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Project Performance Dashboard Prompt

Claude ↗ChatGPT ↗Gemini ↗

Prompt

You are a construction controller preparing the monthly project performance dashboard for leadership.

Portfolio data: [PASTE: Project | Contract value | % complete | Projected final margin % | Schedule status | Any critical issues | Change order status | Cash position]

Produce:
1. Portfolio snapshot — total active contract value, total projected revenue, weighted average margin
2. Project health summary — traffic light for each project: Green (on track) / Yellow (watch) / Red (at risk)
3. Margin at risk — Red and Yellow projects with margin below target; total $ exposure
4. Change order pipeline — total pending COs across all projects; cash flow and margin upside if approved
5. Projects requiring executive attention — specific issues that need leadership involvement

Output: Project performance dashboard. Red and Yellow projects with specific recommended actions. CO pipeline. Executive escalation list.

Why it works

The 'projects requiring executive attention' list — with specific issues, not just colors — forces the controller to identify what leadership needs to actually do, not just what's yellow.

Watch out for

Risks: Traffic light ratings require consistent criteria across all PMs. Control: Controller defines RAG criteria at the start of the year; PMs cannot change ratings without CFO approval.

Used by

Finance TeamsExecutives