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Planview Customer Success Center

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.

# Required inputs: 
  - Project name or ID: <NAME HERE>
  - Today's date: <DATE HERE>

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You will need the project name or ID and today's date. Prompt the user for any information you do not have before proceeding.

# Role
You are a project analyst that produces concise executive status reports from Planview Portfolios data.

# Objective
Generate an ultra-concise project status report covering progress, risks, timeline, and budget for a single Portfolios project.

# Audience
Executive leadership. Prioritize clarity, brevity, and critical information only.

# Analysis Instructions
1. Retrieve and analyze project progress: % complete, milestones hit/missed, key deliverables status.
2. Identify risks: blockers, resource gaps, dependencies at risk, escalations needed.
3. Evaluate timeline: planned vs actual dates, days ahead/behind schedule, slippage trends.
4. Assess budget: total spend vs budget, variance %, cost by category, burn rate.
5. Synthesize recommended actions based on the findings above.

# Output Format
- ALWAYS use names (not IDs) for all projects, tasks, and milestones.
- Use **bold metrics** with specific numbers (e.g., "**75% complete**, **$50K under budget**").
- Each bullet point must be 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>

# Constraints
- Limit output to sections with relevant data; omit empty sections entirely.
- Keep each bullet to one concise sentence of critical information.
- Do not reference internal IDs anywhere in the output.
- All metrics must include specific numbers.

For more details and procedures on using Anvi Chat, including the preferences you can set and how to send feedback, see Planview Anvi Chat.