Setting Up Project Health Tracking: A Complete Guide

Overview

Project Health Tracking in Keka PSA provides project managers and stakeholders with a clear and structured way to assess the overall status of their projects. By combining custom parameters and status questions, you can track project performance, identify potential risks early, and make data-driven decisions to ensure timely and successful delivery.

This guide walks you through what project health means, how tracking works, and how to set up parameters and questions within Keka PSA.

What Does “Project Health” Mean?

Project Health represents the overall progress and condition of a project. It measures how well the project aligns with its goals, timelines, and expected outcomes.

Monitoring project health provides:

• A clear view of current project status.

• Early detection of potential risks or delays.

• Actionable insights to help managers and teams make timely interventions.

By tracking these indicators, project managers can ensure smoother execution and higher chances of successful project completion.

How Does Project Health Tracking Work?

Keka PSA offers a customizable system that helps project managers evaluate project performance through two main components:

• Customizable Parameters:
  Create health indicators such as Budget, Timeline, or Resources. Assign statuses like On Track, At Risk, or Delayed to represent their current state.

• Status Questions:
  Add specific questions like What is the current bottleneck? or Are additional resources needed? to gather qualitative feedback from project managers or teams.

This approach allows managers to:

• Continuously monitor issues and performance trends.

• Take proactive measures to address risks.

• Improve accuracy in project reporting and forecasting.

Accessing Project Health Parameters

1. Navigate to the Project section in the left navigation pane.

2. Click on Policies & Settings.

3. Select the Project tab and then click on Health.
   
   

Enabling or Disabling Parameters

Keka PSA offers a toggle feature to control which parameters actively contribute to project health tracking.

• To enable or disable a parameter, simply use the toggle switch beside it.

• Enabled parameters will appear in project health evaluations, while disabled ones will be excluded.
  
  

Adding New Parameters or Status Questions

To introduce new tracking criteria or project health questions:

1. Go to the Project Health page.

2. Click +Add Parameter (or +Add Question, depending on your configuration).
   
   

3. Enter the parameter name, provide a description (optional), and define how it will be used for tracking.

4. Save your new parameter.

Editing Existing Parameters

If you need to modify an existing parameter:

1. Locate the parameter you want to update.

2. Click the Edit icon next to it.

3. Update the name, description, or settings as needed.

4. Click Save to apply your changes.
    

Deleting or Disabling Parameters

To remove outdated or unnecessary parameters:

1. Find the parameter or question you wish to delete.

2. Click the Delete icon next to it.

3. Confirm the deletion to remove it from your tracking list.
   
   

If you prefer to retain the parameter for future use, you can simply disable it instead of deleting it.
This ensures a streamlined, focused approach to project health tracking.

Setting Up Project Health Reminders

To ensure project health information stays current, you can automate reminders for project managers:

1. Navigate to the Project Health section and scroll down.

2. Click edit icon to configure reminders to send weekly or monthly notifications.
   
   
   
   

3. These reminders prompt project managers to update the health status of ongoing projects. 

Previewing the Project Health Update Form

1. Click the Preview button.
   
   

2. The Project Health Update Form will display a live preview of the form layout and questions.

3. Review the content to confirm that all critical information is included and properly formatted.
   
   

Why Use Project Health Tracking?

By implementing Project Health Tracking in Keka PSA, you can:

• Gain Clarity: Get a consistent, real-time view of key project indicators.

• Mitigate Risks: Identify and address challenges before they escalate.

• Enhance Efficiency: Use insights from health reports to optimize workflows and outcomes.

Monitoring project health regularly helps maintain transparency, accountability, and control over all ongoing projects.