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Planview Customer Success Center

Planview Prompt Library

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The Planview Anvi prompts in this library are examples you can copy and use to get reports about data in your supported Planview products. These prompts were created and refined by Planview experts. Some of the prompts include template instructions for Anvi to format the prompt responses.

  • WidgetFilterProduct|AgilePlace--**--WidgetFilterRole|Project Manager​--**--WidgetFilterRole|Engineering Lead--**--WidgetFilterRole|Product Manager--**--https://success.planview.com/@api/deki/files/168477/=mindtouch.page%2523thumbnailActive Work Progress Update prompt
    Create a clear, professional status report for all active work—perfect for standups or async updates.
  • WidgetFilterProduct|Viz--**--WidgetFilterRole|Engineering Lead--**--WidgetFilterRole|Scrum Master--**--WidgetFilterRole|Agile Coach--**--https://success.planview.com/@api/deki/files/168606/=mindtouch.page%2523thumbnailAging Work Items Alert prompt
    Catch stuck work before it becomes a crisis.
  • WidgetFilterProduct|AgilePlace--**--WidgetFilterRole|Engineering Lead--**--WidgetFilterRole|Product Manager--**--https://success.planview.com/@api/deki/files/168535/=mindtouch.page%2523thumbnailBacklog Health Review prompt
    Find stale items, duplicates, and cards missing key details in the backlog.
  • WidgetFilterProduct|AgilePlace--**--WidgetFilterRole|Engineering Lead--**--WidgetFilterRole|Product Manager--**--https://success.planview.com/@api/deki/files/168399/=mindtouch.page%2523thumbnailBacklog Prioritization prompt
    Prioritize backlog lanes based on strategic priorities and effort required.
  • WidgetFilterProduct|AgilePlace--**--WidgetFilterRole|Engineering Lead--**--WidgetFilterRole|Product Manager--**--https://success.planview.com/@api/deki/files/168456/=mindtouch.page%2523thumbnailBoard Risk Assessment prompt
    Identify and prioritize delivery risks with specific mitigation strategies.
  • WidgetFilterProduct|AgilePlace--**--WidgetFilterRole|Engineering Lead--**--https://success.planview.com/@api/deki/files/168480/=mindtouch.page%2523thumbnailCapacity and Demand Analysis prompt
    Know if you're overcommitted or have room for new work. Get one specific action if rebalancing is needed.
  • WidgetFilterProduct|Portfolios--**--WidgetFilterRole|Resource Manager​--**--WidgetFilterRole|Portfolio Manager--**--https://success.planview.com/@api/deki/files/168525/=mindtouch.page%2523thumbnailCapacity Rebalancing prompt
    Identify non-obvious portfolio optimization opportunities worth millions.
  • 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.
  • WidgetFilterProduct|ProjectPlace--**--WidgetFilterRole|Project Manager​--**--https://success.planview.com/@api/deki/files/168612/=mindtouch.page%2523thumbnailDelayed Work Overview prompt
    Identify cards that are not progressing as expected and may require intervention.
  • WidgetFilterProduct|AgilePlace--**--WidgetFilterRole|Executive/Business Stakeholder​--**--WidgetFilterRole|Program/Portfolio Manager​--**--https://success.planview.com/@api/deki/files/168534/=mindtouch.page%2523thumbnailExecutive Board Update prompt
    Create a polished, one-page executive update with achievements, risks, metrics, and decisions needed.
  • WidgetFilterProduct|OKRs--**--WidgetFilterRole|Executive/Business Stakeholder​--**--https://success.planview.com/@api/deki/files/168283/=mindtouch.page%2523thumbnailExecutive OKR Quality Check prompt
    Rate strategic alignment and OKR quality for an executive audience.
  • WidgetFilterProduct|ProjectPlace--**--WidgetFilterRole|Project Manager​--**--https://success.planview.com/@api/deki/files/168609/=mindtouch.page%2523thumbnailExecutive Project Report prompt
    Generate a concise executive-level report summarizing overall project progress, key risks, and priorities
  • WidgetFilterProduct|AgilePlace--**--WidgetFilterRole|Product Manager--**--WidgetFilterRole|Portfolio Manager--**--https://success.planview.com/@api/deki/files/168610/=mindtouch.page%2523thumbnailGoal-Work Alignment Check prompt
    Ensure your team's effort drives strategic outcomes. Find high-effort work that isn't connected to any goal.
  • WidgetFilterRole|Project Manager​--**--WidgetFilterProduct|AdaptiveWork--**--https://success.planview.com/@api/deki/files/168455/=mindtouch.page%2523thumbnailHigh Risk Project Report prompt
    Identifies projects with high risk of missing deadlines, exceeding budgets, or failing to meet objectives.
  • WidgetFilterRole|Project Manager​--**--WidgetFilterProduct|AdaptiveWork--**--https://success.planview.com/@api/deki/files/168595/=mindtouch.page%2523thumbnailMy Critical Projects prompt
    Identify projects requiring immediate PM action based on urgency and business impact.
  • 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
    Advise OKR owners on framing and completeness of their OKRs, including suggested improvements.
  • WidgetFilterProduct|AgilePlace--**--WidgetFilterRole|Team Member​--**--https://success.planview.com/@api/deki/files/168536/=mindtouch.page%2523thumbnailPrioritize My Work prompt
    Get a prioritized daily work plan to start each day with clear focus.
  • WidgetFilterRole|Project Manager​--**--WidgetFilterProduct|AdaptiveWork--**--https://success.planview.com/@api/deki/files/168607/=mindtouch.page%2523thumbnailProject Executive Summary prompt
    Help senior leadership quickly assess whether a project needs intervention or additional resources.
  • WidgetFilterRole|Project Manager​--**--WidgetFilterProduct|AdaptiveWork--**--https://success.planview.com/@api/deki/files/168598/=mindtouch.page%2523thumbnailProject Financial Status prompt
    Build a project financial dashboard that analyzes current budget health, spending patterns, and fiscal risks.
  • WidgetFilterProduct|Portfolios--**--WidgetFilterRole|Project Manager​--**--https://success.planview.com/@api/deki/files/168104/=mindtouch.page%2523thumbnailProject Status Report prompt
    Generate concise, metrics-driven executive report for status: Completion progress, risks, schedule adherence, and budget performance.
  • WidgetFilterProduct|AgilePlace--**--WidgetFilterRole|Product Manager--**--https://success.planview.com/@api/deki/files/168436/=mindtouch.page%2523thumbnailRelease Notes Generator prompt
    Create clear, user-focused release notes that communicate value and impact without technical jargon.
  • WidgetFilterProduct|Portfolios--**--WidgetFilterRole|Resource Manager​--**--https://success.planview.com/@api/deki/files/168142/=mindtouch.page%2523thumbnailResource Status Report prompt
    Understand allocations, assignments, skills, and performance for a Planview Portfolios resource.
  • WidgetFilterProduct|Portfolios--**--WidgetFilterRole|Portfolio Manager--**--https://success.planview.com/@api/deki/files/168264/=mindtouch.page%2523thumbnailStrategic Portfolio Performance Report prompt
    Produce 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
    Generate an executive strategic status report. Analyzes portfolio alignment, value delivery, performance metrics, and investment distribution.
  • WidgetFilterProduct|ProjectPlace--**--WidgetFilterRole|Project Manager​--**--https://success.planview.com/@api/deki/files/168614/=mindtouch.page%2523thumbnailTask Prioritization prompt
    Identify tasks in the project plan at risk of impacting milestones or delivery.
  • WidgetFilterProduct|Portfolios--**--WidgetFilterRole|Project Manager​--**--https://success.planview.com/@api/deki/files/168321/=mindtouch.page%2523thumbnailTask Status Report prompt
    Generate a task status executive report for work managers. Analyzes completion progress, blockers, timeline adherence, and effort variances.
  • WidgetFilterProduct|AgilePlace--**--WidgetFilterRole|Resource Manager​--**--WidgetFilterRole|Engineering Lead--**--https://success.planview.com/@api/deki/files/168501/=mindtouch.page%2523thumbnailTeam Performance Insights prompt
    Get Lean-based performance insights with flow metrics, waste identification, and Kaizen improvement recommendations.
  • WidgetFilterProduct|AgilePlace--**--WidgetFilterRole|Project Manager​--**--WidgetFilterRole|Engineering Lead--**--WidgetFilterRole|Product Manager--**--https://success.planview.com/@api/deki/files/168526/=mindtouch.page%2523thumbnailUnblock Stalled Work prompt
    Identify blocked work, understand root causes, and get specific action plans to keep work moving.
  • WidgetFilterProduct|AgilePlace--**--WidgetFilterRole|Team Member​--**--WidgetFilterRole|Engineering Lead--**--WidgetFilterRole|Product Manager--**--https://success.planview.com/@api/deki/files/168398/=mindtouch.page%2523thumbnailWeekly Board Summary prompt
    Get a complete weekly overview in under 60 seconds.