What are the business rules and programming specifications for the Dashboard Data Universe?

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What are the business rules and programming specifications for the Project Performance and Community Performance Dashboards?

The Project Performance Measurement (PPM) dashboards are a visual representation of HUD Annual Performance Reports (APR). The data shown in these dashboards are pulled directly from APRs that have been run within HomelessData.com for the selected date range, and for any filters that have been applied. The programming specifications for the HUD APR can be found here.

Due to the significant number of APR reports that need to be run, the automated approach of using HomelessData.com to produce the dashboards is a key differentiator from vendors that require a user to produce their own APR and re-key the results into a form. For example, to support racial disparity analysis, the APR reports are run once per project per year for each of the six-race categories. If the dashboards were over a three-year period then this would require 18 APR reports to be run, and the results from each entered in by an administrator into a form. Other reasons for using an automated approach are highlighted in this FAQ.

The Community Performance Dashboards (CPD) are a glance into your community’s homeless situation. The dashboards show aspects of your community such as the total people served, first-time homeless, income, etc. These dashboards will help give you an idea of the extent of homelessness your community faces.


The business rules used to define the data universe of projects for which these dashboards are as follows:

  • All records pertaining to clients who were actively enrolled at any time during the coverage period of the dashboards, within any Emergency (1), Transitional (2), Permanent Supportive Housing (3), Street Outreach (4), Safe Haven (8), PH-housing only (9), PH- Housing with Services (10), or PH-Rapid Re-Housing (13) project.
  • Of these project types, only projects with an Operating Start Date before the end of the dashboard coverage period, or an Operating End Date that is either blank or after the beginning of the dashboard coverage period are included.
  • Any projects that have been added by the local administrator to the “Deny Project List” are excluded.
  • Any project with no people served throughout the duration of the dashboard coverage period is automatically excluded.
Next How do I create a list of projects to be excluded from our dashboards?