Definition

EndDefinition

• Health indicators enable project managers to check that the project's reference values are complied with in terms of budget, deadlines, progress and workload.
• Trends are shown as weather forecast icons. 
• Details of the values are available in the Synthesis tab of the Project form.

Example

In the software deployment project, warnings are displayed for progress and workload.

Notes

• You can only access the dashboard in read mode.
• Health indicators are updated instantly each time modifications are made to the Project form, Gantt diagram and time sheets.

Menu access

Project > Project Portfolio > My Projects or All Projects

Screen description

TabUpdateRules_After2016Versions

Details

Project Name: List of all projects where the logged-in user is the project manager.

•  : Access the Project form.
• : Access the Gantt diagram.
   

ProjectManager

Weather Forecast: The icons displayed depend on the level of compliance with the project's reference values, i.e. the number of project KO. 

• A  appears over the weather forecast icon once the project has one or more warnings.

Icon	Meaning
	0 KO
	1 KO
	2 KO
	3 KO
	4 KO
	One or more warnings and 0 KO
	One or more warnings and 1 KO

Budget/Time Limits/Progress/Workload: These four indicators present a snapshot of the situation, enabling you to assess the quality of the project estimation at a specific point in time.

• Text such as OK, Warning or KO will appear over a green, orange or red background depending on the level of compliance with the project's reference values. 
• At the specific point in time in the snapshot, the level of compliance is calculated using actual and estimated values for tasks based on total estimated project values.
• Estimated project values are total values entered when the project was created and can be manually updated based on progress during the project life cycle.
   

Icon	Meaning of snapshot	Estimation method
	The indicator's objectives are in line with estimations.	Based on calculations made using actual values and estimated values if no KO and Warning are detected.
	Objectives will not be attained if the current rate of progress is maintained. The delay can still be resolved.	Based on calculations made using estimated values only if calculations made using actual values did not return KO.
	The indicator's objectives are no longer in line with estimations and the delay cannot be resolved.	Based on calculations made using actual values that were entered by participants in time sheets.

Indicators

Menu access: Project > Project > My Projects >  next to a project > Synthesis tab

Budget indicator

• Measurement index: Costs

• Objective: Anticipate if the budget allocated to the project is insufficient.

• Calculation method: Comparison between the overall project budget and the sum of actual/estimated expenses for each task.
  • Actual expenses include the actual cost of participants (hourly cost multiplied by time spent) and actual expenses (excluding the cost of participants).
  • Estimated expenses include actual expenses (excluding the cost of participants) and, if the task is completed, the actual cost of participants. If the task is not completed, then they include the estimated cost of participants (hourly cost multiplied by scheduled workload). 

• Health indicator:

Icon	Meaning of snapshot
	Actual/Estimated expenses < Estimated project budget
	Estimated expenses > Estimated project budget
	Actual expenses > Estimated project budget

Time Limits indicator

• Measurement index: Dates

• Objective: Anticipate task completion dates and a project end date that may be too optimistic.

• Calculation method: Comparison between scheduled end dates for each task and scheduled project end date, and comparison between actual end dates and scheduled end dates for each task.

• Health indicator:

Icon	Meaning of snapshot
	Scheduled end date of task > Scheduled end date of project
	Otherwise (no KO): One or more uncompleted tasks at the scheduled end date
	Otherwise (no KO or warning)

Progress indicator

• Measurement index: Rate of progress as a percentage.

• Objective: Anticipate a scheduled rate of progress that may be too optimistic.

• Calculation method: Difference between the percentage of actual workload and percentage of scheduled workload.
  • Percentage of actual workload = Total time spent divided by total scheduled workload multiplied by 100 returns the percentage of total actual workload completed weighted by the scheduled workload of each task.
  • Percentage of the scheduled workload = Sum of each task's scheduled workload multiplied by its rate of progress divided by total scheduled workload returns the percentage of total scheduled workload weighted by the scheduled workload of each task.

• Health indicator: 

Icon	Meaning of snapshot
	No difference between actual workload/scheduled workload
	Difference between 1 and 10
	Difference greater than 10

          example  

Workload indicator

• Measurement index: Duration

• Objective: Anticipate a task completion time that may be too optimistic.

• Calculation method: Comparison between estimated time for tasks and scheduled project workload.
  • The estimated time for a task that has not started (time spent = 0) is equal to the scheduled workload for the task. 
  • The estimated time for a task that has started is equal to the time spent divided by the rate of progress for the task (percentage of progress divided by 100). 

• Health indicator:

Icon	Meaning of snapshot
	Total time spent on tasks > Scheduled project workload
	Otherwise (no KO): Total estimated time for tasks > Scheduled project workload
	Otherwise (no KO or warning)

          example  

Procedure: How to understand the project health indicators

Step 1: Selecting the project.

1. Select Project > Project Portfolio > My Projects in the menu.

Step 2: Seeing detailed information that explain the indicators.

1. Click  next to the relevant project.
The Project form will appear.

2. Select the Synthesis tab.