If you haven’t already, be sure to check out the Planview Flow Methodology. Based on our years of experience working with customers to optimize flow, we have created guidance based on patterns of success we see. We strive to release new content on the 15th and 30th of each month. 

I’d love to hear your feedback of what you find helpful or any guidance that you would like to see or share! 

You can access the Flow Methodology through the Diamond Icon in the upper right of Viz 

Or through this link on the Customer Success Center. 

If it is your first time accessing this content, it will ask you to quickly create an account. 

From there, see “Getting Started with Flow Methodology”. Also check our our recent releases here. 

I look forward to hearing your feedback and any further guidance you’d love to either share or see!