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Planview Customer Success Center

Delivery Forecast widget

Description

The Delivery Forecast widget displays aging work items across products in your portfolio to maintain rapid work flow and ensure timely delivery.

           

Screenshot 2026-04-29 at 9.46.58 AM.png

Delivery Forecast widget

           

Available functionality

The widget displays open work items with these details:

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

Note: Work items are sorted by Age in descending order

Using the Widget

To filter by aging category

Select an aging category from the aging filter in the top right corner of the widget.

Note: By default, the 'All work items' aging category is selected.

 

To configure work item types

Select the work item types to include in the widget settings.

 

To configure aging categories

Define the aging categories in the widget settings.

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

 

Predicted Finish Date

Predicted Finish Date provides data-driven completion forecasts based on your team's delivery patterns and historical data. Three scenarios are generated: optimistic, realistic, and pessimistic.

Note: Predicted Finish Dates are updated daily. 

Configuration settings

Option Description
Title Widget name
Description Description that appears when users click the help icon
Populate with data from

Represents the portfolio in Viz

Note: The top-level item represents the organization-level view

Work item types

Work item types to include

Oldest category

Name, background color, and age threshold for the oldest category
Middle category

Name and background color

Age updates dynamically based on oldest and youngest categories

Youngest category Name, background color, and age threshold for the youngest category