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.
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|---|---|
| Adobe Workfront package |
Select or higher Workflow Select or higher |
| Adobe Workfront license | Standard |
| Access level configurations |
You must be a System administrator to manage Project Health configurations Edit access to projects to apply Project Health configurations View access to projects to view Project Health configurations View access to Programs to use view Project Health for all the projects in a program |
| Object permissions |
Manage permissions to projects to apply Project Health configurations View permissions to projects 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
Your organization must have AI Assistant enabled to be able to use Project Health.
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 the Adobe Identity Management System (IMS).
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Your organization must have a Workfront or Workflow Select, Prime, or Ultimate package.
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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 the 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 of the System Preferences area in Setup.
For more information, see AI Assistant overview and Configure system preferences.
How Project Health is calculated
AI Assistant gives you a quick assessment of a project’s overall condition by assigning it one of the available Project Health states:
- On Target
- At Risk
- In Trouble
This state is calculated using project components, such as project progress, underestimated work, and more. For a full list of the components that are used to measure Project Health, see the Project and program states list section.
Each project component is assigned a numerical risk score that goes from (0-100), which is then averaged to create the overall Project Health state:
- On Target (75 or higher): Project performance is within expected thresholds.
- At Risk (50-74): Emerging issues are detected that may impact project performance.
- In Trouble (49 or less): Project performance is below acceptable thresholds and requires immediate attention.
- AI Assistant currently evaluates only the selected project’s data.
- Cross-project or historical analysis is not yet included in the Project Health calculation.
Examples of calculating Project Health for a project
In the first example, 4 project components are evaluated and their individual risk scores are calculated as the following:
- 2 On Target (90 risk score)
- 1 At Risk (45 risk score)
- 1 In Trouble (20 risk score)
When you average out these scores, the result is 61. Using the Project Health criteria listed above, this puts this project in the At Risk state.
In the next example, a schedule change of 1 day has occurred early in the project’s timeline. In this scenario, AI Assistant evaluates both the timing and impact of the change relative to the project’s overall duration:
- A 1-day schedule shift early in a 60-day project timeline is minor and typically scored as On Target.
- A 1-day schedule shift near a project’s completion date is more disruptive and may be scored At Risk or In Trouble.
Since the change was minor and occurred early in the project timeline, this puts the project in the On Target state.
If multiple schedule changes occur within a project’s timeline, these changes are scored and then averaged before they’re applied toward the Project Health calculation.
Understanding the difference between project conditions and Project Health
Project conditions and Project Health are similar concepts in Workfront and have the same default names to describe the project condition or state (On Target, At Risk, and In Trouble), but they serve different purposes.
Project conditions give a basic snapshot on how a project is currently performing based only on the planned, projected, and estimated dates. It can be set manually by the project owner or automatically by Workfront based on the project’s tasks. Alternatively, Project Health is more comprehensive and assesses additional factors, giving you a higher-level understanding of how it’s performing.
For more on Project conditions, see the following articles:
Project and program Project Health states list
The table below contains a breakdown of the available states AI Assistant will assign your project or program when generating a Project Health assessment.
AI Assistant prompts list
Below is a list of prompts you can use to ask the AI Assistant to generate a Project Health assessment for a project, program, or all projects you have access to view.
Manage Project Health configurations
You must be a System Administrator to manage Project Health configurations.
A project health configuration contains specific criteria that determines how your project health is calculated. After the Workfront administrator create a configuration, you can then apply it to a project.
You can have multiple Project Health configurations in your system.
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Click the Main Menu icon
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Click Project Preferences in the left panel, then select Project Health.
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In the upper-right corner of the page, click New Configuration.
The AI Settings page opens.
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(Optional) Click inside the Untitled Configuration title to rename the configuration.
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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 do you want to check for required fields? section, select one or more fields that must contain a value for the project.
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Click Add to more native or custom project or task fields.
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Click Save in the upper-right corner.
Apply Project Health configurations
After the Workfront administrator has created a Project Health configuration, you can apply it to a project, if you have Manage permissions 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, click 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 page.
Generate a Project Health assessment for a project or program
You can generate a Project Health assessment from the AI Assistant in the following areas:
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For a project, you can generate the assessment either from the project page, or by referencing the project name when you ask the assistant how a specific project is performing.
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For a program, you can generate the assessment the program’s Details page.
- You need View permissions to the project or the program to generate an assessment.
- A Project Health assessment can’t be generated for a project until the project has started. You can configure which event triggers a project to begin in Project Preferences
For more information, see the Manage project health configurations section in this article.
To generate a Project Health assessment for a project or program:
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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?
Or
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 section AI Assistant prompts list in this article. -
Click the Send icon
If you’re generating an assessment for a program, multiple badges will be listed showing the condition of each project in the program. For more information on the badge labels, see the section Project and program states list in this article.
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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 project link to open the project’s 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 for which you currently have View permissions or higher.
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 section Manage project health configurations in this article.
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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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Click 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