Weighted project health scorecard for construction
A 0 to 1 project health index from weighted categories, with the arithmetic and data coverage shown so nobody has to take the score on faith.
The problem
Many scorecards are a column of red, amber and green typed in each month, or a formula nobody has checked. When a category has no data it often scores zero, and errors can cancel out so the total looks reasonable while part of the weighting is disconnected from actual performance.
What we build
We score each project across weighted categories, such as schedule, completion variance, safety, receivables, cash position and observations, against bands stored as data. A category with no data is blank, not zero, and a coverage figure shows how much of each score is measured.
How it works
- 1
Agree categories and weights
We start from your current scorecard, then define each category's measure, its source and the bands that score 3, 2 or 0.
- 2
Store bands as data
Weights and bands live in a table, so management can retune them without a developer or a model change.
- 3
Score from source records
Milestones, incidents, AR, cost and observation data drive each category; manual judgment categories are captured as validated inputs.
- 4
Show the arithmetic
The scorecard page lists each category's score, band, weight and contribution, plus coverage percent and a measured-only score.
- Procore
- Sage 100 Contractor
- Outbuild
- SharePoint
- Microsoft Fabric
- Power BI
The value it creates
Early warning
A project's score drops as soon as the underlying records change, not at the next monthly review.
Standardization
Every project is scored with the same rules, and rule changes are recorded rather than made in a cell.
Better decisions
Leaders can see which category pulled a score down and act on that, instead of debating the color.
Proof
Related use cases
- Built and shown
A construction data lakehouse in Microsoft Fabric
One governed home for construction data: raw sources landed, cleaned, mapped, checked, and published to Power BI and a SQL endpoint.
- Built and shown
Automated WIP schedule from Procore and accounting
A WIP schedule that builds itself from Procore and your accounting system every night, with month-end figures frozen as reported.
- Built and shown
Executive portfolio dashboard for contractors
A portfolio page and a one-page executive KPI view, with drill-through from any project to its detail.
- Built and shown
Job cost reconciliation between Procore and accounting
A nightly cross-check of Procore cost against accounting job cost, with every difference listed and traced to the system to fix.
- Built and shown
Monthly progress report automation for contractors
The monthly progress workbook rebuilt as a refreshing Power BI report, with every figure traced to a source system or a validated input.
- Built and shown
Structured manual inputs in SharePoint for data no system tracks
Wins, risks, safety, and QC registers move from loose spreadsheets into SharePoint lists with defined fields that flow through the same quality checks.
Frequently asked questions
Why show a blank instead of zero for missing data?
Zero means the project performed badly; blank means we do not know. Treating missing data as zero punishes projects for gaps in the data rather than their performance, so we keep it blank and report coverage.
Can we change the weights later?
Yes. Weights and bands are stored as data, so management can retune them without a developer. Changes are versioned so past scores can be explained.
What if some categories are judgment calls?
Those are captured as validated manual inputs, for example a manager's profitability assessment, tied to a project and period. The scorecard shows which categories are measured and which are judged.
Will rebuilding our scorecard find problems in it?
It can. In one rebuild, reading every formula exposed two scorecard errors that offset each other, so the total looked right while part of the weighting was disconnected. We document anything like that before replacing it.
Next step
Which report or workflow would you like to improve?
Tell us what your team does today, which systems are involved, and what you want to change. We'll discuss whether there is a practical fit.
Prefer email? charley@buildflows.ai