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Planview Customer Success Center

Editing Health Profiles

  1. Navigate to Admin/Setup/Project/ Health Profiles (for project profiles) or Admin/Setup/Portfolio/Health Profiles (for portfolio profiles).
  2. Select the health profile you want to edit and choose Actions > Edit (or right-click and choose Edit from the menu).
  3. Edit any of the following:

- Title
- Description
- Selected health indicator(s)
- Selected status(es)
- Percentage value for each status

  1. Click Save