Work Progress Metrics

How work is counted (Quantities)

Dashboards count work in groups, where a group is one work category on one piece of equipment (for example, one "FAT Level 1" checklist on one air handler). All work items that belong to the same equipment and the same category count as one quantity, no matter how many individual items or sections that checklist contains.

• Three equipment that each have a "FAT Level 1" checklist = a quantity of 3.
• If those same three pieces of equipment also each have a "Level 4 (FPT)" checklist, the total quantity becomes 6 — one per equipment, per checklist type.
• Project-level work (work not attached to equipment, like design reviews or meeting minutes) is counted individually: each work item is one quantity.

A group's status rolls up from its items: it shows Complete only when every work item in it is complete, Not Started only when none have been started, and In Progress for anything in between.

How progress percentages are calculated

Completion percentages are weighted by hours (the effort value on each work item):

Completion % = completed hours ÷ total hours × 100

This means a 40-hour functional test moves the needle more than a 1-hour checklist — progress reflects the amount of effort finished, not just the count of items checked off. Percentages are rounded to two decimal places.

Hours can be set on individual work items, through templates, or in bulk in the app or using configuration forms and batch updates.

Partial credit within a work item

Work items don't have to be all-or-nothing. When a work item has validation on it — checkbox or text cells organized into validation groups, and/or required file uploads — it earns credit proportionally as those checkboxes and data are entered into the form.

Work item progress = satisfied requirements ÷ total requirements

• A checkbox cell counts when it's checked; a text cell counts when it's filled in.
• Validation groups honor their AND/OR rules: an OR group is satisfied when any of its cells is satisfied; an AND group requires all of them.
• A required file counts once a file is attached and, if approval is required, approved (and not rejected).

That fraction is multiplied by the work item's hours. So a 10-hour work item with 4 of 8 requirements (e.g. 4 or 8 rows have the "Pass" checkbox clicked, turning the red cells green) satisfied contributes 5 completed hours to the totals — this is why you'll see completion progress climbing before whole checklists (quantities) finish. It will show as 50% complete for that equipment and work category on the equipment matrix.

Work items with no validation requirements are counted on status alone: they contribute their full hours when marked Complete, and nothing before that.

How progress rolls up

The same hours-based math applies at every level — equipment, category, project, and account. The account-level number is a single hours-weighted percentage across all work in your active projects (templates, closed, and deleted projects are excluded); it is not an average of per-project percentages, so large projects influence it proportionally.

S-Curve charts use the same weighting: the planned curve accumulates each group's hours at its due date, and the actual curve accumulates hours as items are completed. When the chart's Include Partial Progress option is on, in-progress items also contribute their fractional hours.

When dashboards update

Dashboards recalculate automatically when work changes — editing work items, checking boxes, filling in cells, or attaching required files all trigger an update. To keep large accounts fast, automatic recalculations are rate-limited: a project's metrics refresh at most about once per hour, and account-level metrics at most about every four hours. If you need current numbers immediately, use the manual Recalculate option on a dashboard toolbar, which refreshes everything right away.

Notes

• Work item statuses are Not Started, In Progress, and Complete.
• Issues have counts by status (Open, Closed, etc.) but no completion percentage; equipment status counts come directly from each equipment's status.
• Equipment status is automatically set based on the work and issues attached to it, as long as the 'Auto equipment status updates' is turned on for a project (this is the default state).
• Custom metrics configured as percentages are based on group counts (matching groups ÷ all groups), not hours.