Allows to score a project's health with respect to the budget, schedule, client satisfaction, and team satisfaction.
Example
{
"id": "caecbed5-064c-4e4a-a2dc-125051a82b93",
"date": "2024-06-07",
"createdAt": "2024-06-13T13:16:08.352Z",
"useBudget": true,
"budgetHealthId": "fair",
"budgetHealthNotes": "As of now, we are projecting to miss our gross margin goal by 3.5%. We will make efforts to increase efficiency in the final months of this project.",
"clientSatisfactionId": "excellent",
"clientSatisfactionNotes": "The client is extremely happy with both our effort and our work product. We have received numerous compliments on the pace of delivery and overall quality of service.",
"scheduleHealthId": "excellent",
"scheduleHealthNotes": "The team has been working an average of 15 additional hours per week in order to catch up on our work plan. We are now predicting that we will deliver the project two weeks earlier than plan.",
"teamSatisfactionId": "poor",
"teamSatisfactionNotes": "Working the team 10 hours per day.",
"score": 9,
"billableHours": 1777.83,
"budgetBillableHours": 2475,
"budgetExpensesCost": 8500,
"budgetExpensesRevenue": 6500,
"budgetInternalHours": null,
"budgetNonBillableHours": 120,
"budgetServicesCost": 210665,
"budgetServicesGrossMargin": 0.48,
"budgetServicesGrossProfit": 194460,
"budgetServicesRevenue": 405125,
"budgetTotalCost": 219165,
"budgetTotalGrossMargin": 0.498,
"budgetTotalGrossProfit": 217460,
"budgetTotalHours": 2595,
"budgetTotalRevenue": 436625,
"expensesCost": 14756.48,
"expensesRevenue": 13836.9,
"internalHours": null,
"nonBillableHours": 49,
"servicesCost": 156547.96,
"servicesGrossMargin": 0.4742,
"servicesGrossProfit": 141205.64,
"servicesRevenue": 297753.6,
"totalCost": 171304.44,
"totalGrossMargin": 0.4985,
"totalGrossProfit": 170286.06,
"totalHours": 1826.83,
"totalRevenue": 341590.5,
"notes": null,
"createdBy": {
"id": "db010cff-a6f6-4c4e-8160-b6b7562865ff",
"name": "Cameron Howe"
},
"modifiedBy": {
"id": "db010cff-a6f6-4c4e-8160-b6b7562865ff",
"name": "Cameron Howe"
},
"project": {
"id": "fb0f9e5e-487e-406e-8d14-344c7bec70ad",
"name": "Shopify Store Development",
"client": {
"id": "d5afaffe-09e5-4d73-b02c-905b40fc6c22",
"name": "Acme Company"
}
}
}
Attributes
Name | Type | Description |
---|---|---|
id | uuid | The unique identifier for the object. |
date | date | The date of the item. Will be in the form YYYY-MM-DD . |
createdAt | timestamp | The timestamp when the object was created. |
useBudget | boolean | Flag to indicate if the budget is being used. |
budgetHealthId | string | The health status of the budget. Can be either "excellent" , "fair" or "poor" . |
budgetHealthNotes | string | Notes providing details about the budget health. |
clientSatisfactionId | string | The client's satisfaction status. Can be either "excellent" , "fair" or "poor" . |
clientSatisfactionNotes | string | Notes providing details about client satisfaction. |
scheduleHealthId | string | The health status of the schedule. Can be either "excellent" , "fair" or "poor" . |
scheduleHealthNotes | string | Notes providing details about the schedule health. |
teamSatisfactionId | string | The team's satisfaction status. Can be either "excellent" , "fair" or "poor" . |
teamSatisfactionNotes | string | Notes providing details about the team's satisfaction. |
score | number | The overall score for the object. |
billableHours | number | The total number of billable hours. |
budgetBillableHours | number | The budgeted number of billable hours. |
budgetExpensesCost | number | The budgeted cost of expenses. |
budgetExpensesRevenue | number | The budgeted revenue from expenses. |
budgetInternalHours | number | The budgeted internal hours. |
budgetNonBillableHours | number | The budgeted number of non-billable hours. |
budgetServicesCost | number | The budgeted cost of services. |
budgetServicesGrossMargin | number | The budgeted gross margin for services. |
budgetServicesGrossProfit | number | The budgeted gross profit from services. |
budgetServicesRevenue | number | The budgeted revenue from services. |
budgetTotalCost | number | The total budgeted cost. |
budgetTotalGrossMargin | number | The total budgeted gross margin. |
budgetTotalGrossProfit | number | The total budgeted gross profit. |
budgetTotalHours | number | The total budgeted hours. |
budgetTotalRevenue | number | The total budgeted revenue. |
expensesCost | number | The cost of expenses. |
expensesRevenue | number | The revenue from expenses. |
internalHours | number | The number of internal hours. |
nonBillableHours | number | The number of non-billable hours. |
servicesCost | number | The cost of services. |
servicesGrossMargin | number | The gross margin for services. |
servicesGrossProfit | number | The gross profit from services. |
servicesRevenue | number | The revenue from services. |
totalCost | number | The total cost. |
totalGrossMargin | number | The total gross margin. |
totalGrossProfit | number | The total gross profit. |
totalHours | number | The total hours. |
totalRevenue | number | The total revenue. |
notes | string | A general commentary for the health report. |
createdBy | object | The member who created the health report, including id and name attributes. See attributes. |
modifiedBy | object | The member who last modified the health report, including id and name attributes. See attributes. |
project | object | The related project, including id , name , and a client object with id and name attributes. See attributes. |
Member attributes
Name | Type | Description |
---|---|---|
id | uuid | The unique identifier for the object. |
name | string | The name of the member. |
Project attributes
Name | Type | Description |
---|---|---|
id | uuid | The unique identifier for the object. |
name | string | The name of the project. |
client | object | A simple object to the related client. See attributes. |
Client attributes
Name | Type | Description |
---|---|---|
id | uuid | The unique identifier for the object. |
name | string | The name of the client. |