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      Optimizing Project Health Monitoring with Keka PSA

      Learn how to efficiently update project health, send reminders, and ensure timely project completion

       

       

      Efficient project health tracking is a cornerstone of successful project management. Keka PSA provides tools for updating project health individually or in bulk, ensuring seamless tracking and timely interventions. Below is a detailed guide to simplify the process.

       

      For Individual Project Health Updates

      Steps to Update Individual Project Health:

      1. Access Project Section:

        • Navigate to the Projects section and click on Projects to view all active projects. To access a complete list, go to the All Projects tab.



      2. Select Specific Project:

        • Find the project you want to update and click on its name to open the detailed page.

      3. Update Health Status:

        • Locate the Health section and select Update Health. A pop-up window will appear.



        • Update the Status of various health parameters and add Comments for context.



        • Click Update to save changes.

      Reminder Feature:

      • You can send reminder emails to project managers for pending health updates. This ensures timely actions to maintain project progress.

       

      Bulk Updates for Project Health

      Steps to Process Bulk Updates:

      1. Navigate to Project Health Tab:

        • Go to the Projects section under the Project tab and click on Project Health.



      2. Filter Projects:

        • Use the date range filter to identify projects needing updates.

      3. Send Reminders:

        • Select multiple projects from the filtered list and click the Remind button to notify project managers. For individual reminders, use the three dots in the Actions column.



       

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