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.
The following list shows tasks you can perform with the widget:
View Planview Anvi reports
Click 
near the top right corner of the widget to select one of the reports listed in the following table.
| Product | Report Name | Report Description |
|---|---|---|
| OKRs | OKR quality check report |
Provides a comprehensive health assessment of objective quality (inspirational language, customer focus, strategic alignment) and key result effectiveness (quantitative metrics, time-bound targets, outcome focus). Planview Anvi identifies structural issues such as missing dates, non-incremental targets, lack of linked work items, outdated key results, and excessive numbers of key results and then recommends improvements and adjustments. |
| OKRs | OKR progress report | Provides an overview of progress toward business goals by evaluating OKRs for advancement and risk factors. Planview Anvi analyzes objective progress, key result completion, and user activity to assess goal achievement. The report examines overall objective progress based on key result completion rates, incorporating progress update comments and flagging objectives behind target with specific reasons and corrective actions. It also identifies risks to objective success by highlighting blocked or delayed work, summarizes child objective status grouped by scope and identifies common themes around ownership and goal types, and recommends ways to mitigate risks, reallocate attention, and increase update frequency. |
| OKRs | OKR executive summary report | Delivers a concise strategic overview of OKRs tailored for executive audiences. Planview Anvi analyzes objectives and linked key results to understand their strategic intent and assess completeness and framing quality. The report provides an executive summary explaining what the objective and key results fundamentally aim to achieve along with a confidence assessment on achieving desired outcomes, focusing on key themes and executive-level insights that support strategic decision-making and resource allocation discussions. |
| OKRs | OKR dependency risk report | Shows dependencies and blockers that pose a risk to the completion of an objective by analyzing the connected work that supports key results. Planview Anvi shows timeline risks (such as misalignment and slippage) and delivery risks (such as blocked work, dependency chains, or unsupported key results), provides a risk narrative and rating (Red/High, Medium/Amber, Low/Green), and provides risk mitigation recommendations, including addressing timeline gaps, aligning delivery dates, escalating blocked work for resolution, and adding connected work for unsupported key results. |
| Planview Portfolios | Summarize work status | Provides a snapshot-in-time project health assessment by analyzing key performance indicators across multiple dimensions including execution progress, schedule adherence, financial health, and potential risk factors. Planview Anvi highlights critical signals that could stall progress while providing actionable metrics to help stakeholders quickly understand the current status, identify emerging issues, and make informed decisions. |
| ProjectPlace | Summarize board status | Provides a real-time board health assessment by categorizing active work items based on their risk level, momentum, and recent activity patterns. Planview Anvi highlights where work may need intervention, which items are advancing, and what recent actions have occurred to help teams prioritize efforts, address emerging issues proactively, and maintain workflow continuity. |
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.