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The radial Health Status Dimensions chart displays the overall status in the center and dimensions statuses around it. 

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Info

Note: Certain elements and widgets are subject to configuration and may be absent or appear different from what you see in your specific installation.

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Info

The Health Status Dimensions template is a subject to application configuration (status dimensions may vary).

RAG Indication of Status

Health application provides a simple way to indicate a unit status with a traffic-light color: Red, Amber, or Green.

In general, GREEN means that unit health goes well, AMBER indicates a state with known and manageable risks, and RED alerts about occurred issues or high probability of heavy loss or failure. Each color corresponds to a certain range of Health Index (see below).

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  • keep additional information about the unit status/progress elsewhere;

  • regularly provide someone with presentations that describe important status updates.

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  • .

3. 

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Status Dynamics

The Health Beats widget Status Dynamics chart displays how the Health Index of the Overall status of a unit changed over time and the status modification events. Also, it reflects the current and forecast status of the unit, as well as related signals (major updates) of Risks and Actions. 

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Info

Note: Certain elements and widgets are subject to configuration and may be absent or appear different from what you see in your specific installation.

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How to Report Statuses

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  1. Overall and Forecast status

  2. Sub-statuses

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To report Overall and Forecast statuses for the first timestatus:

  1. To report the Overall status, click the respective icon: RED, AMBER, or GREENon the placeholder text in the status card.

  2. Update status summary.

  3. Update Health Index if needed.

  4. Report Forecast statusHealth Index.

  5. Optional. Provide summary and action items (if a status is not green, a go-to-green plan is recommended). To learn more about action items, see Action Items.

  6. Optional. Add a link to the external report.

NOTE: The ability to keep links to external reports is a subject of configuration.

To update the Health index, do one of the following:

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To keep the Overall status actual, update it as soon as the situation with unit health changes .

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To update the Overall status:

  1. Set an actual Health Index of Overall status.

  2. Set an actual Health Index of Forecast status.

  3. Optional. Provide summary and action items.

  4. Optional. Add a link to the external report.

NOTE: or on the regular basis with the frequency agreed in your organization.

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The ability to keep links to external

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report, and the Overall status card appearance is subject to application configuration.

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To report sub-statuses:

  1. Open an appropriate status dimension sidebar by clicking an appropriate segment in Health Status Dimensions radial chart.

  2. To report sub-status, click the respective icon:

RED, AMBER, or GREEN.

  1. Optional. Add a summary and on the status summary or a placeholder text in the status card OR Select Red, Amber or Green (depending on the configuration of the application) - see Fig 7-1 and Fig 7-2.

  2. Update status summary.

  3. Update Health Index.

  4. (optional) Add or/and update action items.

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To review a status, who, and when updated it, click the respective dimension on the Dimension panel. On this panel, you can find information about all sub-statuses. On hovering over any status you can find additional information.

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Note

Status Expiration Period

Unit overall status and sub-statuses can expire after a certain period of time. After this period the system displays the status as outdated and requires the status update.

The expiration period is subject to application configuration.

If a status (Overall overall or a sub-status) is outdated, it is to must be reported again. In the Health Status dimensions radial chart, outdated statuses are grey displayed in gray with a frame that shows the color of the previously reported status color. On a status card, you can see when the status will expire /or has expired , if the expiration period is configured for this status.

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How to Comment on Statuses

If you want to ask something about the status provided, suggest or add anything, without becoming a reporter of a status, you can add comments to any status. Besides, it's possible to comment on a status that has not been provided yet.

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To comment on a status:

  1. Click a on the comment icon to the left of the Provide Status buttonin the bottom right corner.

  2. Enter any text you want to add in the opened sidebar.

  3. Select "Leave Comment".

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Example of Usage

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  • Alignment with Client
    Displays how effectively project leadership collaborates with the client. 

  • GDPR Compliance
    Displays how a project complies with GDPR regulations.

  • Quality
    Displays how a project meets the agreed customer's requirements of quality.

  • Scope
    Displays how the project scope corresponds to the agreed scope.

  • Schedule
    Displays status of how actual delivery makes progress according to the delivery plan.

  • Team Retention
    Displays result of comparison of planned team retention with actual situation. 

  • Team Performance
    Displays result of comparison of planned team performance with actual situation. 

  • WFH Impact
     Displays impact of Work from Home mode on a project.

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  1. Health BeatsStatus Dynamics: Overall status and Forecast dynamics.

  2. Health Status Dimensions with eight dimensions configured in five groups.

  3. Overall status with current summary, action items and a link to an external report.

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