OnRamp includes built-in indicators that help teams quickly understand the health of a project. Two important signals used across filters, reporting, and project views are Project Engagement and Project Health.

These metrics help teams identify projects that may require attention and ensure onboarding stays on track.

Project Engagement

Project Engagement reflects how actively participants are interacting with the project.

This includes activity from both internal users and customer users, such as:

• Completing tasks

• Leaving comments

• Uploading files

• Interacting with subtasks or forms

Engagement helps answer the question:

“Are people actively participating in the onboarding process?”

Projects with healthy engagement typically indicate that the onboarding process is progressing as expected.

Engagement is categorized into three levels:

High
Participants are actively engaging with tasks and the project is progressing normally.

Medium
Some activity is occurring, but engagement may be slowing or inconsistent.

Low
Very little interaction is occurring. This may indicate that the customer or internal team needs to re-engage with the project.

Low engagement can signal that follow-up may be needed to keep onboarding moving forward.

Project Health

Project Health reflects how well the project timeline is progressing relative to expected progress.

Health helps answer the question:

“Is this project progressing on schedule?”

Health indicators evaluate factors such as:

• Task completion relative to due dates

• Overall project progress

• Whether milestones are being met on time

Project Health is categorized into three statuses:

On Track
The project is progressing as expected and is aligned with the planned timeline.

At Risk
The project may begin falling behind if progress does not improve.

Off Track
The project is significantly behind schedule and likely requires intervention.

These indicators help teams quickly identify projects that may need attention.

Why These Metrics Matter

Engagement and Health together provide a quick snapshot of project status.

For example:

Using both metrics together helps teams better understand what is happening inside a project.

Using Engagement and Health in Filters

Both Project Engagement and Project Health can be used when creating project filters.

This allows teams to quickly identify projects that may require intervention.

Examples:

Find projects needing attention

Project Health = Off Track

Identify disengaged customers

Project Engagement = Low

Monitor projects that may slip

Project Health = At Risk

These filters help teams prioritize the projects that require the most attention.

Best Practices

✔ Review project health indicators regularly
✔ Use filters to monitor projects that are At Risk or Off Track
✔ Reach out early when engagement drops to Low
✔ Adjust timelines proactively if projects begin trending toward At Risk

Using these indicators proactively helps teams keep onboarding projects moving smoothly.