Health Check
The Health Check reviews your plan for gaps and problems, such as activities with no Accountable role, products nothing produces, or roles booked for more hours than they have. Many problems come with a fix you can apply in a couple of clicks.
Open it from the project menu (under the project name at the top), with Open Health Check on the project's Overview, or from the issue count beside Lock and the public link switch in the project's Settings.
Reading the results
The top of the page shows how many issues were found, by severity, and how many checks passed. Each issue shows its check, its category and a short summary. Select it to see the items involved.
| Severity | Meaning |
|---|---|
| Critical | The plan's data is inconsistent. Contact support if this appears. |
| High | Something important is missing, and the plan won't read correctly until it's fixed |
| Medium | A gap worth fixing before you share or lock the plan |
| Low | Tidying up, or a sign that part of the plan is thin |
| Note | A suggestion only. Notes never count towards the issue total. |
Passed checks are listed below the issues. A check that doesn't apply yet, such as the hours check in a project with no Effort multiplier, passes with a note saying it was skipped.
Fixing issues
For many checks, each affected item has a fix button, such as Assign Accountable, Assign to Phase, Set Duration or Link to Activity. It opens a short form with the item already chosen. Fill in what's missing, such as the role or phase, and choose Apply Fix. The change is saved straight away, and the Health Check updates when it next re-checks, a few seconds later.
For the other checks, the details tell you what to change and where. Make the change in the relevant tab.
The Integrate card on the Overview lists the most important gaps in how the plan connects, with the same fix buttons, or Open tab to go where you fix it.
The checks
RACI
| Check | Severity | What it looks for | Fix |
|---|---|---|---|
| All activities have Accountable role | High | Activities with no Accountable role (A or R/A) | Assign Accountable |
| All activities have Responsible role | High | Activities with no Responsible role (R or R/A) | Assign Role to Activity |
| All processes have Accountable role | High | Processes with no Accountable role | Assign Role |
| RACI matrix adequately populated | Low | A matrix with fewer than 10% of its cells filled | None |
Roadmap and products
| Check | Severity | What it looks for | Fix |
|---|---|---|---|
| All products produced by activities | High | Products that no activity produces | Link to Activity |
| Producing activities have a phase and Accountable role | High | Activities that produce something but can't place it on the Roadmap | Assign to Phase, Assign Accountable |
| Products placeable on Roadmap | High | Products with no activity that has both a phase and an Accountable role | Link to Activity |
| Products have downstream connections | Low | Many products that nothing depends on and no milestone expects | None |
| Circular dependencies | Note | Products that depend on each other in a loop | None |
Milestones
| Check | Severity | What it looks for | Fix |
|---|---|---|---|
| All milestones have deadline | Medium | Milestones with no deadline date or percentage | Set Deadline |
| Products expected at milestones are produced by then | Medium | A product a milestone expects that nothing produces, that's expected finished but still worked on in a later phase, or that's expected part done but only started in a later phase | None |
| Reached milestones met their criteria | Medium | Milestones marked reached with a criterion not assessed as met | None |
| Milestones have unambiguous deadlines | Low | Milestones with both a date and a percentage, which can happen if you change the timing mode | None |
| Milestones are marked reached by their date | Note | Milestones whose date has passed but aren't marked reached. Milestones set as a percentage through a phase aren't checked. | None |
Scheduling and structure
| Check | Severity | What it looks for | Fix |
|---|---|---|---|
| All activities assigned to a phase | Medium | Activities with no phase | Assign to Phase |
| All activities have duration | Medium | Activities with no duration | Set Duration |
| All phases have duration | Medium | Phases with no duration, or no start and end dates | Set Duration |
| No empty groups | Low | Top-level parties with no parties beneath them | None |
| No empty work packages | Low | Work packages with no activities | None |
Effort
| Check | Severity | What it looks for | Fix |
|---|---|---|---|
| No roles over-committed (hours) | High | Roles with more hours in a phase than the phase's length allows, using the project's Effort multiplier | None |
| No roles over 100% allocation | High | Roles allocated more than 100% in a phase | None |
See Estimating.
Processes and tools
| Check | Severity | What it looks for | Fix |
|---|---|---|---|
| All processes linked to activities | Medium | Processes with no activities | Link Activity |
| Key engineering processes defined | Note | Common engineering processes the plan doesn't have yet, such as Requirements Management, Configuration Management or Risk Management | None |
| Activities use tools | Note | Activities with no tools | None |
Integrity
Project reference integrity (Critical) looks for data that points at another project, such as an activity assigned to another project's phase. You shouldn't see it. If you do, contact support.
When checks run
- The check runs in the background while you carry on working. You'll see Checking the project… while it runs, and the results update when it finishes.
- Opening the Health Check re-checks the project if it hasn't been checked in the last 15 minutes.
- Use Refresh to check again at any time.
- If someone edits the project while you have the Health Check open, it shows may be out of date and re-checks a few seconds after the edits stop.
- Each result shows when it was last checked, such as "Checked 5 minutes ago".
Before you lock or share a project
In the project's Settings, the Lock button and the public link switch show how many Health Check issues are open, with a link straight to them. Review them first: a locked project can't be edited until it's unlocked, and a public link shows the plan to anyone who has it (see Sharing and guest links). Use the small refresh icon beside the count to check again.