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Planview Customer Success Center

Reports and outputs

Connected Portfolios-AgilePlace hybrid delivery adoption pathway

1. Get started 2. Design and set up 3. Capability usage 4. Reports and outputs

Audience

PMO, portfolio manager, project manager

Objective

Gain visibility into project status to communicate to stakeholders and teams.

Connected Portfolios-AgilePlace reports

Visualize Your AgilePlace Data Using Power BI Extract and visualize AgilePlace data in Power BI to view key statistics, identify active and productive team members, and monitor at-risk cards and activities.
Custom Column Set – Portfolios Create custom column sets in Portfolios on the Work Portfolio View screen, the Plan screen, and the Work and Assignments screen to view and track work progress in connected Portfolios-AgilePlace. For more information, see Attribute Mapping Between Portfolios and AgilePlace.

Easily access agile team delivery insights through Planview.Me  

After your administrator has completed the setup instructions for Planview.Me, you can easily access and view related agile team delivery widgets on Planview.Me. This includes: 

Widget name Description
Board sentiment

The Board Sentiment widget displays sentiment data from either ProjectPlace boards or AgilePlace boards. The sentiment data is updated when the widget is first configured in a Planview.Me view and each time a user accesses the view.

The following information is displayed in the widget:

  • Sentiment – positive, neutral, negative, or failed to process, which appears when no sentiment data exists
  • Sentiment Trend – decreasing, increasing or same when the current score is compared to 14 days ago
  • Activity Level – number of comments over the previous 14 days
  • Activity Trend – percent change in the number of comments