Skip to main content
Planview Customer Success Center

Mapping Health Profiles

DO NOT USE - FEATURE TO BE DEPRECATED. See Creating Health Profiles Applying Health Profiles.

Mapping Health Profiles to project and portfolio types allows you to easily associate a Health Profile to one or more project types for consistent health tracking across your organization

Project Profiles

1.      Navigate to Admin/Setup/All Entities/Projects/Health Profile Mappings.

2.      Select the checkbox next to the Project Type(s) that you want to map a Health Profile to.

3.      Choose Menu > Edit.

4.      Select a Health Profile from the dropdown list.

5.      Click Save.

Portfolio Profiles

You assign health profiles to Portfolios when you create Portfolio categories. See Creating Categories.