everything stays on schedule.

Performance View | Operations widget showing the status of selections

Process Compliance

Keep an eye on the activity of your team with two compliance modules focused on schedule updates and job log posts. Regular activity translates to accurate project information and informed clients.

Schedule Activity

Want to ensure you team members regularly make updates on project schedules? Ensure your team is following internal processes for keeping your schedules up-to-date by monitoring weekly updates of your project schedules. Whether you require your schedules to be updated weekly or daily, this graph will show you how many times in the week your schedule was updated so you can hold your teams responsible for keeping it up-to-date.

Performance View | Process Compliance for updating schedule tasks on your team

Job Log Activity

Want to ensure team members regularly update the job log with daily notes and observations? Job Logs are a great way to communicate site progress and issues to both clients and team members. This graph will help you monitor job log entries across your active projects to make sure your team is recording important information and adhering to daily or weekly job log updates.

Performance View | Process Compliance on job log updates and posts each day

Job Logs are a great way to communicate site progress and issues to both clients and team members.  This graph will help you monitor job log entries across your active projects to make sure your team is recording important information and adhering to daily or weekly job log updates.

Client Engagement

A great indicator of a successful project lies with a customer’s engagement with the experience. Knowing if a client interacts with the details, communicates with you and your team, or even just logs in goes a long way towards measuring client happiness.

Client Engagement

Looking to understand if your clients login or make selections? Keeping your clients engaged in their project is a key way to ensure a smooth process and a happy client. Tracking how engaged your customers are in the system can help you identify issues and potential delays early on and encourage clients to play a part in their job progress. This graph will show activities by your clients in the system including logins, selection decisions, comments, and messages.

Performance View | Customer engagement with interacting with the system

Keeping your clients engaged in their project is a key way to ensure a smooth process and a happy client. Tracking how engaged your customers are in the system can help you identify issues and potential delays early on and encourage clients to play a part in their job progress.  This graph will show activities by your client in the system including logins, selection decisions, comments and messages.

Client Communication

Ever wonder if clients are communicating? Or maybe even how often they interact with your team? Since strong communication makes for a successful project, this module will display the comments and messages from your clients over the last seven days. See client communication displayed chronologically to provide a good summary of client engagement, questions, and concerns to ensure things are addressed in a timely manner.

Performance View | Client Engagement with communication on projects

Strong communication makes for a successful project. 

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