Policies and Settings
      Back to home
      1. Admin Help Center
      2. Professional Services Automation
      3. Policies and Settings

      Setting Up Project Health Tracking: A Complete Guide

      Learn how to define custom parameters and status questions to gain valuable insights into your projects' performance

       

       

      TABLE OF CONTENTS

       

      What Does "Project Health" Mean?

      Project health refers to the overall status and progress of a project, assessing its performance, success in meeting objectives, and adherence to timelines. Monitoring project health is critical for project managers and stakeholders, as it provides:

      • A clear understanding of the project's current status.
      • Early identification of potential risks or issues.
      • Insights into areas requiring additional focus or intervention to ensure successful project completion.

       

      How Does Project Health Tracking Work?

      Keka PSA provides a highly customizable system of parameters and status questions, enabling project managers to monitor a project's health effectively. Here's how it works:

      1. Customizable Parameters: Create specific project health parameters, such as "Budget" or "Timeline," and assign statuses like "At Risk" or "On Track" to reflect the current state of each aspect.
      2. Status Questions: Define questions like "What is the bottleneck?" to gather detailed updates from team members. These can be updated regularly to capture real-time information.

      This dynamic setup allows project managers to:

      • Actively monitor issues.
      • Make informed, timely decisions.
      • Enhance the likelihood of project success.

       

      How to Set Up Project Health Tracking

      Follow these simple steps to set up project health parameters and status questions in Keka PSA:

      1. Access Project Health Settings

      1. Go to the Project section in the Keka portal. Navigate to Policies & Settings. Select the Project then go to the Health tab to begin the setup.

       

       

      2. Add Project Health Parameters

      1. Under the Health Parameters section, click on the +Add Health Parameter button.



      2. A window titled "Add Project Health Parameter" will open.
        • Enter the name of the health parameter (e.g., "Budget" or "Resources").
        • The system will auto-generate a unique code for the parameter.
        • Optionally, add a description by selecting + Add Description.
      3. Click Add to save the parameter.



       

      3. Add Status Questions

      1. Click on the +Add Question option.



      2. A field will appear where you can enter your status question.
      3. Save the question by clicking the tick icon under the Action column.

       

      4. Preview Your Setup

      Once all parameters and status questions are added, use the Preview option to see how these elements will appear to project managers when they update project health details.

       

       

      Why Use Project Health Tracking?

      By leveraging Keka's project health features, you can:

      • Gain Clarity: Regularly assess the state of critical project aspects.
      • Mitigate Risks: Proactively address bottlenecks and challenges.
      • Enhance Efficiency: Improve project outcomes with real-time insights.

       

      For more information on how to effectively manage project health, both for individual updates and in bulk, please click here.: Streamline Your Project Health with Individual and Bulk Updates

       

      By setting up project health tracking, you can ensure your projects remain aligned with their goals, minimize risks, and maximize overall success. Start tracking project health today to take your project management to the next level!