Project Status and Project Health

Project Managers must update the Project Health and Project Status for the projects they manage in the Project / Workspaces app. This article details the values available for both Project Status and Health.

Project Status
Project Health

Project Status

Pending Sequencing: when the project has been approved to move forward, but is pending assignment of a Project Manager.

Active: for any approved project that has not yet begun.

  • At this stage you may be gathering high-level requirements but there is no significant planning underway.

  • The project has been approved through the normal request process (if applicable) and has been added to the queue.

Initiated: when the project manager is assigned and starts identifying resources for the project.

Planning: when the project manager/team refines the details of the project and develops a plan for completion.

  • Project planning includes scheduling, identifying additional project team members and/or resources, developing KPIs, etc.

Executing: when the project plan has been approved and the project team is actively working on the deliverables of the project.

  • Project team performs the project work according to the plan.

  • Project team meets regularly to identify/address any variances from the plan so corrective action can be taken to improve project outcomes.

  • A project remains in this status until Completed, Cancelled, or put On Hold.
    Note: When a project is in process, the Project Health should be Red, Yellow, or Green.

Monitoring: when the project deliverables have been completed and the team is auditing the progress to ensure no issues or concerns have been communicated.

Closing: when the project is wrapping up and the project team is assessing and formalizing acceptance of project deliverables.

Pending Approval: when the project has been identified but has not been officially approved to be initiated.

On Hold: when there is a want or expectation to complete, but the work has temporarily paused.

  • When a project is placed "On Hold", no TeamDynamix back-end features are triggered; it is simply a status indicator showing that the project is paused.

  • The project is still active and any resources on the project are still scheduled, meaning the project still impacts resource availability in TeamDynamix.

 

Project Health

Green: Project is on track (project is meeting defined objectives in scope, on schedule, and on budget).

Yellow: Project is at risk, but corrective actions have been identified.

Red: Project is at risk, no corrective actions yet identified.

None: This should only be used when the project is not yet in process.

 

Next, review the following articles:

Details

Article ID: 877
Created
Tue 9/7/21 11:45 PM
Modified
Fri 11/5/21 12:30 AM

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