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Planview Customer Success Center

Portfolios OKRs

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Portfolios OKRs adoption pathway

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

Audience

 Project managers, portfolio managers, product managers, executive leadership

Objective

Gain insights with reports and outputs for OKRs in Planview Portfolios. 

OKR health panel  

On the Objectives and Key Results screen in Portfolios, you can view the health of your OKRs through the OKR health panel. This view provides the following information: 

  • OKR Progress: the progress of your objectives and key results (ahead, behind, or on track) 

  • Key Results Updates: the number of key results updated in the last 7, 30, or 90 days 

  • Activities for Key Results: the number of activities by status (Not Started, Started, Finished) 

OKR progress widget in Planview.Me 

Planview.Me is an immersive, actionable, and personalized user experience where you can customize your Planview experience to highlight the data and details you need to get work done. There are several widgets you can work with to customize your Planview.Me experience.  The OKR Progress widget displays an interactive line graph of the progress of objectives and key results over a fixed timeframe. 

OKR OData service  

OData is a data source for getting objective and key result (OKR) data from Planview OKRs, Planview Portfolios, and Planview AgilePlace to create reports with Microsoft Power BI. You can use the OKR OData service with Power BI by using one of these methods:  

Digital Product Insights connected dashboard 

You can also gain insights with the Digital Product Insights connected dashboard, a portfolio-aware Power BI report that connects your strategies' health indicators to forward-looking insights from your delivery teams' in-progress work while also tracking progress against your organization’s objectives and key results (OKRs). You can view the Digital Product Insights connected dashboard as a Planview Portfolios tile on the My Overview ribbon or on the Strategy Portfolio View ribbon.