Managing Project Health Items

Creating and editing an item

1. Open the Project Health page.
2. Open the Input menu.
3. Select a Work Order from the dropdown.
4. To create an item, click + New Item.
5. To edit an item, click the Project Health item you want to update.
6. Complete or update the form as needed.
7. Click Save Draft to save it.

Form fields

Field	Description	Requirement
Year	The year of the Plan Cost and Actual Cost recording period.	Required.
Month	The month of the Plan Cost and Actual Cost recording period.	Required.
Item Code	A unique reference code used to retrieve or match data from Accurate.	Required.
Item	The item or cost component name recorded in Project Health.	Required.
Plan Cost	The planned budget for the Project Health item in the selected period.	Optional.
Actual Cost	The actual cost incurred for the Project Health item in the selected period.	Optional.

Deleting an item

1. Open the Input menu on the Project Health page.
2. Select a Work Order from the dropdown if necessary.
3. Select the row for the Project Health item you want to delete.
4. Open Group Action.
5. Select Delete Selected, then click Go.
6. Confirm the deletion if prompted.

caution

Make sure you have selected the correct Project Health item before confirming its deletion.

Locking items

1. Open the Input menu on the Project Health page.
2. Select a Work Order from the dropdown.
3. Click the action icon in the upper-right corner.
4. Click Final Submit.
5. Click OK to lock the Project Health items.

caution

Make sure all data is correct before using Final Submit because locked items cannot be changed.