Assemble Performance
Jose Montealegre
Project Management | Technical
jmontealegre@assemblestudio.com
Report Period 2026-06-01 to 2026-06-30
Total Hours
176.75
101 delivery 75.75 non-delivery
Delivery (Adj.)
57.1%
= delivery / (logged − PTO) Adjusted Utilization
98.9%
Projects
42
42 active 0 archived
PM Overhead
3.9%
= PM hrs / total project hrs 508.5h PM 12377.18h production
22 efficient 9 normal 5 elevated 6 critical
tcm-4268 ALCYONE Updates
0.5h / 0.5h 100%
bvl-xfx-3974 Xifaxan CLM Flashing issue (IBDs)
0.5h / 0.5h 100%
bvl-slq-4257 SLQ 0122 USA 20V8 0-SLIQ CVA
0.75h / 0.75h 100%
bvl-xfx-3847 Xifaxan iVA GI CLM Updates
6.75h / 9.25h 73%
bio-corp-3970 Biodesix Maintenance [April 2026]
1.5h / 2.5h 60%
bio-4269 Biodesix Maintenance [July 2026]
1h / 1.75h 57.1%
bio-corp-4053 Biodesix Maintenance [June 2026]
1.75h / 5.25h 33.3%
bvl-slq-4065 SLQ.0122.USA.20V8.0-SILIQ CVA Updates and Design
2.25h / 8.75h 25.7%
bvl-xfx-4004 CLM with Video Demo
1h / 4h 25%
bio-corp-4009 Biodesix Maintenance [May 2026]
1.5h / 6h 25%
bvl-cab-4055 CABTREO IVA RTE Email Functionality
5.5h / 22h 25%
bvl-xfx-3851 Xifaxan iVA CLM Tracking - ClickStream Tagging
9.25h / 40.25h 23%
Biodesix Maintenance [March]
1.75h / 8.25h 21.2%
spe-ver-3981 Vertex Updates
5h / 24h 20.8%
wgrm-4232 Wyndham Rio Mar Monthly SEO GEO Custom Plan
2.25h / 11h 20.5%
tcm-jan-3996 DARZALEX® MAIA TIE eDetail Aid Update (Eng and FR)
11.5h / 58.8h 19.6%
bvl-4234 Arestin benchmarker CLM
2.25h / 11.75h 19.1%
wpal-4240 Wyndham Las Palmas SEO GEO Custom Plan
1.5h / 8.5h 17.6%
AP Int 007 Management Time
399.75h / 2377.05h 16.8%
tcm-3805-casgevy-canada-hcp-iva
1h / 6h 16.7%
wgrm-wyn-4011 Rio Mar SEO Implementation
3.25h / 22h 14.8%
bio-corp-3998 Biodesix - GEO-LLM Visibility Improvements
9.25h / 63.25h 14.6%
bvl-xfx-3821 Xifaxan iVA CLM Updates
20.5h / 154.75h 13.2%
pav-dun-4267 Duncaster submission support
0.25h / 2.25h 11.1%
bvl-xfx-4241 Xifaxan iVA OHE CLM Updates
3h / 28.25h 10.6%
bvl-wxl-3997 Wellbutrinxl IVA
9.75h / 102.75h 9.5%
olo-olo-4227 Grove Farm Re design
2.75h / 31h 8.9%
bvl-bau-4236 SLQ AI Updates research
0.75h / 9.5h 7.9%
AP Int 013 New Business Operations
1.75h / 465.4h 0.4%
bvl-wxl-4064 Wellbutrin RTE Updates Priority 1 and 2
0h / 51.5h 0%
hea-sla-4027 HealthPro Alert Mirikizumab 20260601 Industry Omvoh
0h / 14.5h 0%
bvl-cab-4051 CABTREO emails
0h / 69.25h 0%
bvl-4258 Xifaxan IBDS - PCP GI updates
0h / 9.5h 0%
bvl-slq-4256 SILIQ RTEs Updates
0h / 16.75h 0%
cohe-rhy-4239 Patient Retention Emails
0h / 25.25h 0%
PMAX-2026Q1 TKG Corporate Website Quarterly Maintenance - 2026 Q1 [January] Fixed Fee
0h / 2h 0%
AP Int Nonbillable | PTO, Holidays & Leave
0h / 1226h 0%
AP Int 00101 QA Assessments
0h / 113.25h 0%
AP 00100 int Internal Design Projects
0h / 1259.15h 0%
AP Int 0099 Placeholder
0h / 180.5h 0%
AP Int 018 Standby Time
0h / 4632.68h 0%
AP Int 003 Non Billable Internal Time
0h / 1799.35h 0%
Projects Worked (15)
AP Int 007 Management Time Internal
AP Int 003 Non Billable Internal Time Internal
bvl-wxl-3997 Wellbutrinxl IVA Broadview Labs
bio-corp-3998 Biodesix - GEO-LLM Visibility Improvements Biodesix
bvl-cab-4051 CABTREO emails Broadview Labs
bvl-wxl-4064 Wellbutrin RTE Updates Priority 1 and 2 Broadview Labs
bvl-cab-4055 CABTREO IVA RTE Email Functionality Broadview Labs
AP Int 002 Training & Skills Internal
bvl-4234 Arestin benchmarker CLM Broadview Labs
bvl-xfx-4241 Xifaxan iVA OHE CLM Updates Broadview Labs
tcm-jan-3996 DARZALEX® MAIA TIE eDetail Aid Update (Eng and FR) The Change Makers
bio-corp-4053 Biodesix Maintenance [June 2026] Biodesix
bvl-slq-4065 SLQ.0122.USA.20V8.0-SILIQ CVA Updates and Design Broadview Labs
olo-olo-4227 Grove Farm Re design Olomana Loomis ISC
wgrm-4232 Wyndham Rio Mar Monthly SEO GEO Custom Plan Wyndham Grand Rio Mar
Hours by Task
Monthly Trend
Jira Activity
Tickets Created
59
Cleared 19
With PM 14
To-Do 7
PM Review 5
Task Ready 5
Projects (42)
Current Workload
31 Open Tickets
5 Pending Review
0 Blocked
Completed in Period
0 Tickets Cleared
Open Tickets by Status
Recent Tickets
| Key | Summary | Status | Project | Created |
|---|---|---|---|---|
| BIOD-12 | 4269 Biodesix Maintenance | QA | Biodesix Maintenance | 2026-07-08 |
| T4AU-3 | Darzalex - Update Thumbnails | QA | tcm-4268 ALCYONE Updates | 2026-07-08 |
| B4XIPGU-2 | Apply IBS-D updates | QA | bvl-4258 Xifaxan IBDS - PCP GI updates | 2026-06-30 |
| B4ABC-4 | Arestin iFrame 2.0 | QA | bvl-4234 Arestin benchmarker CLM | 2026-06-30 |
| BC4CIREF-7 | Cabtreo Footer update [June 30] | QA | bvl-cab-4055-cabtreo-iva-rte-email-functionality | 2026-06-30 |
| BC4CIREF-6 | Cabtreo Safety slide error [June 30] | QA | bvl-cab-4055-cabtreo-iva-rte-email-functionality | 2026-06-30 |
| BC4CIREF-5 | Cabtreo Header Feedback [JUNE 30] | QA | bvl-cab-4055-cabtreo-iva-rte-email-functionality | 2026-06-30 |
| TJ3DMTEAUE-46 | Update External links in Clients Env | PM Review | tcm-jan-3996 DARZALEX® MAIA TIE eDetail Aid Update (Eng and FR) | 2026-06-26 |
| BVL-63 | Please test the tokens and create videos for these emails | With PM | BroadView Labs | 2026-06-25 |
| BW3WI-23 | [Bug] - Home Button | QA | bvl-wxl-3997-wellbutrinxl-iva | 2026-06-25 |
Portfolio Health KPIs
Acceptable Projects ✓ On Target
88%
Target: ≥75%
Projects ≤105% of budget
Overrun Projects ✓ Within Limit
12%
Max: ≤25%
Projects >105% of budget
Budget Status Distribution
3 Critical Overrun > 110%
1 Warning Overrun 105-110%
4 Acceptable 100-105%
1 At Limit 95-100%
4 Needs Attention 80-95%
21 Healthy < 80%
8 No Budget —
Invoiced Revenue (Period) $30,303
Paid $1,800 Balance $28,503 Projects Invoiced 7
| Project | Client | Budget | Spent | Remaining | % | State | Status |
|---|---|---|---|---|---|---|---|
| bvl-wxl-4064 Wellbutrin RTE Updates Priority 1 and 2 | Broadview Labs | 35.5 hrs | 51.5 hrs | -16 hrs | 145.1% | Active | 🔴🔴 |
| hea-sla-4027 HealthPro Alert Mirikizumab 20260601 Industry Omvoh | Healio Strategic Solutions LLC | 10.5 hrs | 14.5 hrs | -4 hrs | 138.1% | Active | 🔴🔴 |
| bvl-xfx-3821 Xifaxan iVA CLM Updates | Broadview Labs | 131 hrs | 151.75 hrs | -20.75 hrs | 115.8% | Active | 🔴🔴 |
| bvl-cab-4051 CABTREO emails | Broadview Labs | 64.5 hrs | 69.25 hrs | -4.75 hrs | 107.4% | Active | 🔴 |
| Biodesix Maintenance [March] | Biodesix | 8 hrs | 8.25 hrs | -0.25 hrs | 103.1% | Active | 🟠 |
| pav-dun-4267 Duncaster submission support | Pavone Agency | 2 hrs | 2 hrs | 0 hrs | 100% | Active | 🟠 |
| bvl-xfx-4004 CLM with Video Demo | Broadview Labs | 4 hrs | 4 hrs | 0 hrs | 100% | Active | 🟠 |
| tcm-3805-casgevy-canada-hcp-iva | The Change Makers | 6 hrs | 6 hrs | 0 hrs | 100% | Active | 🟠 |
| bvl-4258 Xifaxan IBDS - PCP GI updates | Broadview Labs | 10 hrs | 9.5 hrs | 0.5 hrs | 95% | Active | 🟠 |
| bvl-xfx-3851 Xifaxan iVA CLM Tracking - ClickStream Tagging | Broadview Labs | 43 hrs | 40.25 hrs | 2.75 hrs | 93.6% | Active | 🟡 |
| bvl-bau-4236 SLQ AI Updates research | Broadview Labs | 11 hrs | 9.5 hrs | 1.5 hrs | 86.4% | Active | 🟡 |
| wgrm-wyn-4011 Rio Mar SEO Implementation | Wyndham Grand Rio Mar | 27 hrs | 22 hrs | 5 hrs | 81.5% | Active | 🟡 |
| tcm-jan-3996 DARZALEX® MAIA TIE eDetail Aid Update (Eng and FR) | The Change Makers | 73.5 hrs | 58.8 hrs | 14.7 hrs | 80% | Active | 🟡 |
| bio-corp-4009 Biodesix Maintenance [May 2026] | Biodesix | 8 hrs | 6 hrs | 2 hrs | 75% | Active | 🟢 |
| bio-corp-4053 Biodesix Maintenance [June 2026] | Biodesix | 8 hrs | 5.25 hrs | 2.75 hrs | 65.6% | Active | 🟢 |
| bvl-wxl-3997 Wellbutrinxl IVA | Broadview Labs | 162 hrs | 102.75 hrs | 59.25 hrs | 63.4% | Active | 🟢 |
| bvl-slq-4256 SILIQ RTEs Updates | Broadview Labs | 28.5 hrs | 16.75 hrs | 11.75 hrs | 58.8% | Active | 🟢 |
| spe-ver-3981 Vertex Updates | Spectrum Science | 43 hrs | 24 hrs | 19 hrs | 55.8% | Active | 🟢 |
| bio-corp-3998 Biodesix - GEO-LLM Visibility Improvements | Biodesix | 120 hrs | 63.25 hrs | 56.75 hrs | 52.7% | Active | 🟢 |
| bvl-xfx-4241 Xifaxan iVA OHE CLM Updates | Broadview Labs | 55 hrs | 28.25 hrs | 26.75 hrs | 51.4% | Active | 🟢 |
| olo-olo-4227 Grove Farm Re design | Olomana Loomis ISC | 64 hrs | 31 hrs | 33 hrs | 48.4% | Active | 🟢 |
| cohe-rhy-4239 Patient Retention Emails | Coefficient Health | 52.5 hrs | 25.25 hrs | 27.25 hrs | 48.1% | Active | 🟢 |
| bvl-cab-4055 CABTREO IVA RTE Email Functionality | Broadview Labs | 59 hrs | 22 hrs | 37 hrs | 37.3% | Active | 🟢 |
| bvl-4234 Arestin benchmarker CLM | Broadview Labs | 33 hrs | 11.75 hrs | 21.25 hrs | 35.6% | Active | 🟢 |
| bvl-xfx-3847 Xifaxan iVA GI CLM Updates | Broadview Labs | 28.5 hrs | 9.25 hrs | 19.25 hrs | 32.5% | Active | 🟢 |
| bio-corp-3970 Biodesix Maintenance [April 2026] | Biodesix | 8 hrs | 2.5 hrs | 5.5 hrs | 31.3% | Active | 🟢 |
| PMAX-2026Q1 TKG Corporate Website Quarterly Maintenance - 2026 Q1 [January] Fixed Fee | Petauri MAx | 8 hrs | 2 hrs | 6 hrs | 25% | Active | 🟢 |
| bio-4269 Biodesix Maintenance [July 2026] | Biodesix | 8 hrs | 1.75 hrs | 6.25 hrs | 21.9% | Active | 🟢 |
| bvl-slq-4065 SLQ.0122.USA.20V8.0-SILIQ CVA Updates and Design | Broadview Labs | 87.5 hrs | 8.75 hrs | 78.75 hrs | 10% | Active | 🟢 |
| wpal-4240 Wyndham Las Palmas SEO GEO Custom Plan | Wyndham Palmas | 27 hrs | 2.5 hrs | 24.5 hrs | 9.3% | Active | 🟢 |
| tcm-4268 ALCYONE Updates | The Change Makers | 7 hrs | 0.5 hrs | 6.5 hrs | 7.1% | Active | 🟢 |
| bvl-xfx-3974 Xifaxan CLM Flashing issue (IBDs) | Broadview Labs | 14 hrs | 0.5 hrs | 13.5 hrs | 3.6% | Active | 🟢 |
| bvl-slq-4257 SLQ 0122 USA 20V8 0-SLIQ CVA | Broadview Labs | 48.75 hrs | 0.75 hrs | 48 hrs | 1.5% | Active | 🟢 |
| wgrm-4232 Wyndham Rio Mar Monthly SEO GEO Custom Plan | Wyndham Grand Rio Mar | 27 hrs | 0 hrs | 27 hrs | 0% | Active | 🟢 |
| AP Int Nonbillable | PTO, Holidays & Leave | Assemble & Partners | No budget | 1226 hrs | - | - | Active | ⚪ |
| AP Int 00101 QA Assessments | Assemble & Partners | No budget | 113.25 hrs | - | - | Active | ⚪ |
| AP Int 013 New Business Operations | Assemble & Partners | No budget | 465.4 hrs | - | - | Active | ⚪ |
| AP 00100 int Internal Design Projects | Assemble & Partners | No budget | 1259.15 hrs | - | - | Active | ⚪ |
| AP Int 0099 Placeholder | Assemble & Partners | No budget | 180.5 hrs | - | - | Active | ⚪ |
| AP Int 018 Standby Time | Assemble & Partners | No budget | 4632.68 hrs | - | - | Active | ⚪ |
| AP Int 007 Management Time | Assemble & Partners | No budget | 2377.05 hrs | - | - | Active | ⚪ |
| AP Int 003 Non Billable Internal Time | Assemble & Partners | No budget | 1799.35 hrs | - | - | Active | ⚪ |