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View the Snag List Dashboard

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Background

Monitor and evaluate project-specific snag items using interactive visual graphs and summary charts. Visualizing metrics such as workflow status, responsible companies, average response times and overdue items enables project teams to quickly identify bottlenecks and manage snag list items toward resolution.

Things to Consider

 Modernised Snag List View (Beta)

Experience faster filtering, dynamic grouping, saved custom views and expanded bulk editing with the new Smart Grid Table. Read the Navigate the Modernised Snag List View Beta guide to see what's new and learn how to turn it on.

  • Required User Permissions:

    • 'Read Only' level permissions or higher on the project's Snag List tool.

Steps

  1. Navigate to the project's Snag List tool.

  2. Click My Items or All Items to view the dashboard.

  3. Use the dashboard charts to track metrics:

    • Status. An interactive chart displaying the distribution of snag items by their workflow status.

    • Items by Company. An interactive chart displaying all assignee companies with snag items by status of Open, Closed or Overdue.

    • Average Response Time. Displays the average response time of assignees for snag items by calculating the average number of days it takes a snag item to go from 'Work Required' to 'Ready to Review'.

    • Total Overdue Snag List Items. Displays the total number of snag list items currently Overdue.

    • Snag List Dashboard

  4. Hover the cursor over chart elements to view specific data details.

  5. Select individual chart elements to filter and narrow the visible dashboard data.

  6. Apply filters to the dataset as needed:

    • Click Add Filter and select a filter category from the drop-down menu.

    • Select the tickbox next to each desired option in the drop-down menu to apply secondary filters.

  7. Click Clear All to remove any filters that have been applied to the dataset.

See Also