Planview Roadmaps: Gain insights with reports and outputs
Planview Roadmaps adoption pathway
| 1. Understand the basics | 2. Design and set up | 3. Get started and optimize usage | 4. Gain insights with reports and outputs |
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Audience |
Project manager, program manager, portfolio manager, product manager, project stakeholder, report designer |
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Objective |
Gain visibility into project status to communicate to stakeholders and teams. |
Connected Roadmaps 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. |