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Size of rectangles on Health Map can be configured to be proportional to any relevant parameter. It's a subject to application configuration. |
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RAG Indication of Status
Health application provides a simple way to indicate a unit status on Health Map with a traffic-light color: Red, Amber or Green (RAG).
In general, GREEN means that unit health goes well, AMBER indicates 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 Health Status Dimension).
And the Health Map shows the color of a status set for each unit shown on the map.
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Organization View
Health Map displays organization view of all company units once the root unit from the Org Hierarchy is selected:
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Counters under the Health Map show the number of units of the lower level of the hierarchy chosen (streams on the example in Fig. 3)
Unit View
Health Map displays a unit view once a single unit from the Org Hierarchy is selected. Health Map is a part of a Portfolio Health widget. Health Map shows all the child units of the selected units. In the example below, there are no nested units as all the child units are of the same hierarchy level.
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Note: Certain elements and widgets are subject to configuration and may appear different from what you see in your specific installation. |
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If Health Status Dimensions are configured for a unit, the radial status chart is shown below the Portfolio Health. For more details see Health Status Dimensions.
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Health map controls help to get more detailed and specific information on the Health Map.
There are four controls:
Status
Org level (Hierarchyzoom)
HighlightsWorst status ON/OFF
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Using these controls, you can get various detailed views of your portfolio. The set of available satuses perspectives and org levels is a subject of application configuration. |
Choose Status
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Perspective
You can color Health Map by any status color available in the Health Status Dimensions of your organization. If you want to see, for example, Schedule status of the units shown on the Health Map, you can do this by opening the Status menu and selecting the respective itemstatus.
The Health Map represents will then show units' status or sub- status color, in accordance with the selected status perspective.
See also:
For more information about status dimensions, see Health Status Dimensions.
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Choose Org Level (
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Zoom)
Adjusting Org hierarchy level by dragging the hierarchy controlselecting the units to be shown on Health Map with the checkboxes, you can set the required portfolio range for Health Map, from the highest through the lowest level of Org hierarchy.
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Depending on the application configuration, the Hierarchy widget may differ. Widget configuration options are shown in Fig. 6 and Fig. 7 |
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View Highlights
You can highlight units with the pre-defined events for a selected Status status. There are several options: All Units, New RED, Chronic AMBER, Chronic RED, and Forecasted RED (Forecasted RED is available for Overall status only).
Pausing on any option , you can view the corresponding tooltip with information on affected units, status duration, and reporter.
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List of Highlights and time period mentioned below is a subject of application configuration. |
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View Worst Status
If Show Worst Status is ON, the system displays the status of a unit as the worst status across all its sub-units.
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If Show Worst Status is ON, the highlighting functionality is unavailable (All units are always shown). |
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Filter Units
The Show Filters setting allows you to filter units by status, name, or other options to have a more specific view of your portfolio.
To learn how to use Health Map filters, see Filters of Portfolio Health.
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New RED - means that a unit became red during the past two weeks.
New AMBER - means that a unit became amber during over the past two weeks.
Chronic RED - means that a unit is red for more than two weeks.
Chronic AMBER - means that a unit is amber for more than two weeks.
Units highlighted are the units of the lowest level of the selected in the Hierarchy. On the example in Fig.7 the units are Streams.
View Unit Tooltip
If you pause on a unit in Health Map, while the Status chosen is Overall, the system displays tooltip containing detailed information about the unit. If Health Status Dimensions are configured for a unit, the unit tooltip displays radial status chart. For more details , see Health Status Dimensions.
If you select a different status perspective than the Overall, hovering over a unit will display the summary status of the selected status dimension.
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Example of Usage
The examples demonstrate how the Status and Hierarchy Hierarhy controls change the content of Health Map
Status perspective
You can observe unit status from the different statuses. You perspectives. By choosing status, you can choose any status that is configured on the units below, and the map changes its coloration. The examples later demonstrate difference between Overall and Team Performance status perspectives.
Overall status
Colors the units on the map in Overall status color set on the units shown on the map.
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Team Performance status perspective
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Hierarchy Level
You can select different levels of the org hierarchy to be presented on the Health Map. The examples later demonstrate the difference between most wide (L1-L5) and narrower (L4-L5) hierarchy zoom ranges.
Range: Level 1 - Level 5 (full)
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Range: Level 4 - Level 5
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