Planview Prompt Library

The Planview Anvi prompts in this library are curated 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|Portfolios--**--WidgetFilterRole|Project Manager--**--WidgetFilterRole|Strategy Portfolio Manager--**--WidgetFilterRole|Portfolio Manager--**--https://success.planview.com/@api/deki/files/169159/=mindtouch.page%2523thumbnailAI Readiness Assessment prompt
Pre-deployment data readiness check for Anvi. Scores portfolio data across 10 dimensions and offers remediation tips.
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.
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|ProjectPlace--**--WidgetFilterRole|Project Manager--**--https://success.planview.com/@api/deki/files/169198/=mindtouch.page%2523thumbnailEmerging Delivery Risks prompt
Identify cards on a board showing early signals of delivery risk before issues escalate into blockers or missed deadlines
WidgetFilterProduct|AgilePlace--**--WidgetFilterRole|Executive/Business Stakeholder--**--WidgetFilterRole|Program/Portfolio Manager--**--https://success.planview.com/@api/deki/files/168534/=mindtouch.page%2523thumbnailExecutive Stakeholder Work 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.
WidgetFilterProduct|Viz--**--WidgetFilterRole|Engineering Lead--**--WidgetFilterRole|Scrum Master--**--WidgetFilterRole|Agile Coach--**--https://success.planview.com/@api/deki/files/169203/=mindtouch.page%2523thumbnailIntake vs Completion prompt
Know whether your backlog is growing or shrinking before committing to more work.
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.
WidgetFilterRole|Project Manager--**--WidgetFilterProduct|AdaptiveWork--**--https://success.planview.com/@api/deki/files/169202/=mindtouch.page%2523thumbnailOff-Track Project Correction prompt
Diagnose why a project is off track and produce a structured recovery plan with prioritized, actionable corrective steps.
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|Portfolios--**--WidgetFilterRole|Project Manager--**--WidgetFilterRole|Strategy Portfolio Manager--**--WidgetFilterRole|Portfolio Manager--**--https://success.planview.com/@api/deki/files/168793/=mindtouch.page%2523thumbnailPre-Mortem Analysis for High-Stakes Projects prompt
Data-driven pre-mortem analysis using historical twins, failure pattern analysis, and monitoring recommendations.
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--**--WidgetFilterRole|Strategy Portfolio Manager--**--WidgetFilterRole|Portfolio Manager--**--https://success.planview.com/@api/deki/files/169165/=mindtouch.page%2523thumbnailProject Post-Mortem prompt
Evidence-based retrospective using outcome grading, root cause classification, and institutional lesson capture.
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.