Project Portfolio - Health Question

Anthony DAmbrosio

Hello,

I am currently utilizing the PMO Template Set. I would like to incorporate a metric into my dashboard that shows the total health of all my projects into one metric. I am currently doing this on my individual project dashboards utilizing the red, yellow, green color balls screen shot below. If I am managing roughly 5 projects, is there a way to show the overall health of all of them in one metric?

Genevieve P.

Hi @Anthony DAmbrosio

I would personally create 5 separate Metric Widgets in the Dashboard to show the 5 Health balls side-by-side so you could quickly visualize the health (and then if one of them is yellow, you know which one).

However if you're looking for an average across the 5 projects, one way to do this would be to create a new "Total Project Metrics" sheet. You could then cell-link in the 5 status balls from each of your 5 sheets into 5 cells. Then use a formula to return an overall health depending on how many of each colour you had.

If you need help wit the formula, let me know exactly what colour you'd like to be represented at different stages (e.g if 4 are green and 1 is yellow, is that green? What about if 4 are green and one is red? What about if 2 are green, 2 are yellow, and 1 is red?)

Cheers!

Genevieve

Genevieve P.

Hi @Anthony DAmbrosio

I would personally create 5 separate Metric Widgets in the Dashboard to show the 5 Health balls side-by-side so you could quickly visualize the health (and then if one of them is yellow, you know which one).

However if you're looking for an average across the 5 projects, one way to do this would be to create a new "Total Project Metrics" sheet. You could then cell-link in the 5 status balls from each of your 5 sheets into 5 cells. Then use a formula to return an overall health depending on how many of each colour you had.

If you need help wit the formula, let me know exactly what colour you'd like to be represented at different stages (e.g if 4 are green and 1 is yellow, is that green? What about if 4 are green and one is red? What about if 2 are green, 2 are yellow, and 1 is red?)

Cheers!

Genevieve

Anthony DAmbrosio

Thanks Genevieve. I really appreciate your feedback and the help!