Command Center
Online Help
The Command Center is the daily operations hub for project managers and leadership. It combines portfolio KPIs, an actionable work queue, and Red / Yellow / Green job triage so you can spot problems early, assign follow-ups, and track them to completion.
The page reads top-to-bottom: metrics, filters, queue, then portfolio health bands.
Use ⺠Refresh in the header to reload portfolio data and the queue. The Jump to⦠menu links to other PM tools (Operations Center Gantt, Regional Situation Report, Variance Trend, etc.).
Header shortcuts: ? opens this help page; β opens Settings (account, theme, and saved defaults). Click your user pill (initials when signed in) to open Settings as well. On localhost you can set identity manually; in production, Microsoft 365 sign-in is used for queue ownership and audit entries.
Sticky summary at the top β updates when filters change.
Three evenly spaced counters show how many filtered jobs fall in each triage band:
These match the Red / Yellow / Green tables below and respect your current Person, Territory, and other filters.
Narrow the portfolio before triaging or reviewing the queue.
| Control | What it does |
|---|---|
| Search | Filter by job name or customer text. |
| Person | Show jobs where selected people are PM or PEx. Leave on ALL for the full portfolio. |
| Movers | Filter by week-over-week GM% trend (same logic as Variance Trend β |Ξ| > 1 pt). Options: Getting worse, Getting better, Movers only. |
| Territory | Roll up jobs by ops territory (Kansas City, Florida, Arkansas, Oklahoma, Omaha, Iowa, Colorado, New Mexico). |
| Groups | Apply saved PM filter groups (shared with the Operations Center Gantt). |
Click More filters βΎ to open Health, GM% threshold, property type, and state filters.
| Toggle | Effect |
|---|---|
| Hide Residential | Removes residential jobs from triage tables (KPI total unchanged). |
| Hide 100% Done | Removes completed jobs from triage tables. |
| Quiet Mode | Simplified triage layout β fewer columns, tap a row to expand metrics. Hides the action queue on mobile. |
| Decode | Server-side geocode for jobs missing map coordinates. |
Operational items that need a person to acknowledge, complete, or escalate.
| Tab | Shows |
|---|---|
| My Queue | Open items assigned to you (matches your signed-in email). |
| All Open | Every open, acknowledged, or escalated item in the filtered portfolio. |
| Snoozed | Items temporarily deferred. |
| Blocked | Items waiting on an external dependency. |
| Completed Today | Items resolved today. |
Click a row to expand details, timeline, and notes. Action buttons on the right:
| Action | Purpose |
|---|---|
| Acknowledge | Accept ownership of an open item. |
| Snooze | Defer with a reminder date. |
| Complete | Mark resolved. |
| Block | Flag as blocked with a reason. |
| Reassign | Transfer to another person. |
| Note | Add a comment to the audit trail. |
| Escalate | Send to admin review. |
Queue items can be created manually or ingested from other systems:
Open the queue with a direct link using ?task=<queue-item-id> in the URL β the page selects the right tab and highlights the row.
Every active job in the filtered portfolio is classified into one health band.
| Band | Criteria | Subtitle on page |
|---|---|---|
| RED | Productivity (CPI) < 0.85 or Fcst GM% < 10% | Critical alerts |
| YELLOW | CPI 0.85β0.99 or GM% 10β18% | Pending items / watching |
| GREEN | CPI β₯ 1.0 and GM% β₯ 18% (healthy margin) | On track |
Click a band header to collapse or expand its table. RED and YELLOW bands sort by severity (lowest CPI first). Use the Movers filter to re-sort by GM% week-over-week direction instead.
Full table mode (Quiet Mode off).
| Column | Meaning |
|---|---|
| # | Row number within the band. |
| Job | Job code and project name. BILL badge = billing/cost data issue. |
| PM | Project manager. |
| Why | Health reason flags for this band. |
| Fcst GM% | Forecast gross margin percentage. |
| Trend | Week-over-week GM% change vs ~7 days ago (squiggly arrow β better / worse / flat). |
| % Done | Production percent complete. |
| EAC Ξ | Contract value minus estimate-at-completion (green = under budget). |
| Last Report | Days since the last daily job log entry (Today, 1d ago, etc.). |
| Wx | NWS weather snapshot β alerts highlighted in red/amber. |
| Quick Action | Task button β opens inline task form below the row. |
Three ways to create actionable work β choose the path that fits.
Use Assign Task in the queue header (or mobile bottom bar) when you need a task routed to the active PM, Foreman, or Superintendent on a job.
Add item creates a general queue row with optional job code, department, owner, and CC person β useful for ops issues that are not role-routed job tasks.
| Tool | Use when⦠|
|---|---|
| PM Variance | Deep-dive a single job's costs, margin, and production detail (opened from triage row click). |
| Operations Center | Schedule, crew assignments, job setup, and Gantt planning. |
| Settings | Account (name, email, role), theme, Command Center defaults, and Regional Report default segment. Open via β or your user pill. |
| Regional Situation Report | Friday ops call rollup β Group By territory, PEx, PM, foreman, superintendent, city, nearest office, or Sales Team (Sold / Forecasted / Warm pipeline by KC, FL, etc.). Help β |
| Variance Trend | GM% movers analysis β same trend logic as the Movers filter. |
| Gantt Help β TASK process | Extended documentation on role-based job tasks and mobile visibility. |
Command Center V2.2 Β· JR&CO Project Management