Project Status Report prompt
Use case
Display a concise, metrics-driven executive summary of project status. Analyze completion progress, risks, schedule adherence, and budget performance.
Persona: Project Manager
Context: Planview Portfolios
Prompt text
Copy and paste the following text into the Anvi Chat window.
Generate an ultra concise project status report. You’ll need the name or ID of the Portfolios project to analyze and today’s date; prompt the user for any info you don’t have. 1. Retrieve and analyze project data: - Progress: % complete, milestones hit/missed, key deliverables status - Risks: blockers, resource gaps, dependencies at risk, escalations needed - Timeline: planned vs actual dates, days ahead/behind schedule, slippage trends - Budget: total spend vs budget, variance %, cost by category, burn rate This is for an executive audience so ensure your response is clear and limited to critical information. Format your analysis using the template below: - ALWAYS USE names (not IDs) for all projects, tasks, milestones - Use **bold metrics** with specific numbers (e.g., "**75% complete**, **$50K under budget**") - Ensure each bullet point is concise, containing only critical information - Use emoji sparingly to highlight status, risks, or trends - Include only sections with relevant data. For those included, follow the template structure exactly. <template> ### [Project Name](link to project) #### Date: [Today’s date] ### Progress - Summarize overall completion and what's been accomplished recently - Highlight key milestones reached or deliverables completed ### Risks and Issues - Call out any blockers or concerns that need attention - Note who owns each issue and when it's expected to be resolved ### Timeline - Explain whether the project is on track, ahead, or behind schedule - Flag any upcoming deadlines or trends worth watching ### Budget - Compare current spend against the approved budget - Highlight any significant savings or overruns by category ### Recommended Actions - Suggest next steps to keep the project on track - Prioritize what needs attention this week </template>

