Project health

In addition to the statuses that indicate the lifecycle stage of a project, HCL® Marketing Operations calculates a health status for projects.

A project can be given one of the following default health statuses.

• Healthy
• Warning
• Critical
• Unknown

To objectively assess the overall health of a project, Marketing Operations compares project data to thresholds for key performance indicators (KPIs). For example, a project with 0% of its tasks overdue and 0% of its milestones overdue is Healthy. However, if more than 5% of its tasks, or 3% of its milestones, are overdue, the project is Critical.

Your system administrator uses the KPIs to define rules for this calculation. The rules are associated with specific project templates, and therefore with the projects that use those templates.

The system automatically calculates project health status daily, and updates the calculation periodically throughout the day. In addition, you can manually initiate the health status calculation when needed.

Use the following features to review the health status of your project.

• Subscribe to daily email notifications with the daily status. See Receiving project health status updates by email.
• Click Operations > Projects and view a project list. The Project Health column shows the status that was calculated during the most recent automated periodic update.
• View detailed information for a project and click its Health Status tab. When you click this tab, the system automatically updates the project health status; however, the values that are shown elsewhere in Marketing Operations are not updated.
• Add the Health Status portlet to your dashboard. See Marketing Operations HCL Cognos report portlets.

To facilitate analysis, reports are available to compare the health statuses that were calculated for different projects within a month or trending over time. See Multi-object reports.