Update Project Health - EcoSys - 2.04 - Help - Hexagon PPM

EcoSys Portfolios Help (2.04)

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EcoSys
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EcoSys Standard Version
2.04

This procedure allows you to update the project health status and description. The project health status appears with a specific background color as per the RAG (Red, Amber, Green) system that is also used in traffic lights.

The available project statuses are listed below:

  • 1 Not Tracking (Red) - the project is not on track to deliver per agreements (schedule, budget, etc.) This indicates that a plan should be developed to bring the project to Tracking status.

  • 2 At Risk (Amber) - the project is at risk to deliver per agreements.

  • 3 Tracking (Green) – the project is on track to deliver per agreements.

Follow the procedure below to update project health in the Project Health Staging panel:

  1. Navigate to Project > Project Reporting Management.

  2. Click the New button. This should be done only if the project status has not been copied from the previous period.

  3. Click the Project Health Status ellipsis and select the required status. The available project health statuses are listed below:

    • 1 Not Tracking

    • 2 At Risk

    • 3 Tracking

  4. Type the required Project Health Description.

  5. Click SAVE.