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.

When you change the value of any Health Map control (Perspective, Zoom, Highlights), the Health map displays relevant units and the Counter recalculates its values. 

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.

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:

• Perspective

• Org level (zoom)

• Highlights

Choose Status 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 status.

The Health Map will then show units' status color, in accordance with the selected status perspective.

See also:

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

Choose Org Level (Zoom)

Adjusting Org hierarchy level by selecting 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.

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 perspective only).
Pausing on any option you can view the corresponding tooltip with information on affected units, status duration, and reporter. 

• 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.

Example of Usage

The examples demonstrate how the Perspective and Zoom controls change the content of Health Map

Perspective

You can observe unit status from the different perspectives. By choosing perspective, 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 perspective.

Overall perspective

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

Team Performance perspective

Zoom 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) zoom ranges.

Range: Level 1 - Level 5 (full)

Range: Level 4 - Level 5