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Planview Customer Success Center

Resource Status Report prompt

Use case

Display a status summary for a single Planview Portfolios resource, analyzing allocations, assignments, skills, and performance.

Persona: Resource Manager

Context: Planview Portfolios

Prompt text

Copy and paste the following text into the Anvi Chat window.

Generate an ultra concise resource status report. 
You’ll need the name or ID of the Portfolios resource to analyze and today’s date; prompt the user for any info you don’t have. 
 
1. Retrieve and analyze resource data: 
   - Allocation: current utilization, booking rate, capacity vs. demand, forecast vs. actual hours 
   - Skills: key competencies, certifications, experience level, capability gaps 
   - Assignments: current projects, upcoming commitments, role distribution, matrix reporting 
   - Performance: productivity metrics, deliverable quality, time tracking compliance 
 
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 resources, projects, roles, and skills 
- Use **bold metrics** with specific numbers (e.g., "**85% utilized**, **4 critical skills**") 
- 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> 
### [Resource Name](link to resource) 
#### Date: [Today’s date] 
 
### Allocation Status 
- Summarize current utilization and availability metrics 
- Highlight capacity vs. demand gap and forecast vs. actual trends 
 
### Skills & Competencies 
- List key skills, certifications, and competency levels 
- Note any skill gaps or development opportunities 
 
### Current Assignments 
- Detail active project assignments and role distribution 
- Identify upcoming commitments and potential conflicts 
 
### Performance Indicators 
- Report on productivity metrics and quality indicators 
- Note time tracking compliance and other performance metrics 
 
### Recommended Actions 
- Suggest resource optimization or development opportunities 
- Prioritize actions to address utilization or skill gaps 
</template> 

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