The Project dashboards allow you to report a Project's 'Health' using Green, Amber and Red traffic light indicators across:

  • Scope
  • Time
  • Cost
  • Risk
  • Safety
  • Quality

Applying traffic light indicators across these key Project reporting metrics is great for real-time reporting to key-decision makers. Talk to us about how we can power the rings using data, to save users having to update them manually.

To update the Project Health indicators, follow these steps:

Step 1: From the Three Dots Menu ( ) next to the 'Health' title, select Edit Project Health

Step 2: In the Edit Project Health form, you can select a status of Green, Amber or Red from the status menu and also insert comments or a description.

Note: When selecting a status, you may note Health Criteria against Green, Amber or Red to help guide your decision making. Edit Health Criteria steps can be found here.

Note: When changing between Green, Amber or Red status, you may also be prompted that the text field will update with an automated text message based on the Green, Amber or Red criteria. Edit Health Criteria steps can be found here.

Step 3: Once you've made updates, click 'Updated Project Health'.

Step 4: Check out the Dashboard and hover over the Health rings to get your update.