Project Health overview
Adobe Workfront’s Project Health feature utilizes the power of AI Assistant to instantly give you an assessment of how your projects are performing, what areas need your attention, and how to avoid issues that can cost you time and money.
AI Assistant can generate a Project Health assessment for the following objects:
- A single project
- A single program
- Multiple projects
For more information about AI Assistant, see AI Assistant overview.
| table 0-row-2 1-row-0 2-row-2 3-row-2 layout-auto html-authored no-header | |
|---|---|
| Adobe Workfront plan | Select, Prime, or Ultimate |
| Adobe Workfront license | Standard |
| Access level configurations |
Administrator to manage Project Health configurations Edit to apply Project Health configurations View to view Project Health configurations |
For more detail about the information in this table, see Access requirements in Workfront documentation.
Enroll in the Project Health beta
In order to utilize Project Health, your organization must have AI Assistant enabled.
To enable AI Assistant and Project Health for your organization, all of the following must apply:
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Your organization must have migrated to Adobe IMS (Identity Management System).
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Your organization must have a Select, Prime, or Ultimate Workfront plan
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The Adobe Unified Experience must be enabled.
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Adobe must have a signed Adobe Gen AI agreement on file.
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The Workfront administrator must enable AI Assistant for users in your organization. AI Assistant is enabled through access levels.
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Both the Enable AI and Project Health options must be selected in the AI preferences section at Setup > Preferences.
For more information, see AI Assistant overview and Configure system preferences.
AI Assistant prompts list
Below is a list of prompts you can use to ask AI Assessment to generate a Project Health assessment for a project, program, or all projects in your account.
Project and program conditions list
Below are the available conditions AI Assistant will assign your project or program when generating a Project Health assessment.
Manage Project Health configurations
A project health configuration contains specific criteria that determines how your project health is calculated. After a configuration is created, you can then apply it to a project.
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Click the Main Menu icon
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Click Project Preferences in the left panel, then select Project Health in the drop-down that appears.
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In the upper-right corner of the page, select New Configuration.
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(Optional) On the configurations details page, replace Untitled Configuration with a new a configuration Name.
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In the What factors would you like to include in project health section, deselect any factor you don’t want included when determining your project health criteria:
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Scope creep: How much the project scope has expanded since it started.
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Required fields: If any required fields are missing (e.g. project description). These required fields determine project completeness and are specified in the Which fields do you want to check for completeness? configuration section below.
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Schedule changes: How many schedule changes have occurred since the project started.
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Task estimation: How accurately the task work has been estimated (e.g. no overdue tasks currently in the project).
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Task burndown: How the project work is progressing compared to the project timeline.
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Overdue tasks: How many tasks are currently past their due date.
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Cost: If the project is currently over budget.
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In the When does your project officially start? section, select the event that signals the beginning of your project from the drop-down.
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In the How do you estimate the scope of work on a project? section, select which project factor will increase as the project scope increases.
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In the Which fields do you want to check for completeness? section, select one or more fields that will be checked to determine project completeness.
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Click Save in the upper-right corner.
Apply Project Health configurations
Once an administrator has created a Project Health configuration, users with Edit access can apply it to a project.
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Click the Main Menu icon
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On the Projects page, select a project.
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Click the More icon
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In the left panel, select Project Settings.
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In the Project Health Configuration field, select the configuration you want to apply to this project.
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Click Save in the lower-left corner of the panel.
Generate a Project Health assessment for a project or program
If you have View access for a project or program, you can generate its Project Health assessment using AI assistant.
If you’re generating an assessment for a project, this can be done either from the project page, or by referencing the project name when you ask the assistant how the project is performing.
If you’re generating an assessment for a program, you can do so from the program details page.
For more information, see the following section in this article: Manage project health configurations.
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Navigate to the project or program you want to generate a Project Health assessment for.
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On the project/program details page, click the AI Assistant icon
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Type the following in the Ask me about Workfront field: What’s the health of this project?
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Type the following in the Ask me about Workfront field: What’s the health of this program?
note note NOTE If you’re accessing AI Assistant from a different page in Workfront, you can type What’s the health of project [PROJECT NAME]? or What’s the health of program [PROGRAM NAME]?
For a full list of the current prompts you can enter, see the following section in this article: AI Assistant prompts list. -
Hit the Send icon
If you’re generating an assessment for a portfolio, multiple badges will be listed showing the condition of each project in the program. For more information on the badge labels, see the following section in this article: Project and program conditions list.
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(Optional) Click one of the assessment points to expand its details.
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(Optional) In the expanded details mode, click the task link to open the task details.
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After reviewing the project health details, click the Close icon
Generate a Project Health assessment for multiple projects
You can generate a combined Project Health assessment for all the projects you currently have View access (or higher) for.
A project will only be included in the combined Project Health assessment if the project has started. You can configure which event triggers a project to begin in project settings. For more information, see the following section in this article: Manage project health configurations.
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Click the AI Assistant icon
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Type the following in the Ask me about Workfront field: What’s the health of my projects?
For a full list of the current prompts you can enter, see the following section in this article: AI Assistant prompts list.
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Hit the Send icon
When generating an assessment for multiple projects, AI Assistant groups the results based on how the projects are currently performing.
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(Optional) Click one of the project health condition badges to expand the project list, and then select a link for a specific project to go to that project’s details page.
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After reviewing the projects’ health details, click the Close icon