Track progress and health
Set a project's percent complete and health status, then use the Projects list to spot projects that are at risk or delayed.
Each renovation project carries two signals you control: how far along it is, and whether it is healthy. You set both yourself, and they show up on the project, on its card in your Projects list, and in the list’s summary at the top. This walks through setting them and using the list to find projects that need attention.
Set percent complete and health
Section titled “Set percent complete and health”In the sidebar, select Projects, then open the project from its card. Select Edit from the card’s menu if you want to go straight to the editor.
Along the top you see Overview, Team, Timeline, Budget, Change Orders, and Documents. Select Overview, then scroll to the Progress & Status card.
Move the slider anywhere from 0% to 100%. The current value shows under the slider and a progress bar fills to match.
Open the Project Status dropdown and choose Draft, Planning, In Progress, On Hold, or Completed. See Project statuses for what each one means.
Open the Health Status dropdown and choose one of these.
| Choice | Meaning |
|---|---|
| On Track | No issues |
| At Risk | Potential problems identified |
| Delayed | Behind schedule |
| Blocked | Cannot proceed |
Select Save Changes at the bottom of the page.
Read the Projects list
Section titled “Read the Projects list”The Projects page summarizes everything at a glance:
- Total Projects
- Total Budget
- Total Spent
- On Schedule, shown as a fraction such as 3/4 (how many of your projects are marked On Track)
- Approved COs, the total of approved change orders
When any project is At Risk, Delayed or Blocked, a yellow Project Health Alert appears under these cards and counts them, for example “1 project at risk, 2 delayed projects, 1 blocked project”.
Find projects with filters
Section titled “Find projects with filters”Above the project cards you can narrow the list.
Enter text in Search by project name or address… to match a project’s name or its address.
Open Status and choose a project status. The list shows only projects with that status.
Open Health and choose On Track, At Risk, Delayed or Blocked.
Use the grid and list buttons at the right to change between cards and rows.
Filters combine, so you can ask for projects that are In Progress and Delayed at once. To start over, use the clear option on the filter bar. If nothing matches, the page says No projects found and suggests adjusting your filters.