Skip to main content
Planview Customer Success Center

Project Highlight Report

The Project Highlight Report provides highlights of the past week and the upcoming week, as well as high level project information, risks, requests and issues. The Custom Action can be run by the PM or the manager of the project and will send them an email that can be forwarded as needed to other stakeholders. The PHR includes links to the roadmap and Gantt chart, work items started or completed in the past week, work items due and expected to start in the coming week.

Admin Steps:
  1. Install the Project Highlight Report
  2. Enable it
End User Steps:
  1. Access a project using a detailed view (e.g. Project Overview)
  2. Click Custom Actions
  3. Project Highlight Report