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What are the Health / Progress Indicators?

Health allows you to see at a glance how things are going based on a traffic light system
(RAG - Red, Amber, Green), so you can identify if things are going well or falling behind schedule. 

You will see the health colours used in Actual Progress, columns showing Health or the SPI / CPI values:

           Health.png           Health_of_spi.png     


How Health is Calculated:

  • Health Reason Example
    Grey
    (Not Started)

     In Backlog (not Planned)

    		 Task_Backlog.png

     Belongs to an Unpublished Schedule

     Planned Start Date     is in the future

    		Task_in_future.png
    Blue
    (Closed)    		  Task is Completed Task_Closed.png
     Task is Cancelled Task_cancelled.png
    Orange
    (Alert)    		  SPI < 0.9
    Task_SPI_09.png
     If SPI shows as --
     Behind Schedule     but Today's Date < Task Planned End Date
         and Actual Progress is between     60-90% of the Planned Progress %    		 Task_Alert.png
    Red (Late)  SPI < 0.6
    Task_SPI_06.png
     Today's date > Planned End Date
     *Note: Even if Actual Progress is 100% but the Task has not been marked as
     Completed, it will show as Red (Late) if the planned end date has passed.
    Task_100_but_not_complete.png    		 Task_Late.png
     If SPI shows as --
     Very Behind Schedule if Today's Date < Task Planned End Date
     and Actual Progress is     < 60% of the Planned Progress %
    Green
    (OK)    		  Running On Time (or ahead of Schedule)
     If the planned end date has not passed and Actual Progress is within     10% of the
     Planned Progress % (or if none of the conditions above have been met).    		 Task_on_time.png 

     

  • Health Reason
    Grey  Project is Draft
     Schedule is Unpublished
    Blue  Project is Closed
     Schedule is Closed
    Orange  SPI < 0.9
     If SPI shows as --
     Behind Schedule     but Today's Date < Schedule Planned End Date
         and Actual Progress is between 60-90% of the Planned Progress %
    Red (Late)  SPI < 0.6
     If SPI shows as --
     Very Behind Schedule if Today's Date < Schedule Planned End Date
     and Actual Progress is < 60% of the Planned Progress %
    Green
    		  Planned Progress is 0% and Project is Live / Schedule is Published
     Running On Time (or ahead of Schedule)
     If the planned end date has not passed and Actual Progress is within 10% of the
     Planned Progress % (or if none of the conditions above have been met).

    Examples of Project Health:
    Project_Health.png

    Examples of Schedule Health:
    Schedule_Health.png

     

  • SPI and CPI will be found on the Costs tab (for PMO > Projects or Project > Schedules for either List or Detail view) or included in Report Widgets.

    SPI     
    SPI = EV ÷ PV

    Earned Value (EV) 
    Total Hours Required x Actual Progress

    Planned Progress (PV) 
    Planned Effort / Total Hours Required  

    Health Colour Coding:

    Read more about SPI here

    CPI 
    CPI = EV ÷ AC

    Health Colour Coding:

    Read more about CPI here

  • Actual Effort (h) / (Actual Effort (h) + Remaining Time (h))
    These values can be found on the Project > Schedules > Schedule Details > Progress tab

    actual_progress.png
    Looking at this screenshot as an example:
    Actual Effort (h) / (Actual Effort (h) + Remaining Time (h))
    42.5 / (42.5 + 27.5)
    42.5 / 70 = 0.61 (Rounded to 2 Decimal Places)
    0.61 = 61%

     

Where Health is visible:

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