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Planview Viz
Getting Started
Provisioning
System Requirements
Creating an Account
Installing the Agent
Connecting to Tools
Modeling a Product Value Stream
Product Modeling
Artifact Modeling
Flow Modeler
Flow Item Analyzer
Flow Metrics
Business Results
Timeline Events
Bottleneck Finder
Insights
Optimizing your Product Value Stream
Flow Optimizer
Stability of Time to Complete
Visibility of Work
Portfolio Insights
FAQs
General
How does Viz collect data from my tools?
How does Viz connect to tools?
How does Viz handle fast-moving artifacts?
How does Viz use Little's Law?
How do I access enhanced Favorites?
How do I access Viz training?
How do I set a personalized Home Page?
How do I set up SSO for Viz?
How do I use the Flow Item Analyzer?
Planview Viz Security FAQ
What are Flow Metrics?
What are the differences between Flow Metrics 1.0 and 1.1?
What are the implications of change detection not running for a period of time?
What data is processed in Viz's cloud?
What do I need to know about descoped artifacts in Viz?
What is the Reprocessing Indicator?
What should I know about the Navigator?
What should I know about the new navigation experience?
When does Viz record changes to an artifact’s state?
When does Viz record Flow Time for new artifacts that are already in progress?
Which URLs should be allowed to access Viz?
User Management
How do I create a new Viz user?
How do I set up SSO for my IdP system?
What are some best practices for creating a strong Viz password?
What should we do in cases of a breached account?
Troubleshooting
How can I resolve a 'Request Header or Cookie Too Large' error?
How can I troubleshoot admin notifications?
The Agent
Can I run multiple agents concurrently?
How do I prepare my network for the Viz agent?
How do I recover an on-prem agent?
What should I know about the Viz Agent?
Flow Modeling
Are there scenarios where my metrics might be disrupted?
How are Viz metrics impacted if metadata on an artifact changes in my external tool?
What are Flow States?
What fields are supported for conditional modeling?
What is a Debt?
What is a Flow Item?
What is a Risk?
Why is Viz surfacing my single or multi-select as a text field when setting a condition?
Planview Viz Product Releases
Agent Release Notes
February 2024 Release
April 2024 Release
June 2024 Release
July 2024 Release
August 2024 Release
September 2024 Release
Connector Documentation
Aha!
Apptio Targetprocess
Aras Innovator
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codebeamer
Digital.ai Agility
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Microsoft Azure DevOps Server
Microsoft SharePoint
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Salesforce
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Sparx Systems Pro Cloud Server
Trello
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Supported Repository Versions
Repository Versions: End-of-Life Dates
Flow Methodology
Getting Started with Flow Methodology
Understanding Value Stream Management
Roles
Agile Coach
Engineering Manager
Executive
Product Manager
Scrum Master
Transformation Lead
Flow Maturity
Integrated Flow
Integrated Flow Detailed Steps
Visible Flow
Visible Flow Detailed Steps
Predictable Flow
Predictable Flow Detailed Steps
Flow Optimizations
All Artifacts Modeled
Model Not Set
Flow Item Types Modeled
Model Debts
Model Defects
Model Features
Model Risks
Flow States Modeled
Model Active States
Model Done States
Model Waiting States
Work in Progress
Prioritize Aging WIP
Reduce Neglected WIP
Practices
Ad-Hoc
Balance Flow Distribution
Interpret Flow Metrics and Insights
Utilize Flow Metrics for Productive Meetings
Daily
Detect Bottlenecks
Perform Aging Work Analysis
Monthly
Preparation for Quarterly Planning
Single Occurrence
Optimizing Flow in your First Year
Perform Data Validation
Weekly
Templates
Monthly / Quarterly / Program Increment Flow Checklists
Sprint Checklists
Customer Journeys
Big Bank's VSM Journey
Planview Flow Methodology Product Releases
Additional Resources
Flow Methodology and SAFe 6.0
Organizational Change Management Fundamentals
Video Library
Using Planview Copilot in Viz
Flow Optimizations
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