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SiteInsights 3.0 Dashboard Overview

Cupix Support Center
  • Updated

SiteInsights 3.0 Dashboard Overview

TABLE OF CONTENTS

 

Introduction

SiteInsights 3.0 Dashboard consists of three pages:

  • Overview - This page provides an overview of the project's progress.
  • Schedule - This page offers comprehensive project insights by tracking progress task-by-task.
  • Detail View - This page shows spatial context through a BIM Viewer, Capture Viewer, and table view based on the vendor and work area.

The SiteInsights Dashboard consists of four tabs, accessible from the left sidebar navigation:

  • Overview — Provides a high-level summary of project progress, including completion status, trend projections, and per-item breakdowns.
  • Table — Displays a matrix view of progress organized by levels, work areas, and trades or vendors, with entry points to Field View and Progress Detail.
  • Gantt — Visualizes task-level progress against the planned schedule in a Gantt chart format, with hierarchical breakdowns by level, work area, and category.
  • History — Shows the processing status of each capture, including the Site Insight processing pipeline and per-level processing details.

Dashboard Controls

All four tabs share a common set of controls in the dashboard header:

  • Capture Date Selector — Select a capture date to view progress as of that date. Use the left and right arrows to navigate between available capture dates.
  • Location Filter — Filter the dashboard by level and work area using the {Level Name} > {Work Area Name} dropdown.
  • Trade Filter — Filter by trade using the Trade Name dropdown.
  • Vendor Filter — Filter by vendor using the Vendor Name dropdown
  • Metric — Select the progress metric to display. Options include Percentage (%) and Value (hr).

[image-placeholder]

Note: When a custom unifying unit (labor hour or cost) is not configured, progress is displayed as a percentage by default. Users can define custom metrics during SiteInsights setup. For details, refer to the SiteInsights Setup Guide.

[REVIEW] Confirm the full list of metric options. Screenshots show 'Percentage (%)' and 'Value (hr)' in Overview, and 'Quantity' in other tabs. Verify whether these are the same selector or tab-specific.

 

Overview Page

The Overview tab provides a high-level summary of overall project progress. It is divided into two main panels: the Completion panel on the left and the Progress Trend & Projection panel on the right.

[image-placeholder]

Completion

The Completion panel displays overall progress using a donut chart that shows the percentage of work completed and the percentage delayed.

Below the donut chart, progress is broken down by group. Use the Group by dropdown to organize by Work Phase, Vendor, or other available groupings. Each group item displays its individual progress percentage and a schedule status badge:

  • Delayed — Progress is behind the planned schedule.
  • Ahead — Progress is ahead of the planned schedule.
  • On Time — Progress is on track with the planned schedule.

[REVIEW] Confirm the full list of available 'Group by' options and the complete set of status badges when development is finalized.

 

Progress Trend & Projection

The Progress Trend & Projection panel displays an S-curve chart comparing actual progress against the planned schedule, with a forecast projection.

 

  • Projection based on — Select the projection basis from the dropdown (e.g., 30-Day Average).
  • 30-Day Average — Displays the average weekly progress rate (e.g., 4.8% / wk).
  • Time to Complete — Shows the estimated number of weeks remaining and the projected completion date. If the project is behind schedule, a delay indicator is displayed (e.g., 'Delayed 32 days').

The chart legend includes:

  • Actual (blue, filled area) — Actual progress recorded to date.
  • Planned (gray line) — The planned schedule baseline.
  • Forecast (light blue, filled area) — Projected future progress based on the selected projection basis.

A Today marker indicates the current date on the chart.

Click the arrow icon next to the Progress Trend & Projection header to view a larger version of the chart within the Progress Detail panel.

 

Progress Detail

The Progress Detail panel is a slide-in view accessible from the Overview tab. It provides a more detailed breakdown of project progress.

 

[image-placeholder]

 

Summary

  • Displays actual progress (including all delayed amounts).
  • Metric: Quantity (%) is the default. Please note:
    • Users can define a custom metric (labor hour or cost).
    • When a custom unifying unit (labor hour or cost) is not specified, the overall progress will be displayed as a percentage.

Views

Vendor Table (Vendor Subcategory & Metric: Quantity %)

 

(Work) Area Table (Level Work Area) & Metric: Quantity %)

 

Filter option to display past due items only.

 

Double-clicking on the chart will lead you to the schedule page, where relevant data is filtered and displayed.

 

Generate Progress Report

Generate a comprehensive progress report in PDF format:

  1. Click the Export SiteInsights Report icon in the top right corner of the header.
  2. Click on Export Progress Report.
  3. Choose from the following options:
    • Capture Date
    • BIM Categories
    • Vendors
    • Levels
    • Task Date Range
  4. Click Next.
  5. Choose the primary grouping from either Vendor or Area, and whether to include a trend chart (on by default).
  6. Click Create.
  7. The report will open in a new tab. Select the paper size and layout, then click Print as PDF.
  8. If using the Chrome web browser, a new window will open. Click on Save.
  9. Choose a folder and drive location for the PDF file, then click Save.
  10. You can now close the tab with the report in it.

 

Schedule Page

Summary

  • Task Basis Progress Tracking:
    • Provides comprehensive project insights by tracking progress on a task-by-task basis.
    • By adjusting the capture date, you can easily compare current task progress against the planned schedule in the Gantt chart.
    • Displays the progress in the Gannt chart based on the last updated schedule and marks the first and last object(s) detected.
    • Streamlines support for schedule revisions.
  • Completion Progress History:
    • Compares actual progress to the planned schedule, forecasts completion dates based on previous production rates, and provides the required production rate to meet the schedule.

 

Views

Task Basis Progress Tracking

  • The Task Timeline offers flexible column arrangement, sorting, and filtering options. With these functionalities, you can sort and focus on the progress of specific tasks.
  • It displays the progress in a Gantt chart and marks the first and last object detected.
  • By utilizing the timestamps of the first and last detected objects, you can examine whether an activity has been executed according to the planned schedule. You can also identify delays and determine if the task wasn't detected on the specified capture date.

 

 

Completion Progress History

  • The Completion Progress History chart illustrates the Actual Progress trend compared to the Planned Schedule.
  • It forecasts the completion date based on the production rate over the one-month, three-month, or entire duration.
  • The chart provides insights into the projected completion date and the required production rate to meet the schedule.
  • When selecting an individual activity or applying column filters, the Completion Progress History chart dynamically adjusts. (default will be based on all tracking activities).

(Column filter)

(Select individual activity)

(Completion progress)

 

Detail View Page

Summary

  • Displays details based on the vendor and work area.
  • Reality check:
    • The default BIM viewer is Blank and a message will be displayed to select a cell.
    • Highlighted drawing per selected cell.
    • When objects within a selected cell belong to multiple BIMs, Multi-BIM loading will be initiated.
  • UI for users to update the progress details.

 

Views

Status View

 

Activity View (formerly 'Phases')

Reality Check

  • Color-coded progress per selected cell in the table.
    • The default BIM Viewer is empty, a message to prompt the selection of a cell in the table will be displayed.
  • Multi-Model Loading: Multi-model BIM loading will be activated if a selected cell belongs to several BIM files.
  • The table will be highlighted to show the section in the BIM viewer.

 

 

Filter Option

  • Hide Progress Bar

 

Work Details

  1. Select the cell with the objects whose status you want to adjust.
  2. Toggle on Work Details in the upper right corner.
  3. Select the BIM List tab.
  4. The list of associated objects will be displayed.
  5. Check the items you want to modify, then click Change.
  6. Specify the 'New' status as either 'Complete' or 'Not Complete'.
  7. If you choose 'Complete', you'll also need to define the 'Completion date'.
  8. Click Save.



 

 

More Details on Activities

When viewing the Detail View page, it is important to note that not all categories have multiple activities:

  • Categories might be 'not complete' & 'complete' or 'not started' & 'completed'.
  • Other categories might have several activities. When this is the case the tab displays those activities.

Here are examples:

  • Basic Walls:
    • Not-Started
    • Framing Done
    • SheetRock Done
    • Painting
    • Done (when Painting is Done)
  • Ceilings:
    • Not-Started
    • Framing Done
    • Gypsum Done
    • Done (when Gypsum is Done)
  • Floors:
    • Not-Started
    • Concrete-Done
    • Tiles-Done
    • Done (when Tiles are Done)

There are many types of objects (categories that don't go through an activity). These include:

  • Ducts:
    • Not-Started
    • Installed
    • Done (when Installed)
  • Doors:
    • Not-Started
    • Doors Hung
    • Done (when Doors Hung)

 

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