Case study / Quality Management
Field View: Portfolio Quality and Field Management Intelligence for a Tier 1 Contractor
Background
280,000 tasks and 93,000 forms. Portfolio visibility produced manually, once a month.
Field View is a field management platform used widely across major construction programmes to capture and manage quality tasks, H&S actions, permits, forms, NCRs and site diary activity at project level. For a leading tier 1 contractor running a large portfolio of complex live projects, it was generating detailed, structured field management data across every site — but the platform was designed to work project by project, and that shaped how reporting worked in practice.
Cross-portfolio visibility required someone to manually compile the data. Regional teams were producing monthly PowerPoint reports — pulling together Field View task and form activity, usage statistics and quality performance for leadership — a labour-intensive process that meant the business always had a view of where it had been rather than where it was. With nearly 280,000 tasks and over 93,000 forms on record across the portfolio, the gap between the data available and the intelligence the business could act on was significant. The business engaged Acumine to build the automated reporting layer that closed it.
Portfolio reporting produced manually each month
Regional teams were compiling Field View task, form and usage data into monthly PowerPoint reports for leadership — a manual process that was time-consuming, retrospective and dependent on individuals. The business had no live, always-current view of quality performance across the portfolio between reporting cycles.
No cross-project view of subcontractor task performance
Field View captured who tasks were assigned to, when they were due and whether they were closed on time — but with data locked in individual project environments, there was no structured way to see which subcontractors and work packages were consistently accumulating overdue or open tasks across the portfolio.
NCR intelligence not available at portfolio level
Non-conformance reports recorded in Field View contained detailed categorisation — component, immediate cause, underlying cause, root cause — and financial liability estimates. But this rich data was only accessible within individual projects. Portfolio-wide root cause analysis and financial exposure tracking required manual extraction and compilation that was rarely done consistently.
Form and permit activity not tracked across projects
Field View held thousands of quality inspection forms, hot work permits, surveillance reports and handover records — but tracking whether critical form types (particularly permits and surveillances) were being completed at the required frequency across projects required a manual review. Comparing form activity between projects or identifying where quality processes were falling below standard was not possible from Field View alone.
What Field View captures
Tasks, forms, NCRs and site diary — a complete picture of site quality activity.
Field View recorded four distinct categories of field management data across every live project. Each category generated its own rich, structured dataset — tasks assigned to subcontractors with location and status tracking, forms capturing quality and H&S processes, NCRs with root cause categorisation and financial liability, and site diary entries tracking daily activity. Acumine integrated all four into a single, governed reporting model.
Tasks
Quality actions, snags and H&S observations assigned to subcontractors
Every task raised in Field View was recorded with its type (snag, incomplete works, post-completion defect, surveillance, H&S observation), the organisation and work package it was assigned to, its location (level, zone, area), created and due dates, and a full status history tracking whether it was open, completed by the subcontractor, or closed. This task data — nearly 280,000 records in total — formed the foundation of subcontractor performance and close-out reporting.
Forms
H&S, quality inspections, permits and surveillances — over 93,000 records
Field View was used to capture a wide range of structured digital forms across every project — hot work and temporary works permits, quality inspection and surveillance reports, handover records, tower crane daily check sheets and trade contractor validations. Each form was recorded with its type, the organisation that owned it, the project and date. Form activity across the portfolio was tracked in aggregate across five categories: health and safety, quality, permits, surveillances and other.
NCRs and site diary
Non-conformance reports with root cause classification and financial liability
Non-conformance reports captured in Field View included multi-level root cause categorisation — component, immediate cause, underlying cause and root cause — alongside financial liability estimates, trade package, the subcontractor responsible and risk classification. Site diary records captured daily entries by user, project and job title, providing an additional layer of site activity data that could be tracked alongside task and form volumes over time.
The solution
A live field management intelligence platform replacing manual monthly reporting
Acumine built a Microsoft Fabric and Power BI platform that connected to Field View via an automated data pipeline — aggregating task, form, NCR and site diary data across all live projects into a single, governed model and refreshing it continuously. The dashboard delivered portfolio-wide field management intelligence that had previously required a manual monthly effort to produce, making it available on demand, filtered to any combination of project, subcontractor, work package and date range.
01
Tasks overview
A portfolio summary showing total tasks issued, percentage open, percentage overdue, percentage closed late and average days to close — with a combined bar and running-total line chart showing monthly task creation alongside cumulative closed and total task counts. A percentage open versus closed chart tracked the portfolio's close-out progress over time. A days-open matrix broke down open, completed and closed tasks by time-in-status bands (0–7, 8–14, 15–28, 29–56 and over 56 days), giving the quality team an immediate view of where the backlog was concentrated.
02
Tasks by project, package, organisation and type
A togglable matrix showing issued, open, completed, closed and overdue task counts alongside average days open — switchable between project, work package, organisation and task type views. This gave the quality and commercial teams the ability to compare subcontractor task performance across the portfolio, identify which work packages were generating the most overdue actions, and see where specific task types were accumulating without resolution. Each row expanded to show the underlying breakdown, with direct links to the relevant tasks in Field View.
03
Forms overview
A portfolio summary of all Field View forms — total forms, open forms, completed forms and closed forms — with a stacked bar and running-total chart showing monthly form creation broken down by type (health and safety, quality, permits, surveillances and other). A matrix below showed the same breakdown by project for every form category, making it possible to compare quality and H&S process activity across developments and identify projects where permit or surveillance completion rates were below expectation.
04
Forms by package, organisation and type
The forms matrix was toggleable between package, organisation and form type views — allowing the quality team to see which subcontractors were raising forms most actively, which work packages were generating the most quality inspection and surveillance activity, and which specific form names were most frequently used across the portfolio. Top form rankings by project, owner and form name were surfaced alongside the main matrix, providing a quick reference for engagement and compliance conversations.
05
NCR dashboard
A non-conformance reporting view covering total NCRs raised, raised in the current month, open, closed, rejected and percentage closed — broken down by subcontractor, trade package and multi-level category classification (component, immediate cause, underlying cause and root cause). Financial liability by category was tracked and surfaced alongside risk classification, enabling the quality and commercial teams to understand the financial exposure associated with different NCR categories and prioritise resolution accordingly. Surveillance completion against critical packages was tracked as forecast versus actual.
06
Task registers and site diary
Detailed drill-through registers for completed and closed tasks — showing task ID, days open or days to close, issued date, issued-to organisation, work package, full location path, description and a direct link back to the task in Field View. These registers were fully filterable by region, project, CRM stage, organisation and form type, allowing the quality team to move from a portfolio metric to a specific task in seconds. Site diary reporting tracked daily entry counts by project, user and job title, replacing the manual monthly diary analysis previously produced by regional teams.
Outcomes
Live portfolio field management intelligence in place of monthly manual reports
Monthly PowerPoint reporting replaced by a live dashboard
The manual effort of compiling regional Field View usage and performance reports was eliminated. Quality leads and leadership had a consistent, always-current view of task volumes, form activity and NCR status across every live project — updated automatically without any preparation effort from regional teams. The time previously spent on report production was freed for quality management conversations instead.
Subcontractor task accountability made measurable across the portfolio
The tasks-by-organisation and tasks-by-package views gave the quality and commercial teams a structured, evidence-based view of how each subcontractor was performing on task close-out — by open volumes, overdue rates and average days to close. Conversations about subcontractor quality performance moved from anecdotal to data-driven, with the ability to compare performance across projects and identify persistent underperformers across the supply chain.
NCR root cause and financial liability tracked at portfolio level
For the first time, the quality team could see the distribution of NCRs by root cause category and the associated financial liability across the full portfolio — not just within individual projects. This enabled structured conversations about where recurring quality failures were occurring, which subcontractors and packages were driving the most NCR activity, and where the greatest financial exposure was concentrated.
Form and permit compliance visible across all projects
The forms dashboard made it possible to compare permit and surveillance completion rates across projects consistently — identifying where critical quality and H&S processes were being followed rigorously and where activity was below expectation. The ability to filter to any form type, project or organisation gave quality leads a targeted view of compliance across the supply chain without needing to log into individual Field View project environments.
Technology
Field View data structured for portfolio quality management in Power BI
The solution connected to Field View via an automated Microsoft Fabric data pipeline — pulling task, form, NCR and site diary data across all live projects into a single, structured model and refreshing it continuously. Power BI delivered the reporting layer, with interactive filtering across region, project, work package, organisation, form type and date range, and drill-through from portfolio metrics to individual task and form records with direct links back into Field View.
This pattern — Field View generating rich task, form and NCR data across a project portfolio with no automated way to see across it — is one Acumine encounters consistently across tier 1 contractors and major project delivery organisations. If your teams are using Field View and your quality and leadership teams are relying on manually produced reports for portfolio visibility, Acumine can build the live reporting platform that replaces them.
Work with Acumine
Using Field View and relying on manual reports for portfolio quality visibility?
If your projects are capturing tasks, forms and NCRs in Field View but your quality managers and leadership are working from manually compiled reports rather than a live portfolio view, Acumine can build the Power BI platform that connects it — aggregating your Field View data automatically and delivering always-current quality intelligence across every live project.