About monitoring project health

In addition to the statuses that indicate the lifecycle stage of a project, IBM® Marketing Operations calculates a health status for projects. A project can be given one of the following health statuses (your system administrator can change these names at your installation):

Healthy

Warning

Critical

Unknown

To objectively assess the overall health of a project, Marketing Operations compares project data to thresholds for key performance indicators (KPIs). For example, a project with 0% of its tasks overdue and 0% of its milestones overdue is Healthy. However, if more than 5% of its tasks, or 3% of its milestones, are overdue, the project is Critical.

Your system administrator uses the KPIs to define rules for this calculation. The rules are associated with specific project templates, and therefore with the projects that use those templates.

The system automatically calculates project health status daily, and updates the calculation periodically throughout the day. In addition, you can manually initiate the health status calculation when needed.

To review the health status of your projects, you can:

Subscribe to daily email notifications with the daily status. See To receive project health status updates by email.

Click Operations > Projects and view a project list. The Project Health column shows the status calculated during the most recent automated periodic update.

View detailed information for a project and click its Health Status tab. When you click this tab, the system automatically updates the project health status; however, the values shown elsewhere in Marketing Operations are not updated.

Add the Health Status portlet to your dashboard. See Marketing Operations IBM Cognos report portlets.

To facilitate analysis, reports are available to compare the health statuses calculated for different projects within a month or trending over time. See Multi-object reports.