You can add, edit, and delete project health status rules,
and assign rules to project templates.
Before you begin
Before you change an existing rule, verify that no other administrators
are working with that rule.
Procedure
- Click Settings > Marketing Operations Settings
> Health rules.
A page lists the health status
rules.
- To add a rule, click Add health rule.
The system adds lines with fields for the rule name and a description.
-
Supply a name and description, then click Build Rule ().
A dialog opens for you to enter the if-then statements that determine project health.
- Supply the first IF clause:
- To select the KPI, click Select an Attribute.
- Click to select an operator.
- Enter a threshold value.
- Click Add. The clause displays
in the center of the dialog.
- To include more than one KPI in the clause, select And or Or and
then repeat these steps.
- Supply the THEN clause: select the
health status to assign to projects that meet the condition.
- Click Save Compound Condition. The
condition displays at the top of the dialog.
- Repeat these steps so that the rule includes conditions
for the Healthy, Warning, and Critical health statuses.
- To review the rule as a series of IF... THEN statements,
click Preview. To change the rule after your
review, click Conditions.
- 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.
- Click Save and Finish.
- Click Save Rule ()
for the rule.
Results
To implement the rule, you assign it to one or more project
templates. See Assigning 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 ()
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 for the rule.