Skip to main content
Planview Customer Success Center

Gain insights with reports

Hybrid Delivery Adoption Pathway

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

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.