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Planview Customer Success Center

Gain insights with reports

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Hybrid Delivery Adoption Pathway

1. Understand the basics 2. Set up and configure 3. Adopt and optimize 4. Gain insights with reports

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.