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Planview Customer Success Center

Mapping 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.