This article covers:
- Health indicators
- Calculated fields
- Default list of health indicators
- Project health
- Health indicators on dashboards
Health indicators are used to show the status / health of specific areas within the project. The Health Indicators entity can be renamed, depending on the requirement. For more details on re-naming entities, see the following knowledge base article.
The following fields appear on the Health Indicators entity be default:
The entity allows for capturing a service level / description for the health indicator. This field is used to provide a description of what is required for the success of the area the health indicator refers to and how the RAG status should be measured.
A second free text field, comments, is used to provide specific feedback with regards to the allocated status.
The Health Indicators entity includes a calculated field that shows what the previous RAG indicator was. For example, if a health indicator RAG field changes from Green to Amber, the amber indicator will appear on the "RAG Indicator" field and the green indicator will appear on the "Previous RAG" field. This allows users to see how the health indicator has changed during the last update and provides an indication of whether the situation is improving or deteriorating.
A default list of health indicators are automatically added to each new project that's registered on PPO. The default list is defined in the System Configuration (for more information, see the following knowledge base article). The default list of health indicators is typically specified during implementation of PPO and can be customised to suit the organisation's requirements.
When a project is created in PPO, these default health indicators are created to this project automatically.
Note: amending the list of default health indicators in the System Configuration doesn't automatically amend the health indicators already loaded onto projects - it only affects projects that will be added after the change. For details on how to make amendments to the default list of health indicators, please see the following FAQ.
The health indicators can be used to calculate the project health. The Project Health field is a RAG indicator field on the Projects entity.
The calculation for project health is:
RED: If any of the health indicators on the project is RED or Grey.
AMBER: If any of the health indicators on the project is AMBER, but there are no RED or Grey indicators.
GREEN: If there are only GREEN health indicators on the project.
To implement this calculation on PPO, log a support call from the Support Portal.
Health indicators are used extensively on Dashboards in PPO.
- Project Manager Dashboard
- Portfolio Dashboard
- Portfolio Health Dashboard
For more information on these and other Dashboards, see the following knowledge base article.