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
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.
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: