Concept of Health Map

Health map is a matrix of grouped units on a certain level of the hierarchy, which are colored by status.

Hierarchy Mapping

Health Map visually represents the hierarchical tree structure of organization units as a set of nested rectangles. Each branch, or level of the hierarchical tree represents a rectangle, which is tiled with smaller rectangles representing the sub-branches, or lower levels of the hierarchical tree.

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.

Organization View

Health Map displays organization view of all company units once the root unit from the Org Hierarchy is selected:

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.

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.

How to Use Health Map

Health map controls help to get more detailed and specific information on the Health Map.
There are four controls:

• Status

• Org level (Hierarchy)

• Highlights

• Worst status ON/OFF

Choose Status

Choose Status by opening the Status menu and selecting the respective item. The Health Map represents units' status or sub-status color, in accordance with the selected perspective.

See also:

• For more information about status dimensions, see Health Status Dimensions. 

Choose Org Level (Hierarchy)

Adjusting Org hierarchy level by dragging the hierarchy control, you can set the required portfolio range for Health Map, from the highest through the lowest level of Org hierarchy.

View Highlights

You can highlight units with the pre-defined events for a selected 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. 

List of Highlights is a subject of application configuration.

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.

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.

View Unit Tooltip

If you pause on a unit in Health Map, 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.

Example of Usage

The examples demonstrate how the Status and Hierarchy controls change the content of Health Map

Status

You can observe unit status from the different statuses. 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.

Overall status

Colors the units on the map in Overall status color set on the units shown on the map.

Team Performance status

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 ranges.

Range: Level 1 - Level 5 (full)

Range: Level 4 - Level 5