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Planview Customer Success Center

Role-Based Use Cases for Planview.Me

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Role-Based Use Cases for Planview.Me

Planview.Me delivers personalized views that help every role focus on what matters most. These use cases show how different roles can leverage Planview.Me to access insights, take action, and drive results. Explore the examples below to see how each role benefits from tailored dashboards and actionable data.

           

Business Leader

Business leaders need visibility into financial performance and strategic objectives to make informed decisions. Because their responsibilities span multiple areas across the platform, this example uses a standalone Planview.Me view (learn more about standalone vs. embedded views here). This view demonstrates how quick access to key metrics and insights can help unblock teams and keep delivery on track.

This silent video scrolls through the example dashboard. Use the expand icon to get a closer look at the widgets, then explore the sections below to build your own.

Insights and actions in this example:

Key actions and financial performance

  • Unblock teams
  • Manage to key financial metrics and performance

OKRs and roadmap impacts

  • Review AI Insights and recommended actions across key objectives
  • Understand strategic roadmap impacts, delays and dependencies aligning to objectives

Portfolio status and delivery effectiveness

  • Status and steer key initiatives
  • Identify delivery risks via AI sentiment
  • Monitor team efficiencies and effectiveness

Widgets in this example:

  • Lifecycle Approvals widget (Lifecycle Steps Ready for Approval) - The Lifecycle Approvals widget displays all work, strategy, and outcome lifecycle items that require your approval. Managers and executives can use this widget to quickly and easily manage their lifecycle approvals with fewer clicks than by using the lifecycle screens in Planview Portfolios. 
  • Data Visualization widget (Planned vs. Actuals budget and Software Labor Capitalization) - Geared toward project managers, program managers, portfolio managers, and executives who are interested in seeing easy-to-interpret portfolio-related data, the Data Visualization widget displays a high-level summary of Planview Portfolios or PPM Pro data in a visual format, such as a chart or graph. 
  • Insights from Planview Anvi widget - Displays a brief summary of work or strategy data from Planview Portfolios, objectives and key results (OKRs), or Planview Viz, as well as guidance and recommended actions based on predefined insights that are generated by Planview Anvi™.
  • Roadmaps widget - Displays a single roadmap at a time, according to its default settings in Planview Roadmaps.
  • OKR Progress widget - The OKR Progress widget displays an interactive line graph of the progress of objectives and key results over a fixed timeframe.
  • Work Status widget - The Work status widget displays status information of work portfolio items in a grid.
  • Board Sentiment widget - The Board Sentiment widget displays sentiment data from either ProjectPlace boards or AgilePlace boards. The sentiment data is updated when the widget is first configured in a Planview.Me view and each time a user accesses the view.

           

           

Portfolio Manager

Portfolio managers need visibility into objectives, approvals, and delivery timelines to keep work aligned and on track. Because their responsibilities span multiple areas across the platform, this example uses a standalone Planview.Me view (learn more about standalone vs. embedded views here). This view demonstrates how quick access to portfolio priorities and key milestones can help mitigate risks and improve communication.

This silent video scrolls through the example dashboard. Use the expand icon to get a closer look at the widgets, then explore the sections below to build your own.

Insights and actions in this example:

Portfolio objectives and approvals

  • Prioritize and track work as it aligns to organizational objectives
  • Unblock teams and quickly action key approvals

Work management

  • Manage scope and costs
  • Quickly assess and access key work items to mitigate risks

Delivery and roadmap

  • Mitigate dependencies and schedule
  • Communicate and socialize milestone timelines

Widgets in this example:

  • OKR Progress widget - The OKR Progress widget displays an interactive line graph of the progress of objectives and key results over a fixed timeframe.
  • Recent Items widget  (Recent Planning Portfolios)- The Recent items widget displays links to items that you viewed most recently from the following Planview products:
    • AgilePlace
    • Portfolios
    • PPM Pro
    • ProjectPlace
  • Lifecycle Approvals widget (Lifecycle Steps Ready for Approval)- The Lifecycle Approvals widget displays all work, strategy, and outcome lifecycle items that require your approval. Managers and executives can use this widget to quickly and easily manage their lifecycle approvals with fewer clicks than by using the lifecycle screens in Planview Portfolios. 
  • Roadmaps widget - Displays a single roadmap at a time, according to its default settings in Planview Roadmaps.
  • Link Tile widget (Recent Work Items and Recent Strategic Items)- For project managers, program managers, portfolio managers, and executives who want easy access to another screen or report, the Link Tile widget functions as a clickable button that opens the linked URL.

           

           

Product Manager

Product managers need visibility into product performance and roadmap impacts to ensure delivery aligns with strategic objectives. Because they often work directly within Portfolios in their day‑to‑day activities, this example uses a standalone Planview.Me view (learn more about standalone vs. embedded views here). This view demonstrates how quick access to key metrics and AI‑driven insights can help identify risks and keep product plans on track.

This silent video scrolls through the example dashboard. Use the expand icon to get a closer look at the widgets, then explore the sections below to build your own.

Insights and actions in this example:

Integrated Solution

  • Jump straight to the tools that matter most, with quick links to key Planview and external resources
  • Manage to key product metrics and performance

OKRs, Roadmaps, and Insights

  • Review AI Insights and recommended actions across key objectives
  • Understand product roadmap impacts, delays and dependencies aligning to objectives

Portfolios, Flow, and Product Teams

  • Understand delivery progress and identify delivery risks via AI sentiment
  • Monitor team efficiencies and effectiveness

Widgets in this example:

  • Link Tile widget (Organizational Change Management, Planview Customer Success Center, Defects, Planview Hub, Planview IdeaPlace, Planview Capability Framework Library, Work and Resource Dependencies) - For project managers, program managers, portfolio managers, and executives who want easy access to another screen or report, the Link Tile widget functions as a clickable button that opens the linked URL.
  • Data Visualization widget (Plan vs. Actual, Revenue by Product Family, Quarterly Work Pgrogress) - Geared toward project managers, program managers, portfolio managers, and executives who are interested in seeing easy-to-interpret portfolio-related data, the Data Visualization widget displays a high-level summary of Planview Portfolios or PPM Pro data in a visual format, such as a chart or graph. 
  • Insights from Planview Anvi widget - Displays a brief summary of work or strategy data from Planview Portfolios, objectives and key results (OKRs), or Planview Viz, as well as guidance and recommended actions based on predefined insights that are generated by Planview Anvi™.
  • Board Sentiment widget (Agile Team(s) Sentiment)- The Board Sentiment widget displays sentiment data from either ProjectPlace boards or AgilePlace boards. The sentiment data is updated when the widget is first configured in a Planview.Me view and each time a user accesses the view.
  • OKR Progress widget - The OKR Progress widget displays an interactive line graph of the progress of objectives and key results over a fixed timeframe.
  • Roadmaps widget - Displays a single roadmap at a time, according to its default settings in Planview Roadmaps.
  • Recent Items widget  (Recent Planning Portfolios)- The Recent items widget displays links to items that you viewed most recently from the following Planview products:
    • AgilePlace
    • Portfolios
    • PPM Pro
    • ProjectPlace
  • Viz Flow Metrics widget (Flow Metrics Team Alpha 2025 Q4 - 2026 Q1) - The Flow Metrics widget displays the Flow Metrics for a specified product in Viz over the last two full quarters. You can view Flow Distribution®, Flow Time, Flow Velocity®, Flow Load® and Flow Efficiency® for the product in Planview.Me . If you want to view more details, there is a link to view the product in Viz. 
  • Work Status widget - The Work status widget displays status information of work portfolio items in a grid.

           

           

Project Manager

Project managers need quick access to key actions and project information to keep work moving and stakeholders informed. Because they often work directly within Portfolios in their day‑to‑day activities, this example uses a standalone Planview.Me view (learn more about standalone vs. embedded views here). This view demonstrates how real‑time updates and AI‑generated insights can help manage scope, monitor progress, and streamline reporting.

This silent video scrolls through the example dashboard. Use the expand icon to get a closer look at the widgets, then explore the sections below to build your own.

Insights and actions in this example:

Key actions and information

  • Easy access to most recent/frequently visited items
  • Update status reports and adjust project plans in real time

Work management

  • Manage scope, costs and other key project metrics
  • Understand progress of work and project team sentiment
  • Automate status reporting with AI generated insight summaries

Widgets in this example:

  • Announcements tile widget (Announcements and Key Links) - The Announcements tile displays announcements or other informative messages, which can include links to organizational resources such as internal sites and reports.
  • Link Tile widget (Work Portfolio Dashboard, Planview Success Center - Projects/Work, Work Portfolio, Customer Specific Knowledge Base) - For project managers, program managers, portfolio managers, and executives who want easy access to another screen or report, the Link Tile widget functions as a clickable button that opens the linked URL.
  • Recent Items widget - The Recent items widget displays links to items that you viewed most recently from the following Planview products:
    • AgilePlace
    • Portfolios
    • PPM Pro
    • ProjectPlace
  • Work Status widget (Status Report Submission, Plan Updates, and Timesheet Submission) - The Work status widget displays status information of work portfolio items in a grid.
  • Portfolio Tasks widget (Task Scheduling) - The Portfolio Tasks widgets displays key attributes in the work breakdown structure (WBS) for a work portfolio or a project in Planview Portfolios. In addition, users can update schedule and status attributes in the widget without opening Planview Portfolios. The widget includes columns such as Line #, Name, Project, Work Status, Duration, Schedule Start, Actual Start, Schedule Finish, Actual Finish, Predecessors, and Successors. You can also configure the widget to include up to 15 of any combination of work item attributes (not including the Line #, Name, and Project columns).
  • My Timesheets widget - The My Timesheets widget displays the status of your timesheets. 
  • Insights from Planview Anvi widget (Project Insights) - Displays a brief summary of work or strategy data from Planview Portfolios, objectives and key results (OKRs), or Planview Viz, as well as guidance and recommended actions based on predefined insights that are generated by Planview Anvi™.

           

           

Resource Manager

Resource managers need visibility into team capacity and staffing priorities to keep projects moving. Because they often work directly within Portfolios in their day‑to‑day activities, this example uses a standalone Planview.Me view (learn more about standalone vs. embedded views here). It demonstrates how quick access to resource requests and workload data can help balance demand and support informed allocation decisions.

This silent video scrolls through the example dashboard. Use the expand icon to get a closer look at the widgets, then explore the sections below to build your own.

Insights and actions in this example:

Key actions and information

  • Easy access to most recent/frequently visited items
  • View and action unfilled project demand and timesheet approvals

Resource management

  • Monitor team workload and capacity
  • Review work priority and status as context for resource requests

Widgets in this example:

  • Announcements tile widget (Announcements and Key Links) - The Announcements tile displays announcements or other informative messages, which can include links to organizational resources such as internal sites and reports.
  • Link Tile widget (Resource Management Dashboard, Planview Success Center - Resources, Resource Portfolio, Customer Specific Knowledge Base) - For project managers, program managers, portfolio managers, and executives who want easy access to another screen or report, the Link Tile widget functions as a clickable button that opens the linked URL.
  • Recent Items widget - The Recent items widget displays links to items that you viewed most recently from the following Planview products:
    • AgilePlace
    • Portfolios
    • PPM Pro
    • ProjectPlace
  • Resource status widget (Weekly Staffing and Approvals) - The Resource status widget displays status information of resources in a grid. 
  • Assignment Approvals widget (Resource Assignments Ready for Approval) - Displays the resource assignment requests (allocations and reserves) for your approval from the work entities that you have edit (read/write) access to. 
  • Timesheet Approvals widget (Timesheets Ready for Approval) - Resource managers can use the Timesheet Approvals widget to quickly view the timesheets that await their approval and then approve or disapprove those timesheets.
  • Work Status widget (Work Priority and Status) - The Work status widget displays status information of work portfolio items in a grid.
  • Insights from Planview Anvi widget (Resource Timesheet Insights) - Displays a brief summary of work or strategy data from Planview Portfolios, objectives and key results (OKRs), or Planview Viz, as well as guidance and recommended actions based on predefined insights that are generated by Planview Anvi™.

           

           

Team Member

Team members need quick access to assigned tasks and deliverables to stay productive and meet deadlines. This example shows how easy access to frequently visited items and timesheet submission could help streamline work and keep progress on track.

This silent video scrolls through the example dashboard. Use the expand icon to get a closer look at the widgets, then explore the sections below to build your own.

Insights and actions in this example:

Key actions and information

  • Easy access to most recent/frequently visited items
  • View and update assigned tasks and deliverables
  • Submit timesheet

Widgets in this example:

  • Announcements tile widget (Announcements and Key Links) - The Announcements tile displays announcements or other informative messages, which can include links to organizational resources such as internal sites and reports.
  • Link Tile widget (Populate My Timesheet, Planview Success Center - Time Reporting, AgilePlace, ProjectPlace) - For project managers, program managers, portfolio managers, and executives who want easy access to another screen or report, the Link Tile widget functions as a clickable button that opens the linked URL.
  • Recent Items widget - The Recent items widget displays links to items that you viewed most recently from the following Planview products:
    • AgilePlace
    • Portfolios
    • PPM Pro
    • ProjectPlace
  • Resource status widget (Weekly Assignment Review and Timesheet Submission) - The Resource status widget displays status information of resources in a grid. 
  • Assignment Approvals widget (Resource Assignments Ready for Approval) - Displays the resource assignment requests (allocations and reserves) for your approval from the work entities that you have edit (read/write) access to.