arputh Contributor.
Contributor.
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Project Health Field not updating

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Hi,

 

We have a Project Type where the Overall Health does not update the Project Health Field in the Project Details automatically as in other Project Types that we have for our client.

 

According to the Project Management Configuration documentation: Project Health field should not be altered.

 

Does anyone have information in how we can find the reason for this "error / failure" we experience?

 

Please see screenshot of the Project Details page and the field configuration.

 

Thanks,

Alfred Puth
PPM Consultant
EOH Application Management
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Absent Member.. randull Absent Member..
Absent Member..

Re: Project Health Field not updating

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Hi Alfred,

 

Please add below trigger and test if it will fix this issue:
 
DROP TRIGGER TR_PPR_KFPP_HEALTHCODE; 
 

CREATE OR REPLACE TRIGGER TR_PPR_KFPP_HEALTHCODE
AFTER UPDATE
OF OVERALL_HEALTH_INDICATOR
ON PM_PROJECT_ROLLUP
REFERENCING NEW AS NEW OLD AS OLD
FOR EACH ROW
DECLARE
l_pfm_request_id         number   ;
BEGIN


IF :old.OVERALL_HEALTH_INDICATOR = :new.OVERALL_HEALTH_INDICATOR THEN
RETURN;
END IF;

select distinct pfm_request_id into l_pfm_request_id from pm_projects
where
ROLLUP_ID=:new.ROLLUP_ID;


IF l_pfm_request_id is not null THEN 
     update  kcrt_fg_pfm_project  set     
    PROJECT_HEALTH_CODE   =
    case  when  :new.OVERALL_HEALTH_INDICATOR   =    'RED'  then  'RED'
         when  :new.OVERALL_HEALTH_INDICATOR   =    'YELLOW'  then  'YELLOW'
         when  :new.OVERALL_HEALTH_INDICATOR   =    'GREEN'  then  'GREEN'
         else  null
     end
     ,
    PROJECT_HEALTH_MEANING   =
   case  when  :new.OVERALL_HEALTH_INDICATOR   =    'RED'  then  'Red'
         when  :new.OVERALL_HEALTH_INDICATOR   =    'YELLOW'  then  'Yellow'
         when  :new.OVERALL_HEALTH_INDICATOR   =    'GREEN'  then  'Green'
         else  null
     end
     where request_id=   l_pfm_request_id;
END IF;


END;

 
Please let me know if you have questions.
Best regards,
Randall

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Absent Member.. randull Absent Member..
Absent Member..

Re: Project Health Field not updating

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Hi Alfred,

 

The calculation of Overall health is as follows, assuming the use of Schedule, Cost and Issue health with the weights set to 1:1:1.

Example 1: Schedule = Red, Cost = Red, Issue = Green
Rules: Red = 5/6, Green = 1/6 (Yellow = 3/6).
Total = sum(weight * color value)/sum of weight
Since: Schedule = Red = 5/6, Cost = Red = 5/6 and Issue = Green = 1/6:
Total = (5/6 + 5/6 + 1/6) / 3 = (11/6) / 3 = 11/18 = 0.61

Example 2: Green = total < 1/3; Yellow = total < 2/3; else Red.
In this case 0.6 < 2/3 = Yellow.

Example 3: Schedule = Red, Cost = Red, Issue = Yellow, results in Overall health of Red
Total = (5/6 + 5/6 + 3/6) / 3 = (13/6) / 3 = 13/18 = 0.72

Example 4: Green = total < 1/3; Yellow = total < 2/3; else Red.
In this case 0.72 > 2/3 = Red.

As an indication on when and how this will effect the colour of the overall health when NOT using equal weighting, here another example:

(Green color value = 1/6 , Yellow color value = 3/6, Red color value = 5/6 as before)
If Overall Health Value < 1/3, Project Health is Green.
If 1/3 <=Overall Health Value <2/3, Project Health is Yellow.
If Overall Health Value >=2/3, Project Health is Red.


This a good example:


Weight: Schedule= 4, Cost= 5, Issue= 6.
Overall Health Value = (4 * 5/6 + 5 * 5/6 + 6 * 1/6) / ( 4 + 5 + 6) = 56.7%
As 1/3 <= 56.7% <2/3, Project Health is Yellow.

If you go into a Project Settings and select "Project Health", you can specify the weights that will be used in the weighted average calculation. You can also allow Project Participants to override the project's calculated health. Additionally, under the "Schedule Health" section, you can configure the scheduling exception rules.

In addition, "Enable Financial Management for Work Plan” has to be checked in both the project type and in the project for the all the project health to function properly. It is under Project Setting --> Cost and Effort --> Financial Management

Best regards,
Randall

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arputh Contributor.
Contributor.

Re: Project Health Field not updating

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Hi Randall,

 

Thanks for the explanation on Project Health calculation.

 

The problem that I am experiencing is that the Overall Health of the project is correct but does not reflect correctly on the project details page field: Project Health

 

As per screenshots the Overall Project Health is Red but on the form in the Project Details tab the Project Health field is Yellow and should be Red as per Overall Health.

 

The field on the form normally update according to the change in the Overall Project Health without any human intervention. In this project type is does not happen programmatically or I understand it incorrectly.

 

I have used the Override Project Health to override the Overall Project Health to be Red and then only the Project Health field update according to the Overall Project Health. If I used the Override Project Health to override the Overall Project Health to “Use Calculated Status” then the Project Health field update correctly again. I have taken action on the exceptions to get the Overall Project Health back in to Green status and now the Project Health field in the Project Details tab updates accordingly. The conclusion, I have to first use Override Health before the field updates in the Project Details tab.

 

This does not seem to be correct or don’t I understand the field update correctly?

 

Regards,

Alfred Puth
PPM Consultant
EOH Application Management
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Absent Member.. randull Absent Member..
Absent Member..

Re: Project Health Field not updating

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Hi Alfred,

 

Looks wierd to me!

 

Could you please share the screenshots of the Project settings related to the help?

Best regards,
Randall

-- Remember to give Kudos to answers! (click the KUDOS star)
"If you find that this or any post resolves your issue, please be sure to mark it as an accepted solution.”
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arputh Contributor.
Contributor.

Re: Project Health Field not updating

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Hi Randall,

 

Attached.

 

Thanks,

Alfred Puth
PPM Consultant
EOH Application Management
0 Likes
Absent Member.. randull Absent Member..
Absent Member..

Re: Project Health Field not updating

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Hi Alfred,

 

Please add below trigger and test if it will fix this issue:
 
DROP TRIGGER TR_PPR_KFPP_HEALTHCODE; 
 

CREATE OR REPLACE TRIGGER TR_PPR_KFPP_HEALTHCODE
AFTER UPDATE
OF OVERALL_HEALTH_INDICATOR
ON PM_PROJECT_ROLLUP
REFERENCING NEW AS NEW OLD AS OLD
FOR EACH ROW
DECLARE
l_pfm_request_id         number   ;
BEGIN


IF :old.OVERALL_HEALTH_INDICATOR = :new.OVERALL_HEALTH_INDICATOR THEN
RETURN;
END IF;

select distinct pfm_request_id into l_pfm_request_id from pm_projects
where
ROLLUP_ID=:new.ROLLUP_ID;


IF l_pfm_request_id is not null THEN 
     update  kcrt_fg_pfm_project  set     
    PROJECT_HEALTH_CODE   =
    case  when  :new.OVERALL_HEALTH_INDICATOR   =    'RED'  then  'RED'
         when  :new.OVERALL_HEALTH_INDICATOR   =    'YELLOW'  then  'YELLOW'
         when  :new.OVERALL_HEALTH_INDICATOR   =    'GREEN'  then  'GREEN'
         else  null
     end
     ,
    PROJECT_HEALTH_MEANING   =
   case  when  :new.OVERALL_HEALTH_INDICATOR   =    'RED'  then  'Red'
         when  :new.OVERALL_HEALTH_INDICATOR   =    'YELLOW'  then  'Yellow'
         when  :new.OVERALL_HEALTH_INDICATOR   =    'GREEN'  then  'Green'
         else  null
     end
     where request_id=   l_pfm_request_id;
END IF;


END;

 
Please let me know if you have questions.
Best regards,
Randall

-- Remember to give Kudos to answers! (click the KUDOS star)
"If you find that this or any post resolves your issue, please be sure to mark it as an accepted solution.”
arputh Contributor.
Contributor.

Re: Project Health Field not updating

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Thanks, Randall

 

Work 100%

Alfred Puth
PPM Consultant
EOH Application Management
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Absent Member.. randull Absent Member..
Absent Member..

Re: Project Health Field not updating

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Excelent! I am glad that your issue is fixed now!

 

Thanks,

Randall

Best regards,
Randall

-- Remember to give Kudos to answers! (click the KUDOS star)
"If you find that this or any post resolves your issue, please be sure to mark it as an accepted solution.”
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