Create A Project Health Traffic Light

OVERVIEW


Creating custom Fields that give a visual representation is an easy at-a-glance way to display data for Users. Take the Traffic Light for example. In this article we will walk you through the process for creating a Heath Traffic Light that is controlled by a picklist. One of the best features of the Health Traffic light is the ability to automate Health scoring using a Process Builder. Health Traffic Light Fields can be used internally and on the External Project View, by adding the Field(s) to Field Sets and/or Page Layouts. 

PROJECT HEALTH TRAFFIC LIGHT


 

To create a Project Health Traffic Light, two custom Fields need to be created: The Project Health Picklist and the Traffic Light Formula Field. 

First, go to Setup → Create → Objects → Project → Fields and Relationships

Create Project Health Picklist

  1. Click the New Button in Fields and Relationships 
  2. Select Picklist and hit next 
  3. Field Label: Project Health (the API name will be referenced in the Formula Field, so keep that in mind if you choose not to use this Field Label). 
  4. Values: Select the option “Enter values, with each value separated by a new line”
    1. Enter Green, Yellow and Red in the text area, each on their own line like so: 

      5. Select Next and follow the prompts to ensure you add the Field to their appropriate Page Layout if applicable. 

Create Project Health Traffic Light:

  1. Click the New Button in Fields and Relationships
  2. Select Formula as the Data Type and hit Next
  3. Field Label: Health Traffic Light 
  4. In the Advanced Formula box, paste the formula from below. (notice that the API name is referenced in the third line, so if you chose to use a different Field Label in the previous step, paste the API name to replace the Project_Health__c API name). 

IMAGE(
CASE(
Project_Health__c,
“Green”, “/img/samples/light_green.gif”,
“Yellow”, “/img/samples/light_yellow.gif”,
“Red”, “/img/samples/light_red.gif”,
“/s.gif”
),
“Health Status”
)

Manually Setting Project Health

If you chose to expose the Project Health and Health Traffic Light Fields on the Project Details page (also the Summary Page), simply navigate to that Project and edit the Project Health Picklist to reflect green, yellow or red. When you hit the Save button, the traffic light will change to the corresponding color. 

The most common places we see theses Fields being used are on the Cross Project Gantt Side Panel (Details Tab), External Project Views, or the Project Detail page (also Summary).

Automating Project Health 

Another time saving feature for Health is the ability to automate the selection using a Process Builder. 

To navigate to Process Builders, open Setup → Process Automation → Process Builder. 

Select New, name your Process, add a description and make sure to choose to start the Process when a record changes. 

For this example, we are going to set this Process Builder up to change the Health Traffic Light to red when any of the Tasks are late. 

  1. + Add Object = Project 
  2. + Criteria: Add first Criteria Node with the following information:
    • Criteria Name = Is Late = True
    • Criteria for Executing Actions: Conditions are met
    • Set Conditions:
      • Field: Late 
      • Operator: Equals 
      • Type: Boolean 
      • Value: True 
    • Conditions: All of the conditions are met (AND)
    • Advanced: check box
    • Save
  3. Immediate Actions + Add Action
    • Action Type: Update Records
    • Action Name: Red Light 
    • Record Type: Select the record that started your process
    • Criteria for Updating Records: No Criteria- just update the records! 
    • Set new field values for the records you update:
      • Field: Project Health 
      • Type: picklist 
      • Value: Red 
    • Save

 

Using the same framework from above, you could automate the light to change to green when the project is completed and so on. 

Conclusion

 

If you have any questions, please reach out to us at [email protected] and a member of our support team will gladly assist you. We also host a weekly Q&A, hosted by our support team. You can register by clicking below:

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