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Planview Customer Success Center

Reports and outputs

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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.