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Project health probe

Cadence: Ad hoc · Who: Managers and Owners

Situation

Something about a specific project is nagging you. A team member mentioned it. The pace forecast flagged it. A client asked a question. You want everything in one read — hours, team, recent entries, deadline, anything unresolved — without clicking through five views.

Example phrasings

  • "how's the Acme rebuild looking"
  • "status of project X"
  • "deep dive on the Bluebird retainer"

What VERA returns

Project header

Name, Client, Type, Status, PM, Deadline (if set).

Budget vs actuals

| Hours used | Hours budget | % used | Revenue | Cost | Margin |

Revenue/cost/margin role-gated — Owners see the numbers, Managers see percentages.

Team and allocation

Per allocated person: Name, Allocated hours, Logged hours, Remaining. Flags anyone who's burned through their envelope.

Recent activity

The last 10 time entries: Date, Person, Hours, Notes.

Flags

  • Any pace warnings from the rolling 3-week burn trend
  • Any unresolved items affecting this project
  • Vendor liabilities on the project, with agreed amount and status

For retainers and agile engagements, the probe targets the active period by default. Ask for a parent view explicitly ("show me the whole Acme retainer history") to see all periods.

Who can run it

  • Owners — any project, full view
  • Managers — their assigned projects, percentages only on financials

VERA by talktalkmake