Skip to main content
Planview Customer Success Center

About Health Profiles

Health Profiles allow Portfolio and Project managers handle enormous amounts of data to measure and tune portfolio performance. Health profiles let you easily answer questions such as:

  • How are projects performing?

  • What is the current status?

  • Where are the problems?

Health Icons provide immediate performance assessments in real time across the entire portfolio of projects and tasks.

You can configure health profiles and apply them instantly across your entire portfolio. Based on performance calculations, color-coded icons can be made visible that provide a complete picture of health at the desired level (portfolios, projects, and tasks). Health icons, values, and hints (details) are available in reports. You can also access the hint information by placing your cursor over the health icon(s) for any item.

PPM Pro's Health Profiles can be configured to support the following key areas of performance - note that the icons are shown in black, however they will appear in your system either red, yellow, or green, depending on how your percentages are configured:

 

Icon Description
Portfolio Health Indicators  
 Schedule Health (Dates)
Budget to Actual Hours
Budget to Actual Cost
Budget to Actual Revenue
Project Health Indicators  
 Schedule Health (Dates)
Budget to Actual Hours
Budget to Actual Cost
Budget to Actual Revenue

Estimate to Actual Hours
 Estimate to Actual Cost

Estimate to Actual Revenue
Task Health Indicators  
 Schedule Health (Dates)
Budget to Actual Hours
Budget to Actual Cost
Budget to Actual Revenue

Estimate to Actual Hours
 Estimate to Actual Cost

Estimate to Actual Revenue

Health Indicator field definitions

Health
Health is a set of calculated values for Portfolios, Projects and Tasks that compares the Schedule (Start and Target Dates), Budget and Estimated Hours, Cost and Revenue to current actuals.

Note: For budgets, estimates, and schedules, “to date” means the % of the hours that fall before today when looking at task dates. For actuals, “to date” means all actuals entered as of today (even if entered on next week’s timesheet).

Project: Schedule Health

If all Summary Tasks are closed and/or have complete dates: (days late + days duration)/days duration

If any not closed: use the worst summary task value in the project.
Proposed status summary tasks are included if task-level schedule health is being tracked for proposed status tasks. If not, only open status summary tasks are included.

Task: Schedule Health

(Target Date days late + days duration)/days duration for Active tasks

Project or Task: Hrs Budget Health (Budget to Actual Hrs)

Actual Hours/Budget Hours to Date

Project or Task: Cost Budget Health (Budget to Actual Cost)

Actual Cost/Budget Cost to Date

Project or Task: Revenue Budget Health (Budget to Actual Revenue)

Actual Revenue/Budget Revenue to Date

Project or Task: Hrs Estimate Health (Estimate to Actual Hrs)

Actual Hours/Estimate Hours to Date

Project or Task: Cost Estimate Health (Estimate to Actual Cost)

Actual Cost/Estimate Cost to Date

Project or Task: Revenue Estimate Health (Estimate to Actual Revenue)

Actual Revenue/Estimate Revenue to Date

Portfolio: Schedule Health

The worst Project Schedule Health value in the Portfolio

Portfolio: Hrs Budget Health (Budget to Actual Hrs)

Actual Portfolio Project Hours/Portfolio Budget Hours to Date

Portfolio: Cost Budget Health (Budget to Actual Cost)

Actual Portfolio Project Cost/Portfolio Budget Cost to Date

Portfolio: Revenue Budget Health (Budget to Actual Revenue)

Actual Portfolio Project Revenue/Portfolio Budget Revenue to Date