Managing project health parameters and tracking

Managing parameters and tracking project health in Keka PSA is crucial for effective project management. Once you have set up the parameters, you can easily modify them as needed to align with your project requirements. In this article, we will explore various actions you can take to effectively manage these parameters, including enabling or disabling them, adding new parameters or status questions, as well as editing or deleting existing ones.

To begin, you can navigate to the Projects (1) section, then go to Polices & Settings (2), and open the Project Health (3) tab.

Keka provides a user-friendly interface that simplifies the process of toggling the status of parameters. Whether you need to enable or disable a specific parameter, the toggle feature gives you control over which parameters are active and contribute to your project health tracking.

Adding new parameters or status questions is a seamless process within Keka PSA. You have the freedom to define and customize parameters according to your project's unique requirements. By adding relevant parameters or status questions, you can capture essential information and accurately track project health.

If you need to make changes to an existing parameter, Keka PSA offers intuitive editing options. Simply locate the respective parameter and use the edit icon to modify its details. This functionality ensures that you can adapt your tracking system to evolving project needs without any hassle.

Similarly, if a parameter or status question is no longer relevant or necessary, you can delete or disable it from your project tracking. By clicking on the delete icon associated with the parameter, you can remove it from the system, keeping your project health tracking focused and clutter-free.

To streamline the process of regularly updating project health, Keka PSA allows you to set reminders. You can configure the system to send weekly or monthly reminders to project managers, prompting them to update the project health status for their active projects. This automated reminder system ensures that project health tracking remains up to date and provides valuable insights for effective decision-making.

In conclusion, managing parameters and project health tracking in Keka PSA is a powerful tool for project management. With the ability to modify parameters, toggle their status, add or edit questions, and set reminders, you can ensure accurate and up-to-date project health tracking. By leveraging these features effectively, you can enhance project monitoring, improve decision-making, and drive project success for your organization.