Insights widget
Description
Displays a brief summary of work or strategy data from Planview Portfolios or objectives and key results (OKRs) as well as guidance and recommended actions based on predefined insights that are generated by Planview Anvi™.
TIP
You can click the name of a Planview Portfolios work item or strategy or an OKR to open the Planview Portfolios entity or OKR.
Example of the Insights widget
How-to video
About data caching in the widget
The Insights widget prioritizes cached data so you can have immediate access to insights, ensuring fast response times without waiting for AI processing. Cached data is automatically refreshed 24 hours after the most recent refresh.
The widget footer includes a timestamp (labeled As of) that indicates when the data was last generated. To view more information about the cache status and the date and time for the next refresh (localized to the current user's time zone), point to the information icon 
in the widget footer.
Available functionality
To get started using the widget, you select options from the drop-down lists at the top of the widget. The options that are available depend on whether the widget was configured to provide insights on Planview Portfolios work or OKRs.
View Planview Anvi reports
Click 
near the top right corner of the widget to select one of the following reports:
- For Planview Portfolios:
- Summarize work status
- For OKRs:
- OKR quality check report
- OKR progress report
- OKR executive summary report
- OKR dependency risk report: Shows dependencies and blockers that pose a risk to the completion of an objective. Planview Anvi identifies risks by analyzing the connected work that supports key results. The report shows timeline risks (such as misalignment and slippage) and delivery risks (such as blocked work, dependency chains, or unsupported key results). The report also provides a risk narrative and rating (Red/High, Medium/Amber, Low/Green) and actionable risk mitigation recommendations, including addressing timeline gaps, aligning delivery dates, escalating blocked work for resolution, and adding connected work for unsupported key results.
Copy the answer to the clipboard
In the bottom left corner of the widget, click 
.
Manually refresh data
In the bottom left corner of the widget, click 
, which bypasses the cache and generates fresh insights immediately; fresh data with updated timestamps then replaces cached content.
Show the reasoning behind the answer
In the bottom left corner of the widget, click 
, which describes the reasoning behind the Planview Anvi summary, including the data accessed how the conclusions were reached.
Rate the answer
- In the bottom right corner of the widget, click
to give positive feedback on the answer or click 
to give negative feedback on the answer. - (Optional) To help further refine the answer, click Tell us more, enter additional feedback on the screen that appears, and click Send.
Enabling the Insights widget in Planview Admin
To make the Insights widget available to users, an administrator must enable the widget and accept the Privacy Policy in Planview Admin. For more information, see Setting up Planview.Me (administrators).
Configuration settings
| Option | Description |
|---|---|
| Title | Read-only. The title of the widget. |
| Description | The description to appear when a user clicks the information icon for the widget. |
| Source |
The product (Portfolios or OKRs) that the analyzed data comes from. |
| OKRs to show |
The OKRs data to be included:
|
| Timeframe |
The time period for which data is analyzed:
|