Schedule Health policy

Schedule health is used to indicate the health of a project in terms of scheduling. This topic describes how to set the Schedule health policy for a project type.

Overview

Project schedule health is indicated by the colored indicator in the project header.

A project has a schedule health indicator only when the work plan is Active. The schedule health indicator disappears when the work plan is completed or put On Hold.

The Schedule Health policy controls the following:

The percent of tasks that have exceptions to turn the schedule health red or yellow.
Which rule violations cause PPM to report exceptions on tasks.
Whether the violations of specific exception rules are included in the schedule health indicator.

Options

Options in the Schedule Health policy are described as follows:

Option	Description
Allow project managers to override these settings?	Select Yes to allow project managers to edit this policy in their projects. Select No to disallow project managers to edit this policy in their projects.
Health
Percent of tasks that must have Exceptions to turn the Schedule Health Red	When the specified percent of tasks of the project work plan have exceptions, the project schedule health turns red. Note: When calculating the count of total tasks, OpenText PPM does not include summary task or tasks whose status is either Completer or Cancelled.
Percent of tasks that must have Exceptions to turn the Schedule Health Yellow	When the specified percent of tasks of the project work plan have exceptions, the project schedule health turns yellow. Note: When calculating the count of total tasks, OpenText PPM does not include summary task or tasks whose status is either Completer or Cancelled.
Exception Rules	See Exception rules.

Exception rules

This section describes how to set the exception rules for the Schedule Health policy.

What exception rules control

The exception rules of the Schedule Health policy controls the following:

Whether violations of an exception rule cause PPM to report exceptions on tasks.
The condition that causes the violations of an exception rule. When the condition is met, PPM reports exceptions on tasks.
Whether the violations of an exception rule are included in the schedule health indicator.

Enable exception rules

To enable an exception rule, select the checkbox before the exception rule.
To include the violations of an exception rule in the schedule health indicator, select the checkbox in the Include in Health column of the exception rule.

Exception rules

The following table describes the exception rules:

Exception rule	Description
Unassigned tasks	This exception occurs when a work plan task is scheduled to start in the specified number of days, but no resources are assigned to the task. This rule applies to the following: Tasks whose status are not Completed or Cancelled. If the task has a summary task, the status of the summary task should be Active. Milestones whose duration is greater than zero.
Unassigned effort	This exception occurs when a work plan task is scheduled to start in the specified number of days, and the task has some effort unassigned to it. This rule applies to the following: Tasks whose status are not Completed or Cancelled. If the task has a summary task, the status of the summary task should be Active. Milestones whose duration is greater than zero.
Tasks or milestones finishing late	This exception occurs when a task or milestone is not completed yet, and you have passed the scheduled finish date by the specified number of days.
Tasks or milestones starting late	This exception occurs when a task or milestone has not started yet, but you have passed the scheduled start date by the specified number of days.
Late estimated finish	This exception occurs when a task is not completed and its estimated finish date has passed the planned finish date by the specified number of days.
Predecessor has an exception	This exception rule applies to milestones only. An exception is reported on a milestone when the milestone's predecessor has a scheduling exception. If the milestone's predecessor is a summary task, an exception is reported on the milestone when any leaf task of the summary task has a scheduling exception.
Critical path running late	This exception applies only to milestones that are on the critical path. For a milestone that is on the critical path and is not completed, if the milestone has a predecessor that is also on the critical path, when the predecessor is running late, an exception is reported on the milestone. Note: PPM excludes milestone tasks from this rule when checking a milestone's predecessors. Therefore, when a milestone has an exception, no exceptions are reported on its subsequent milestones.
External predecessor has an exception	An exception is reported on a task when any of the task's external predecessors has either of the following exceptions: Overdue start. Overdue finish. Predicted late finish. Direct predecessor exception, if the external predecessor is a milestone. Critical path running late, if the external task is a milestone. Yellow or Red schedule health.