Executive Overview

Users with an executive role, such as the VP of Operations, have access to the executive overview in the Insight module. The executive overview provides a view of data across projects, project types, or business units. This data is presented as a series of dashboards in the following tabs:

• Risk
• Design
• Quality
• Safety

Executives can customize dashboards to add, remove or reorganize Insight cards including Partner Cards.

Risk Dashboard (powered by Construction IQ)

The Risk dashboard requires access to Construction IQ. Cards include:

• Safety Risk Factors: A summary of the contributing factors to a project's daily safety risk rating.
• Quality Risk Overview: View the total number of projects with high, medium, or low risk.
• Project Risk Trend: View risk by project through time.
• Project Risk: View risk by project.
• High Risk Quality Issues: Understand risk categories on all quality issues (type = Quality)
• Locations: See where all your projects are located on a map.

See the Analyze Cross-Project Risk topic for more details.

Design Dashboard

Understand your design risk across projects, project type, and business units. Cards include:

• Design Issues Status by Project: See the total number of open or answered design issues for each project. Issues that are overdue or due within the next five days are highlighted.
• Approval Reviews by Project: See outstanding approval reviews by due date category (overdue, due within the next five days, or due beyond five days) for each project with active reviews.
• Design Risk Heatmap (powered by Construction IQ): Understand the root cause of design issues for each project, including closed issues. Root causes can be filtered by date. Root causes for critical building components are highlighted.

Safety and Quality Dashboards

Cards include:

• Safety/Quality Checklist Activity: Shows the total number of checklists performed over time.
• Safety/Quality Checklist Conformance: Shows the total percentage of passed or failed checklists over time by project.
• Safety Risk Factors: A summary of the contributing factors to a project's daily safety risk rating. This card is added by default to both the Risk and Safety dashboards.

Cost Dashboard

View a summary of cost information across projects to understand performance and monitor cost overruns. Cards include:

• Cost Summary by Project: Shows a summary of all project costs sorted by business unit or project type.