Punchlist Dashboard

The Punchlist Dashboard gives you clear, comprehensive visibility into all site issues and their closure progress. You can view punch items by status, responsible contractor, category, and more—helping you stay ahead of deadlines and keep work moving. Trend charts highlight item creation and resolution patterns so you can spot bottlenecks early and ensure nothing slips through the cracks.

The charts and statistics displayed vary based on your role in the project:

• General Contractors – Access complete punchlist statistics for the entire project.
• Subcontractors and Other Stakeholders – View statistics only for the punchlist items in which they are directly involved as a creator, assignee, or approver.

You can filter the charts by status, type, contractor, and other attributes to focus on the details that matter. Cross-filtering allows selections in one chart to automatically update related visuals, helping you quickly narrow down data and understand patterns at a glance. For more information, see Cross Filtering Options.

To view the punchlist dashboard

• Ensure you are on the Punchlist module of the project. If not,
  • Click the app launcher icon in the top-right  and select 'Quality.'
  • Click 'Punchlist' at the top

The Punchlist dashboard opens by default.

• Click 'Dashboard' on the left if you are on a different screen in the Punchlist module

The dashboard shows the following charts:

• Punchlist Count by Status
• Punchlist Count by Due Status
• Punchlist Contractor Distribution
• Punchlist Trade Type Distribution
• Punchlist Count by Creator
• Resolution Timeline

Punchlist Count by Status

The donut chart provides a high-level snapshot of punchlist items across workflow stages, showing how many are open, in progress, or resolved, so you can quickly gauge overall closure health.

The legends are shown at the top. 

• Use the left and right arrows to scroll the legend strip
• Hover your mouse over a sector to view the number of PLIs in that status, along with their percentage share of the total PLIs.
• Click on a sector to set that type as a filter and apply that as filter criteria to other charts. See Cross Filtering Options to learn more about this.

Punchlist Count by Due Status

The bar chart visualizes punchlist items by due date, grouped week-by-week, helping you identify upcoming deadlines, overdue items, and potential schedule risks.

• Place your mouse on a bar to view the number of punchlists in that due category
• Really Late - The number of punchlists that are outstanding and overdue from the period before the previous week 
• Late Last Week - The number of punchlists that are outstanding and overdue from the previous week 
• Due this week - The number of punchlists that are due within the current week
• Due Later - The number of punchlists that are not overdue

See Zoom and Filtering Options to focus on particular data on the chart.

Punchlist Contractor Distribution

The donut chart highlights how punchlist items are distributed across assigned contractors, making it easy to spot workload imbalances or concentration of issues.

The legends are shown at the top.

• Use the left and right arrows to scroll the legend strip
• Hover your mouse over a sector to view the number of PLIs created by that contractor, along with their percentage share of the total Punchlists
• Click on a sector to set that type as a filter and apply that as filter criteria to other charts. See Cross Filtering Options to learn more about this.

Punchlist Trade Type Distribution

The donut chart breaks down punchlist items by trade or division of work, helping teams identify which trades are driving the most site issues.

The legends are shown at the top. 

• Use the left and right arrows to scroll the legend strip
• Hover your mouse over a sector to view the number of punchlist items in that category, along with their percentage share of the total.
• Click on a sector to set that type as a filter and apply that as filter criteria to other charts. See Cross Filtering Options to learn more about this.

Punchlist Count by Creator

The donut chart shows who created each punchlist item, offering insight into issue origination patterns across contractors.

The legends are shown at the top.

• Use the left and right arrows to scroll the legend strip
• Hover your mouse over a sector to view the number of punchlist items in that category, along with their percentage share of the total.
• Click on a sector to set that type as a filter and apply that as filter criteria to other charts. See Cross Filtering Options to learn more about this.

Resolution Timeline

The bar chart tracks outstanding versus resolved punchlist items on a month-by-month basis from project start, revealing resolution trends and improvements over time.

• Hover over a month to see detailed statistics of PLIs created and closed during that month
• See Zoom and Filtering Options to focus on particular data on the chart.

Cross Filtering Options

The cross-filtering feature enables you to choose a category on one chart and instantly apply that category as a filter across all visualizations. This action refines the data displayed in the other charts, showing only the statistics related to the selected category of PLIs. Additionally, you can layer multiple filters by selecting different sectors across the charts, allowing for deeper, more specific analysis of the filtered results. 

Note: You can add custom filtering options only from the donut/pie charts and the tables in the dashboard. 

• Click on any sector within the donut charts to filter other charts with that category as filter criteria

• Repeat the process on the other charts successively to drill down the results 

The Filters pane on the left shows the successively applied filters

• Click the 'X' mark beside a filter to remove it.

Filter by Time Range

• Click the 'Time Range' filter
• Select the range type from the drop-down menu and choose the desired time range

You can also set a custom time range with a specific date and time

• Click the'Apply' button to set the filter for the selected time range

Illustration

For example, if you want to view statistics of PLIs that are in 'Open' status, under the concrete trade type, you can cascade these two filters from the respective charts:

• Click 'Open' sector in the 'Status' chart

All charts are filtered to show only the statistics of PLIs that are in progress.

• Then click 'Concrete' in the 'Trade' chart

The charts now show only the PLIs that are in progress and have both cost and schedule impact.

The 'Filters' pane on the left shows the filters applied in order.

• Click the 'X' button beside a filter to remove it

Zoom and Filtering Options

Zoom option:

This function is applicable to all bar charts to get a precise view of a particular area.

• Use the sliders at the bottom or sides to zoom the chart to a required timeline

• Click , drag, and select an area to zoom in to view data on that particular area
• Click to reset the zoom

Filtering options:

Filtering options are available for both pie charts and bar charts.

• Click on the legends at the top of the particular chart to hide/show those categories in the chart. This filter option is applied only to that particular chart.
  • Click 'All' to clear all filters and show all categories
  • Click 'Inv' to invert your selection of categories