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Planview Customer Success Center

Dashboards Cookbook

The purpose of this topic is to provide an example set of dashboards and steps to configure them (recipes) within the dashboards, so that you can get a feel for the possible and also backwards engineer various dashboards. If you have any questions about any of the following or other dashboard needs not addressed here, are looking for a specific recipe that has not yet been included, or have a recipe you would like to share, please contact

Dashboard Recipes

# Sample Visualization Dashboard

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Application Portfolio Management Dashboard - Overview of applications by life cycle, operating system, data base management system, maintenance renewal costs by month, budget cost and project, total cost of ownership, and application roadmap
2 Demand Management Dashboard.png Demand Management Dashboard - Summary of requested project and other work, including requests by gate, risk versus value, portfolios impacted, portfolio cost analysis, and request detail
3 Executive Overview Dashboard.png Executive Overview Dashboard - Summary demonstrating requested work flowing through the organization, project and financial alignment to strategic objectives, project health status, portfolio financial status, and portfolio work details and progress

Port 1 of 2.png

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Portfolio Overview Dashboard - Summary of key portfolio, program, and project data, including portfolio strategic alignment, project health, labor vs. non-labor cost and hours, benefits realized, project log breakdown, and portfolio roadmap
5 Project Status Dashboard.png Project Status Dashboard - Provides a consolidated view of a project's important details, overall status and health, key milestones, issues and risks, costs, and the project plan

res mgmt 1.png

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Resource Management Dashboard - Summary of resource and role visualizations, including employee type breakdown, capacity versus allocations versus actuals, costs by role, demand by project type, and project allocated hours