To configure project health status rules
You can add, edit, and delete project health status rules, and assign rules to project templates. Before you change an existing rule, verify that no other administrators are working with that rule.
1.
Click Settings > Marketing Operations Settings > Health rules.
A page lists the health status rules.
2.
To add a rule, click Add health rule.
The system adds lines with fields for the rule name and a description.
3.
Supply a name and description, then click Build Rule (Small pencil and paper).
A dialog opens for you to enter the if-then statements that determine project health.
4.
Supply the first IF clause:
a.
To select the KPI, click Select an Attribute.
b.
Click to select an operator.
c.
Enter a threshold value.
d.
Click Add. The clause displays in the center of the dialog.
e.
To include more than one KPI in the clause, select And or Or and then repeat these steps.
5.
Supply the THEN clause: select the health status to assign to projects that meet the condition.
6.
Click Save Compound Condition. The condition displays at the top of the dialog.
7.
Repeat these steps so that the rule includes conditions for the Healthy, Warning, and Critical health statuses.
8.
To review the rule as a series of IF... THEN statements, click Preview. To change the rule after your review, click Conditions.
9.
The system applies the conditions in the order that is shown at the top of the dialog. If necessary, change the sequence by using the check boxes and the Up and Down controls.
10.
Click Save and Finish.
11.
Click Save Rule (Small diskette) for the rule.
To implement the rule, you assign it to one or more project templates. See To assign a rule to a project template.
To edit a rule, verify that no other administrators are working with that rule. Then, return to the Health rules page and click Edit rule (Small pencil) for the rule.
You can delete a rule that is not assigned to any project templates. Verify that no other administrators are working with that rule. Then, on the Health rules page, under Actions click red X mark for the rule.
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