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Planview Customer Success Center

Intake Pipeline

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This report show a list of requests with key status information. For example, list the requests along with their requester, gate status, desired completion date, metrics, scores, and other key information:

work intake pipeline.png

Design View Selection Comments
General

Topic: Request

Type: List: Basic

Title: <enter a meaningful title>

 

 
Data

List Fields: Whichever of the following and others would be of value, such as

  • Title
  • Gate Status
  • Requester
  • Requested Completion Date
  • Evaluation criteria such as whether the request is Mandatory and selections indicating Payback Period, Strategic Alignment, Complexity, Technical Risk
  • Request Score (whether calculated field or from scoring model)

 
Display and Preview List Columns

Configure desired options within the Display tab, such as Drilldown to the request entity.

Within the Preview pane, select each column's options menu to set specific display options such as:

  • To change a column's title, select "Change Display Name" or double-click on the column to open the title editor
  • For lookup list fields that have colors or icons configured, optionally set "Display Data As" such as "Color Only" for evaluation criteria
  • For date fields, optionally set "Display Data As" to a desired format such as "dd MMM yyyy" for Target Date
Screen Shot 2020-07-27 at 10.56.49 AM.png
Variable Settings

Scope: Organization

Filters: optionally include request filters

 

Selecting the Organization Scope will cause this report to be available on the Organization Report grid so it can be run from there. 

As needed, you can also include Filters.

If you want to allow the user to change to a different Filter before running the report or when viewing the report, select the relevant checkboxes for Allow changing.