Project Health Bar, Status Updates, and Portfolio
Every project shows a health bar at the top, above the tabs. It answers "is this project OK?" at a glance, so you don't have to open each tab to find out.
What the bar shows
| Item | What it means |
|---|---|
| Health badge | On track, At risk, Off track, or Done (finished or cancelled projects). |
| 98% complete | The project's progress, from the project settings: set by hand, or calculated from tasks or milestones (see Project status and progress). It is not the task count. |
| 1 of 9 tasks done | Finished tasks out of all tasks in the project. A task counts as done when it is completed or sits in a Done/Closed board column. |
| 7 overdue tasks | Open tasks whose due date has passed (shown in red). |
| Hours used | Logged hours against the project's allocated hours, when hours are allocated. |
| Next milestones | The next two open milestones and their due dates. |
| Latest update | The most recent status update someone posted. |
How the health is worked out
BusinessHRM checks the project every time you open it. It turns At risk or Off track when:
- the deadline has passed,
- tasks are overdue (Off track when 3 or more are overdue and they are at least a quarter of the open tasks),
- 85% or more of the budget or allocated hours is used (Off track above 100%),
- progress is well behind the time elapsed (for example, 40% of the time gone but only 10% done).
Hover over the badge to see the reasons.
Post a status update
If the automatic health is not the full story, post your own:
- Click Post status update on the bar.
- Choose On track, At risk or Off track, and add a short note (for example, "Waiting for the client's content").
- Click Save.
Your update replaces the automatic health for 14 days, then the automatic check takes over again unless someone posts a new update. The note shows as Latest update on the bar and on the Portfolio page.
Who can post: the project admin, and anyone who can edit the project.
Save as template
The Save as template button copies the project's tasks, checklists, assignees, members and milestones into a new project template, so you can start the next similar project in one click. You need the Manage project template permission.
Portfolio
Work → Portfolio lists all projects with their health, progress and due date (and budget, if you may see budgets). Use the health filter to see only the projects that are at risk or off track.