Knowing how the project is performing is important to know at any point of time. Projects can often be complex and involve many resources and tasks associated with it. There are also many parameters based on which project health needs to be assessed.

Timeline is one of the first considerations given on-time completion is key. You can also measure the health of a project based on other parameters like performance against the allocated budget and how the resources who are assigned to the project are working. 

Keka PSA allows you to track the health of each project on a regular basis on pre-defined parameters. Project managers are reminded to update the project health status periodically. You can set up the parameters based on which project health is to be measured as well as additional questions that can capture more information which can help you in improving the health of the project. 

To view and update project health parameters, go to Project (1) from the left navigation pane and select the Policies & Settings tab (2). Go to the Project Health tab (3).

Here, you can see the pre-configured project health parameters as well as the status questions that will help with the project health review. 

Adding and managing health parameters

You can add a new health parameter, enable or disable the parameters currently added, or edit the parameters. 

To add a new project health parameter, click on +Add Health Parameter. 

On the Add Project Health Parameter screen, enter the name for the parameter in the Health Parameter field. The code which will be used to identify this feature will be auto-generated. You can also enter a Description to expand on the parameter. Click Add after you have updated all the details. 

The new parameter will now be added to the list of project health parameters. You can easily enable or disable a parameter using the toggle button under the status column. If a parameter is disabled, it will not show up on the project health update forms. 

You can also edit or delete the name and description of a parameter that you have added using the Edit or Delete icons under the Actions column.

Adding and managing status questions

Status questions are used to capture more information regarding the project. This can include aspects like areas of improvements, plans to improve financial and operational efficiency of the project, resource performance, and more. 

Some status questions are pre-defined. You can choose to include them or you can disable them as you wish. You cannot edit these pre-defined questions. 

You can also add questions to the list. To add a new question, click on the +Add Question hyperlink. 

In the field that appears, enter the question and then click on the Add icon under the Actions column to add the question. 

You can enable or disable a question using the toggle buttons under the Status column. You can also edit or delete a question using the Edit and Delete icons under Actions. 

Managing reminder email frequency

Project managers receive regular reminders asking them to update the project health status periodically. You can control the frequency of these reminders. Go to the section titled Frequency of Reminder Email to see the current frequency. You can update the frequency by clicking on the Edit icon as shown here. 

On the Frequency of Mail window, select the frequency you like. You can also choose to turn off the reminder emails if required. Click Update to save your preferences. 

Previewing the project health update form

Finally, you can also preview the project health update form that the project managers will view when they are updating the project health. To preview the form, click on the Preview button. 

You can view a quick preview of the form in the Project Health Update window.

That's the end of this article on tracking project health. More questions? Talk to our product experts today!