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Planview Customer Success Center

Insights widget

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NOTE

This widget is available in Planview Labs only.

           

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 Copilot.

           

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.

           

           

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Example of the Insights widget

           

Caching details

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. Users can also hover over info button in the footer to see additional details about the cache status and the date and time for the next refresh (localized to the user's time zone).

Enabling the Insights widget in Planview Admin

To make the Insights widget available to users, an administrator must enable the widget and accept the Planview Master Evaluation Agreement and Privacy Policy in Planview Admin.

           

NOTE

You must enable the Insights widget for each of the locations (Planview.Me, Planview Portfolios: My Overview, Portfolios: Work Portfolio, and Portfolios: Work) where you want to make the widget available.

           

  1. In Planview Admin, click Settings and then click the Services tab.
  2. Click the Settings button for the Planview.Me environment.
  3. On the Views for Planview.Me page, click Options.
  4. In the Options dialog, select the Enable Insights widget and accept the Planview Master Evaluation Agreement and Privacy Policy checkbox.
  5. Click Save.
  6. Click the corresponding tab and repeat steps 3 to 5 for each of the Planview Portfolios locations where you want to make the Insights widget available:
    • Portfolios: My Overview
    • Portfolios: Work Portfolio
    • Portfolios: Work

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. 

The insights currently available include:

  • Portfolios: Work summary
  • OKRs:
    • OKR quality check report
    • OKR progress report
    • OKR executive summary report

Users can manually refresh data by clicking the refresh button, which bypasses the cache and generates fresh insights immediately; fresh data with updated timestamps then replaces cached content.

           

Click to expand or shrink

How-to video

           

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:

  • OKRs related to the selected sources: From the list that appears, select Strategy or Work for Planview Portfolios or Board for AgilePlace.
  • OKRs the user has access to
Timeframe

The time period for which data is analyzed:

  • Current year
  • Current month
  • Custom: Select the start date (From) and end date (To) for the date range you want.