How to Add and Configure Dashboard Health Tiles

Health tiles provide manual project health tracking across seven key categories. Use this guide to add health tiles to your dashboard and configure them for effective project health monitoring.

Steps

Add health tiles to your dashboard

1. Navigate to your project dashboard
2. Click the blue Add Tiles button in the top left corner
3. Select Health and Status from the left-hand menu in the tile library
4. Choose your preferred health tile type:
   • Health Text Tile for detailed commentary
   • Health Rings Tile for visual overview
   • Health Compare Tile for period comparisons
   • Health Trend Tile for historical trends

Configure health text tiles

1. Hover over the newly added health text tile
2. Click the vertical three-dot menu in the top right corner
3. Select Settings from the dropdown menu
4. Choose which health metric to display (scope, time, cost, risk, safety, quality, or cash flow)
5. Click Save

Update health status and commentary

1. Hover over the tile again and click the three-dot menu
2. Select Edit Health from the dropdown
3. Choose your health status from the dropdown:
   • Green (on track)
   • Amber (at risk)
   • Red (critical)
   • Blue (not applicable)
4. Add detailed commentary using the rich text editor
5. Click Save to update this health category
6. Use the dropdown to switch between health categories and update multiple metrics in one session
7. Click the X in the top right corner when finished

Configure health rings tile

1. Hover over the health rings tile and click the three-dot menu
2. Select Settings to customize display options
3. Toggle health categories on/off using the radio buttons under Types
4. Choose display options:
   • Wrap rings to fill available space
   • Hide labels to remove category names
   • Show status to display status instead of category names
5. Click Save

Set up health compare tile

1. Click the three-dot menu on the health compare tile
2. Select Settings
3. Set the Last Period date using the date picker
4. Set the Current Period date using the date picker
5. Select which health metrics to display using the toggle switches
6. Enable With Commentary to include health update text
7. Click Save

Configure health trend tile

1. Access the three-dot menu on the health trend tile
2. Select Settings
3. Set the Start Date and End Date for the trend analysis
4. Select which health criteria to display on the trend chart
5. Click Save

Troubleshooting

• Problem: Health tile shows "no health chosen" Solution: Access tile settings and select a health metric category

• Problem: Compare tile shows no data Solution: Ensure you've entered health updates for both selected time periods