Project Health Indicators - Examples

[Legacy User]

Would anyone be able to provide examples of how you are using Clarity to calculate the health of your project? We are being requested to report the status of the scope, budget, schedule and overall project health in the format of green, yellow and red and include some type of numeric score to indicate how yellow (is it closer to red or green) and what is the risk that the health may continue to deteriorite. Also, include trending.

I have seen the KPI dashboards and OOTB status reports but I haven't been able to locate anything that would provide the specifics requested above.

Any assistance or examples are greatly appreciated!
Cindy

[Anon Anon]

We have set up guidelines/standards for scope, schedule, quality, and budget for our PM's to follow as to if they are 'red', 'yellow', or 'green' and not relying on a single calculation. We tried a calculation for a while, but found it lacked the 'gut feel' a PM may have. But we do have a minor issue of managers changing a PM's status on a project. That is more of a cultural issues we are currently attending to.

[Legacy User]

Thank you.

[Tammi Reel-Davis]

Hi,

We have a custom portlet, see attached screenshot. We call it the PM Dashboard, we look at Schedule, Resource Budget, Allocate DT in the Past, Status Comment Update and several other indicators, not just the OOTB Status Indicator.

Thanks
Tammi

Attachment(s)

PM Dashboard.docx   133 KB 1 version

[Anon Anon]

I have attached a document that describes how we are calculating project status from a Cost, Schedule, Scope, Risk and Overall perspective. We are using a custom object to capture governance decisions.

Attachment(s)

Status Indicator Definitions.docx   284 KB 1 version