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Planview Customer Success Center

Planview prompt library

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  • WidgetFilterProduct|AgilePlace--**--WidgetFilterRole|Team Member​--**--WidgetFilterRole|Engineering Lead--**--WidgetFilterRole|Product Manager--**--https://success.planview.com/@api/deki/files/168161/=mindtouch.page%2523thumbnailCard Status Insight Prompt
    Analyze a single AgilePlace card, including card history, comment activity, key dates, and progress factors. Reports on assignees, blockers, and timeline.
  • WidgetFilterProduct|OKRs--**--WidgetFilterRole|Executive/Business Stakeholder​--**--https://success.planview.com/@api/deki/files/168283/=mindtouch.page%2523thumbnailExecutive OKR Quality Check Prompt
    Rate strategic alignment & OKR quality for an executive audience. Gauge confidence in achieving the stated outcome.
  • WidgetFilterProduct|OKRs--**--WidgetFilterRole|Project Manager​--**--WidgetFilterRole|Engineering Lead--**--WidgetFilterRole|Product Manager--**--https://success.planview.com/@api/deki/files/168227/=mindtouch.page%2523thumbnailOKR Dependency Risk Report Prompt
    Evaluate OKRs and their connected work for dependency risks.
  • WidgetFilterProduct|OKRs--**--WidgetFilterRole|Project Manager​--**--WidgetFilterRole|Engineering Lead--**--WidgetFilterRole|Product Manager--**--https://success.planview.com/@api/deki/files/168198/=mindtouch.page%2523thumbnailOKR Progress Report Prompt
    Evaluate OKRs for progress and risk. Generates actionable risk mitigation recommendations.
  • WidgetFilterProduct|OKRs--**--WidgetFilterRole|Program/Portfolio Manager​--**--WidgetFilterRole|Engineering Lead--**--WidgetFilterRole|Strategy Portfolio​ Manager--**--https://success.planview.com/@api/deki/files/168284/=mindtouch.page%2523thumbnailOKR Quality Check Prompt
    Advises OKR owners on framing and completeness of their OKRs. Suggests improvements to clarity, completeness, and strategic alignment.
  • WidgetFilterProduct|Portfolios--**--WidgetFilterRole|Project Manager​--**--https://success.planview.com/@api/deki/files/168104/=mindtouch.page%2523thumbnailProject Status Report Prompt
    Generates concise, metrics-driven executive report for status: completion progress, risks, schedule adherence, and budget performance.
  • WidgetFilterProduct|Portfolios--**--WidgetFilterRole|Resource Manager​--**--https://success.planview.com/@api/deki/files/168142/=mindtouch.page%2523thumbnailResource Status Report Prompt
    Resource managers can generate a status report for a single Portfolios resource to understand allocation, assignments, skills, and performance.
  • WidgetFilterProduct|Portfolios--**--WidgetFilterRole|Portfolio Manager--**--https://success.planview.com/@api/deki/files/168264/=mindtouch.page%2523thumbnailStrategic Portfolio Performance Report Prompt
    Produces a clean, actionable report for stakeholders detailing strategic alignment, investment health, and performance.
  • WidgetFilterProduct|Portfolios--**--WidgetFilterRole|Strategy Portfolio​ Manager--**--WidgetFilterRole|Portfolio Manager--**--https://success.planview.com/@api/deki/files/168141/=mindtouch.page%2523thumbnailStrategy Report Prompt
    Generates an executive strategic status report. Analyzes portfolio alignment, value delivery, performance metrics, and investment distribution.
  • WidgetFilterProduct|Portfolios--**--WidgetFilterRole|Project Manager​--**--https://success.planview.com/@api/deki/files/168321/=mindtouch.page%2523thumbnailTask Status Report Prompt
    Generates a task status executive report for work managers. Analyzes completion progress, blockers, timeline adherence, and effort variances.