Policies and Settings

Managing project health parameters and tracking

 


 

Effectively managing parameters and monitoring project health in Keka PSA is essential for successful project management. After establishing the parameters, you have the flexibility to modify them as necessary to meet your specific project needs. In this article, we will discuss various strategies for managing these parameters, including how to enable or disable them, add new parameters or status questions, and edit or delete existing entries.

 

To get started, navigate to the Projects section, then select Policies & Settings, and click on the Project Health tab.

 

 

Keka offers an intuitive interface that streamlines the management of parameter statuses. With the toggle feature, you can easily enable or disable specific parameters, allowing you to maintain control over which elements actively contribute to tracking your project's health.

 

 

Introducing new parameters or status questions in Keka PSA is a straightforward and user-friendly process. You have the flexibility to create and tailor parameters to align with the specific needs of your project. By incorporating pertinent parameters or status questions, you can effectively gather vital information and monitor project health with precision.

 

 

If you wish to update an existing parameter, Keka PSA provides straightforward editing options. Simply find the parameter you want to change and click on the edit icon to adjust its details. This user-friendly functionality allows you to easily modify your tracking system to accommodate the changing needs of your project.

 

 

If a parameter or status question becomes outdated or is deemed unnecessary, you have the option to delete or disable it from your project tracking. Simply click on the delete icon next to the parameter to remove it from the system. This helps maintain a streamlined and focused approach to monitoring project health, ensuring that only relevant information is retained.

 

 

To enhance the frequency and effectiveness of project health updates, Keka PSA offers a reminder feature. You can easily set up the system to send automated reminders on a weekly or monthly basis to project managers, encouraging them to refresh the health status of their ongoing projects. This proactive reminder mechanism helps keep project health information current and provides essential insights that support informed decision-making.

 

 

Effectively managing parameters and tracking project health in Keka PSA serves as a vital asset in successful project management. With the capability to adjust parameters, toggle their availability, introduce or modify questions, and set up reminders, you can maintain precise and current tracking of project health. By making the most of these features, you can significantly enhance project oversight, facilitate better decision-making, and ultimately contribute to the success of your projects and your organization as a whole.

 

For additional information on how to effectively set up and manage project health, please refer to the detailed guide available here: Setting up Project Health Tracking