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Project List

Updated

Overview

The project list settings in BQE CORE allow you to set the default behavior for tracking the health of some project metrics. These settings are applicable company wide and toggle on conditional formatting for the project KPI columns for your company. When enabled here, you can configure the alert thresholds for each.

Field Descriptions

How To

Set Conditional Formatting for Project Metrics

Field Descriptions

Field Name Field Description
Settings > Projects > Project List >
Project List Column Conditional Formatting

With conditional formatting, you can apply formatting rules to the columns in your Projects list view.

In CORE, conditional formatting uses four colors—red, orange, yellow, and green to represent different levels of performance or status for various project metrics. These colors provide an easy-to-read visual indicator that helps you quickly identify whether a project is performing well or needs attention.

  • Green: Indicates optimal or excellent performance. The value or metric is meeting or exceeding expectations.
    Yellow: Indicates caution or a warning. The metric is approaching a threshold and might need attention but isn't critical yet.
    Orange: Represents a more serious concern or an area requiring attention. It is often a warning that the metric is near a critical level.
    Red: Indicates poor performance or that the metric has fallen below an acceptable threshold. Immediate attention or action is required.

CORE comes with default threshold values for each metric, which are designed to provide a starting point for tracking project performance. However, these values can be customized to fit your specific needs or requirements. You can easily adjust the thresholds as needed to align with your project's unique goals and performance expectations.

Set Conditional Formatting for Project Metrics

Conditional formatting in CORE helps you visually track the performance and status of various project metrics in the Projects screen. By using color indicators such as green, yellow, orange, and red, you can quickly assess whether a project is performing well or requires attention. You can turn on these columns on the Projects list view and monitor the health of the projects. Here, you can set the alert thresholds for those metrics.

To set up conditional formatting in CORE, follow these steps:

  1. Open the Settings screen from the side menu.

    Set Conditional Formatting.jpg
  2. Click Projects > Project List.
  3. On the Project List Column Conditional Formatting panel, you will see the default threshold values for each metric, along with the color indicators (green, yellow, orange, red). Check Field Descriptions above for details.
  4. Use the toggle button to enable or disable conditional formatting for various columns in the Projects screen.
  5. Adjust the threshold values as needed to suit your project’s goals and performance expectations. These values will define the alert threshold and when the color changes on the Projects list view grid based on project metrics.
  6. Click Save.

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