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Planview Customer Success Center

Delivery Forecast

Overview

The Delivery Forecast widget provides portfolio-level visibility into aging work items, helping you track and analyze delivery patterns across products in your portfolio.

Monitoring these items helps maintain a rapid flow of work and ensures timely feedback on aging work items.

Getting Started 

Select a Portfolio from the navigator or click the organization name to view delivery forecast across all products.

Note: Canceled work insights are only available for Executive and Admin user roles. 

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Navigate to the Executive Insights tab.

Note: This tab is only available for Executive and Admin user roles.

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The Delivery Forecast widget provides detailed tracking of open artifacts with the following key details:

  • Name
  • Age
  • State
  • Days in state
  • Flow item type
  • Tool type
  • Product

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Before insights will appear, widget settings must be configured.

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In the widget settings, select the tool types you'd like to include.

Note: The dropdown will include all modeled tool types across the organization. Even if those types aren't modeled in the selected portfolio.

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Define the aging categories you'd like to include on the widget. 

Note: Default values will be populated for the aging categories.

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Once configured, the widget will display insights with these default behaviors:

  • 'All artifacts' aging category is automatically selected
  • Artifacts are sorted by Age in descending order

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To analyze a specific set of aging artifacts, select an aging category from the dropdown.

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Hover over the info icon to learn more about the widget.

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