How can I modify the health status of a project in Keka PSA?

Project health is a critical metric that reflects the current status and overall condition of a project, as indicated by timesheet data. It serves as an evaluation of the project's progress, assessing whether it is adhering to its schedule, staying within budget, and achieving its defined goals. By examining timesheet data, project managers and stakeholders can derive valuable insights into the project's health. Key indicators that can be monitored through timesheets include time and effort tracking, budget compliance, and resource allocation. Regularly updating the project health status is essential for accurately gauging the project's overall progress and making informed decisions moving forward.

Now, let’s explore the steps to update the health of a project.

To begin the process, navigate to the Project section and click on the Projects tab. This action will take you to the Project List. From there, select the Active Projects option to display the currently active projects. Next, click on the name of the project where the Employee has been added.

In the subsequent window for the chosen project, navigate to the Health section (1) and select the Update Health option (2).

In the following window, you will need to update the Project Health Status (1) and provide Comments (2) to clarify the status updates for each parameter. Once you have completed these fields, click on the Update button (3) to save your changes.

 For additional information on how to establish effective project health tracking, please click here: Setting up Project Health Tracking