The Project Health Add-On allows you to visualize the health of Projects and if enabled other Items as well through colored status indicators. For information on installing the Project Health Add-On you can reference our Add-Ons documentation

Set-Up/Configuration

After installing the Project Health Add-On and clicking configure you'll be brought to the Health Configuration page. From here you can edit which items can have health indicators as well as enabling comments and scores on health, selecting whether you'd like to see overall health on the project list, and whether you'd like to show all manual health values on your Status Report.

Manual Project Health Options

Enable Overall Health: Enables you to see Overall Project Health, without this none of the other Manual Project Health Options can be enabled
Enable Schedule Health: Enables Health Indicators on Project Schedule
Enable Budget Health: Enables Health Indicators on Project Budget
Enable Resources Health: Enables Health Indicators on Project Resources
Enable Scope Health: Enables Health Indicators on Project Scope
Enable Issue Health: Enables Health Indicators on Issues
Enable Risk Health: Enables Health Indicators on Risks
Enable Quality Health: Enables Quality Comments on Health Indicators
Enable Benefit Health: Enables Benefit Comments on Health Indicators
Enable External Impact: Enables External Impact Comments to be added to Health Indicators
Enable Comments: Enables Comments to be added to Health Indicators
Enable Scores: Enables Scores to be added to Health Indicators

Automated Health Indicators

Enable Automated Health Indicators: Allows you to automate when a Health Indicator is triggered, for example if a Project is behind schedule it will take on the Yellow Status

Other Options

Show Overall Health on The Project List: Shows Health Indicator for Projects in the Project List
Show all Manual Health Values on Status Report: Will show all manual Health Indicators on a Project Status Report

Health Indicators

By default there are three Health Indicators: Green, Yellow, and Red. You are able to edit these default indicators to your liking as well as add new indicators. For example you could rename Green to Healthy, Yellow to Cautious, and Red to Critical, as well as adding a fourth Health Indicator titled Extra Critical. In order to navigate to the Health Indicators Page click the "Health Types" button on the top left of the Health Configuration Page.

Using Project Health

Assigning a Health Indicator to a Project is as simple as navigating to the Project Overview page and clicking the Health Icon on the Project Status window. You are also able to assign Project Health through the Project Edit page.

Additional Help