Project Health Scoring

Portfolio Manager calculates a weekly health score for each active project using a weighted combination of session completion and milestone progress. The score drives the traffic-light status indicator on the Dashboard.

Score Calculation

%%{init: {'theme': 'base'}}%%
flowchart TD
    subgraph Sessions["Session Score (max 60 pts)"]
        DS[Done sessions]
        PS[Planned + Doing + Done sessions]
        SS["(Done ÷ Planned) × 60"]
        DS --> SS
        PS --> SS
    end

    subgraph Milestones["Milestone Score (max 40 pts)"]
        DM[Done milestones]
        TM["Total milestones\n(excl. Cancelled)"]
        MS["(Done ÷ Total) × 40"]
        DM --> MS
        TM --> MS
    end

    SS --> TOTAL["Project Score\n(0–100)"]
    MS --> TOTAL

    TOTAL --> GREEN["Green\n80–100"]
    TOTAL --> YELLOW["Yellow\n60–79"]
    TOTAL --> RED["Red\n0–59"]

    style GREEN  fill:#4caf50,color:#fff
    style YELLOW fill:#ff9800,color:#fff
    style RED    fill:#f44336,color:#fff

Scoring model: session score (60 points max) plus milestone score (40 points max) produces a total score from 0 to 100.

Each project receives a score from 0 to 100 for the current week. The score is the sum of two components:

Session component (60 points maximum) : ``` (sessions with Done status ÷ sessions with Planned, Doing, or Done status) × 60

    If a project has no sessions planned for the week, this component scores 0.

Milestone component \(40 points maximum\)
:   ```
(milestones with Done status ÷ total milestones) × 40

If a project has no milestones defined, this component scores 0.

Traffic-Light Status

Portfolio Manager converts each score to a color status for the Dashboard:

Score Range	Status	Meaning
80–100	Green	Project is progressing well this week.
60–79	Yellow	Project is moving, but attention is needed.
0–59	Red	Project has stalled or is significantly behind this week.

Score Examples

Example 1 — Green project: A novel draft project has four planned sessions and three completed (session component: 45), plus six milestones of which three are done (milestone component: 20). Total score: 65. Status: Yellow.

Example 2 — Red project: A recording project has two planned sessions and zero completed (session component: 0), plus three milestones with zero done (milestone component: 0). Total score: 0. Status: Red.

Example 3 — Sessions only: A professional-development project has no milestones defined. It has three planned sessions and three completed (session component: 60). Milestone component: 0. Total score: 60. Status: Yellow.

Tip: To reach Green status reliably, complete most of your planned sessions and advance at least some milestones each week.

Manual Score Override

You can override a project's calculated score for any week. An override requires a reason, which is stored alongside the score for future reference. Use overrides sparingly—for situations where the algorithm does not reflect the actual project state, such as a week of unrecorded off-tool work.

Portfolio Score

The Dashboard summary row displays an aggregate portfolio score, which is the average of all active projects' individual scores. The portfolio status badge reflects this average.