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Please be informed that the new navigation and some features (like Health Index) might not yet be available on your on-premise environment right now, but they will be there soon.

Concept of Health Status Dimensions

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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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The Health Status Taxonomy consists of the following components:

1. Health Status (Overall), which represents a combined evaluation of the health status for a given unit (e.g., stream, project, or account).

2. Key Dimensions statuses, which represent different aspects of delivery.

3. Dimension statuses refer to sub-dimensions that are grouped according to the Key Dimensions' statuses.

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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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Overall Status
Overall status is a general indicator of unit health. It is set manually based on expert opinion. 

Key Dimension Status
Represents delivery aspect. The system calculates status automatically as an average of the participated dimensions' statuses.

Dimension Status (or Sub-status)
Dimension is a single focus area of unit health. Sub-status displays the state of the dimension in the same Health Index and RAG (Red-Amber-Green) indication. 

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Displays the overall status of a unit and sub-statuses of the unit dimensions as a single radial status chart. Dimensions are combined in groups (Key Dimensions) according to domain specification. Each status displays RAG indication that you can declare through the corresponding cards.

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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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How to Report Statuses

To reflect the unit Health across the Status Dimensions, you need to report the following:

1. Overall and Forecast status

2. Sub-statuses

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1. status 

2. Key Dimension (grouping dimension) - The system calculates status automatically as an average of the participated dimensions' statuses. 

3. Dimension 

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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. Add a comment and Provide action items.
   To learn more about action items, see Action Items.

6. Optional. Provide go-to-green plan. When the Health Index (HI) falls below a specified range, a mandatory "Go-to-Green Plan" field appears in the status field, preventing users from saving their status without completing it.

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

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. Add a comment and action items.

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

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

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To report sub-statusesor on the regular basis with the frequency agreed in your organization.

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How to Provide a Go-to-Green Plan

1. Trigger the Go-to-Green Plan Field:

   • When reporting Status, if you set the Health Index (HI) below a specified value, an additional "Go-to-Green Plan" field will automatically appear in the status field (see Fig.7-1).

2. Complete the Go-to-Green Plan Field:

   • Enter the necessary details in the "Go-to-Green Plan" field. This field is mandatory, and you won't be able to save your status without completing it.

3. Save Your Changes:

   • After providing the Go-to-Green Plan, save your changes. The date of the Go-to-Green Plan update and the person who updated it will be recorded separately from the main status.

4. Review Status Card:

   • Check the status card in the UI to see the date of the last Go-to-Green Plan update.

5. When Health Index Recovers:

   • If the Health Index returns to a normal range and the Go-to-Green Plan is no longer necessary, you can remove it in Status edit mode (see Fig.7-2). The plan will still be available in historical records for reference.

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To report Dimension (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 action items.

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1. on the status summary or a placeholder text in the status card.

2. Update status summary.

3. Update Health Index.

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

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To report Key Dimension (sub-statuses):

The process for reporting Key Dimensions is similar to reporting Dimensions, with a key difference in how the Health Index (HI) is managed. For Key Dimensions, the HI is automatically calculated, and status updates occur systemically based on changes in sub-dimensions.

1. Access Key Dimension:

   • Navigate to the Key Dimension section where you wish to report.

2. Automatic Health Index Calculation:

   • The Health Index (HI) for Key Dimensions is automatically calculated as the average of its sub-dimensions. You do not need to manually set the HI for Key Dimensions.

3. Understand Coverage:

   • The Coverage value indicates the percentage of sub-dimensions considered in the automatic status calculation. If any sub-dimension statuses are not reported, the Coverage of the Key Dimension will be lower.

4. Automatic Status Updates:

   • The status of the Key Dimension is updated automatically by the system whenever a user updates the status of any included sub-dimension.

5. Add a Description (Optional):

   • If necessary, you can add a description to the Key Dimension status to provide additional context or details.

6. Save Your Changes:

   • Ensure any additional descriptions or notes are saved to keep the Key Dimension information current.

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Another way to report sub-status:

1. Hover over a section of the radial chart in the Health Status Dimensions, and click on the text area or the pencil icon in the upper right corner of the corresponding tooltip.

2. In the sidebar that opens, enter your text.

3. Set the Health Index.

4. Click the Update button.

5. (Optional) Add or 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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If a status (Overall overall or a sub-status) outdatesis 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 .

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that has not been provided yet.

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To comment on a status:

1. Click on the comment icon in 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: Four key dimensions (groups) with eight dimensions configured in five groups.Overall status with current summary, action items and a link to an external report .

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