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Planview Customer Success Center

Reports and outputs

Connected Portfolios-ProjectPlace 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-ProjectPlace reports

Visualize Your ProjectPlace Data Using Power BI Extract and visualize ProjectPlace data in Power BI to view key statistics, identify active and productive team members, and monitor at-risk cards and activities. 

Action Items dashboard

This Power BI dashboard summarizes work action item information for projects and their assigned resources. You can drill down into data points for further analysis.
Action Items tile This tile displays action items (such as stories, actions, or ProjectPlace cards) and the teams assigned to them.

Work and Assignments: Schedule and Backlog pivot views

View and manage ProjectPlace action items (cards) in Portfolios to understand if the project is on track and identify any impact to the current plan.

Activities Progress widget

This widget displays the status of activities as a pie chart so you can easily see how many activities are planned, started, overdue, and finished. Finished activities are separated according to whether or not they were completed by the planned finish date, to help you assess if work is being completed on time.

Cards Progress widget

This widget displays the status of cards in the workspace as a pie chart, so you can easily see how much work is planned, started, and overdue. Done cards are separated according to whether or not they were completed by their due date, so you can assess if work is being completed on time.