Is there a way to aggregate and analyze the results for tasks (with checklist items) I've used on multiple projects?
Example: The standardized 'Pre-Pour Inspection' checklist template is used in several tasks throughout several Fieldwire projects. I'd like to be able to aggregate the totals for multiple projects and compare the frequency of when checklist items are marked as 'Pass' or 'Fail' project-to-project.
Fieldwire does not currently offer a built-in feature to aggregate task results, such as the pass and fail totals for checklist line items, across multiple projects. If you want to do this for a single project, our custom reports features have you covered. However, it is possible to compare these totals for multiple projects by creating a similar CSV Report for each and combining the results in a spreadsheet program such as Microsoft Excel. We have created a .xlsx template you can use to aggregate your Fieldwire CSV Reports:
Note: This workaround provides an actionable starting point for users who would like to analyze the efficacy of their standardized checklists across projects. This workaround depends on whether or not the same checklist template has been used in task throughout projects. We have no affiliation with Microsoft Excel or any alternative spreadsheet programs, so feel free to use any spreadsheet program you're comfortable with. We can only provide support on the parts of this workflow that take place in Fieldwire.
How to fill out and use the Template
After you download the template, follow the steps below to fill it out and utilize it.
1. Open one of your relevant projects and click the 'Settings' gear at the bottom of the left menu. Then scroll down to the 'Templates' section and click 'Manage checklists':
2. This opens a popup with all your saved checklists; click the checklist you use in multiple projects to view its contents. Highlight all the items in your list and press [CTRL + C] on a PC or [Command + C] on a Mac to copy them:
3. Open the CSV template and click to view the 'All data' tab. Use [CTRL + V] on a PC or [Command + C] on a Mac to paste your checklist items into Column A, the rows below Row 5:
4. Click to view the 'Search for checklist items' tab. Paste your (same) checklist items into Column B, the rows below Row 2:
5. Click to view the 'Consolidated Data' tab. Either shorten or extend the number of 'Project 1' and 'Checklist x' (items) entries to match the total number of checklist items you have on your project:
6. Generate a .CSV export from the first project in Fieldwire you'd like to report on. Open your project, navigate to the the 'Tasks' tab in the left menu, select 'Generate reports', and then choose to create a 'New Report':
You will need to ensure that the Report type is 'CSV'. Leverage additional filtering and sorting options in the Report popup to ensure that only tasks that have the same checklist are included. For example:
- Category: If all of the Tasks with the same checklist share a common category, choose to isolate the tasks by this category.
- Sort by: Choose to sort 'Task Name', 'Category', and 'Task #'.
Under the 'Schedule report' option choose 'Send now'. Then select 'Share' and 'Download'.
7. Open the .CSV export and copy the information from Column A, Row 5 to the last entry of the checklist:
8. Paste the copied information from the CSV Export into Column D, Row 6 in the 'Project1' tab of the Cross Project Analytics - (Checklists) template:
Note: Column X is for any tags that are included in the CSV export. You may need to duplicate or remove this column or consolidate your tags, depending on how many you use throughout your tasks.
The Information under 'All data' will start to populate after you enter the first entry.
9. Repeat steps 5-8, on tabs 'Project2' and 'Project3' to successfully pull the rest of your project data. By default, we offer 3 project tabs, but you can create as many copies of those tabs as projects you'd like to analyze. Just keep in mind that you would need to manually add the totals from any new projects into the 'All Data' tab.
View the Pass / Fail totals for the checklist line items from the Project1, Project2, and Project3 tabs under the 'All data' tab:
Here are a few additional articles that go into generating reports, checklists, and task analytics: