Skip to main content

Viz

Do you have a question? Ask your peers and Planview's experts.

  • 29 Topics
  • 0 Replies
28 Topics
Chris.Meidell
Planview Falcons
Chris.MeidellPlanview Falcons
posted in Copilot Prompts
Product Ranking Report

PERSONA  VP Engineering / Team of Teams Leader  What I really want to know  I want to see in ranked order the products that have seen the most improvement over the past year  Level to Select (Portfolio, Product)  Portfolio  PROMPT  Please rank the products in order of those that have shown the most improvement over the last year     

110
Chris.Meidell
Planview Falcons
Chris.Meidell
Planview Falcons
Chris.MeidellPlanview Falcons
posted in Copilot Prompts
Portfolio Improvements

PERSONA  Engineering Manager, Team of Teams Leader  What I really want to know  Where am I seeing actual improvement in this portfolio  Level to Select (Portfolio, Product)  Portfolio  PROMPT  Analyze the this portfolio and highlight any areas that show increased throughput in terms of flow velocity and where... and if we are... what are the contributing factors to those increases? 

30
Chris.Meidell
Planview Falcons
Chris.Meidell
Planview Falcons
Chris.MeidellPlanview Falcons
posted in Copilot Prompts
Leaderboard Report

If you manage a team of teams, and you are looking at a portfolio in Viz,  you can do a cross portfolio analysis and leaderboard with this prompt.Create a report focusing on accomplishments for [insert month]. Create several leaderboards that showcase and compare accomplishments of each of the value streams in this portfolio. Finally include a section on things to improve

120
Chris.Meidell
Planview Falcons
Chris.Meidell
Planview Falcons
Chris.MeidellPlanview Falcons
posted in Copilot Prompts
Value Stream Health Check

This is a simple prompt you can use or modify to get a quick at a glance check of a value streamCreate a health check report for this value stream for the month of [insert month]. Use Emojis in the report.   

90
Chris.Meidell
Planview Falcons
K
Planview Falcons
KatePlanview Falcons
posted in Copilot Prompts
🌊 Welcome to the Viz Copilot Prompt Community! Let’s Make Work Flow Again 🚀

Hi everyone! 👋I'm so glad you're here. This is by far the most exciting development I have seen in my 25 years working in Software Development. This space is for all of us—Scrum Masters, Product Owners, Managers, and all other Roles and Team members—who want to make work better.We all feel it:Too many meetings. Too much WIP. Priorities changing mid-sprint. Burnout creeping in.And at the same time—pressure to deliver faster, with less.That’s where Viz Copilot comes in.It’s not just a tool for metrics. It’s a tool to help you: Get ahead of blockers instead of reacting to chaos Protect team focus and reduce overload Spend more time doing meaningful work—and less time chasing down status When work flows better, everyone wins: 💡 Employees feel more focused, less stressed, and more in control 📦 Customers get value sooner 📈 The business performs better without sacrificing people Here are a couple of my favorite prompts to help you take back control of your time and flow. I’d love

150
K
Planview Falcons
pawan.raju
Planview Falcons
pawan.rajuPlanview Falcons
published in Learn & Share
Introducing Canceled Work Insights: A New Era of Visibility in Planview VizRelease Notes

We are excited to announce the launch of the Canceled Work Insights feature in Planview® Viz, designed to enhance your organization's ability to manage and understand canceled work items within your value streams.What is Canceled Work Insights?Canceled Work Insights provides a comprehensive view of work items that were initiated but not completed. This feature enables teams to: Identify Patterns: Understand the frequency and reasons behind work cancellations. Assess Impact: Evaluate the resources and time invested in canceled work. Improve Planning: Refine future planning processes to reduce waste and increase efficiency. By leveraging this insight, organizations can make informed decisions to optimize workflows and reduce unnecessary expenditures.Key Benefits Enhanced Transparency: Gain clarity on the volume and nature of canceled work. Resource Optimization: Allocate resources more effectively by understanding where cancellations occur. Strategic Decision-Making: Use data-dri

140
pawan.raju
Planview Falcons
K
Planview Falcons
KatePlanview Falcons
posted in Learn & Share
Do you like tackling Bottlenecks in your Delivery? Have you seen Clarke Ching's Bottleneck Detective's Manifesto?

🚧 Do you enjoy solving delivery bottlenecks?Ever feel like there's always that one thing slowing everything else down?If so, you have to check out Clarke Ching’s Bottleneck Detective's Manifesto. It’s a short, sharp, and seriously insightful guide to spotting and solving constraints that quietly kill flow in your delivery system.🔍 It’s a fun read, packed with clarity, wit, and wisdom — whether you're deep into Flow Framework, Theory of Constraints, or just curious about improving how your teams deliver.Have you read it? What stood out to you?Let’s swap notes — what bottlenecks are you currently wrestling with? Link here: Bottleneck Detective Manifesto    

130
K
Planview Falcons
K
Planview Falcons
KatePlanview Falcons
posted in Learn & Share
Do you have any favorite prompts when using Copilot in Viz? How do you like the new Save Prompt Feature?

Here are some example prompts and short videos. Please let us know what you think? I would love to hear what your favorite prompts are!https://success.planview.com/Planview_Viz/Using_Planview_Copilot_in_Viz/Prompt_LibraryI am really enjoying using it to generate monthly flow review insights product by product along with recommendations. What used to take me a lot of time I can now do in minutes, not to mention I love Copilot’s “personality” encouraging teams and findings wins in some of the responses I have seen!  

140
K
Planview Falcons
K
Planview Falcons
KatePlanview Falcons
posted in Learn & Share
🎉 [Early Bird Pricing Ends 1/31] Planview Connect - Live and In Person! April 23 - 25

🎉 Exciting News: Planview Connect 2025 Mark your calendars for April 23-25 - Planview Connect 2025 is coming to Florida! Here's what you can look forward to at this year's immersive experience:✨ What's in Store:Learn from real-world success stories shared by leading organizations Get hands-on training directly from Planview experts Connect with peers from various industries Get a sneak peek at upcoming features and product innovations Level up your expertise with certification opportunities⏰ Important: Early bird pricing ends January 31st!Ready to dive in? Check out: 🔍 Full agenda overview ❓ Event FAQDrop a comment below if you're planning to join us or have any questions. We can't wait to see you there!#PlanviewConnect2025 #PlanviewCommunity #EarlyBird

790
K
Planview Falcons
K
Planview Falcons
KatePlanview Falcons
posted in Learn & Share
Using Flow Distribution and Flow Metrics to aid Quarterly Planning

🔄 Community Discussion: Using Flow Distribution & Metrics in PI/Quarterly PlanningHi Viz Community!As many of us prepare for upcoming PI/Quarterly planning, let's discuss how you're using Flow Distribution and Flow Metrics to inform your planning decisions. The Flow Framework® guidance provides recommendations for balancing Features, Defects, Risk, and Debt investments, but we'd love to hear how you're applying these in practice during your planning events.Please see the attached PDFs for Guidance on how to use Flow Metrics in Quarterly Planning as well as how to plan/balance Flow Distribution. 📊 Some key discussion areas:How do you use Flow metrics to set PI objectives? What role does Flow Distribution play in capacity planning? How do you balance planned vs unplanned work in your PI commitments? What data do you present to stakeholders during PI planning?Share your experiences:How do you adjust distribution targets for different PIs based on business needs? What Flow metrics ha

240
K
Planview Falcons
C
Planview Falcons
chris.gallivanPlanview Falcons
posted in Learn & Share
We are never standing still

When I woke up today I didn’t feel older, but I know I am. When I weighed myself I lost a couple pounds since yesterday.Nothing stays the same. Some things improve (my weight). Some things degrade (my age).Your flow performance is the same.Many people assume flow performance is the same as it was 6 months ago. It is not.You are either improving or degrading.This is the second law of thermodynamics and it holds for flow. 

70
C
Planview Falcons
K
Planview Falcons
KatePlanview Falcons
asked in Learn & Share
Scrum Master and Product Owner Quick Start Checklist. Quick, Small Steps to Drive Measurable Flow Improvements

Attached is the Planview Flow Methodology Scrum Master & Product Owner Quick Start Checklist provides a quick and practical way to jumpstart improving flow through simple steps that take less than 5 minutes. By focusing on daily actions like unblocking stalled work, monitoring aging tasks, and prioritizing effectively, teams can see immediate benefits. Even if you only do one thing, such as leveraging the Flow Optimizer to stabilize Flow Time, you can make a measurable impact.While there are many additional strategies to explore, these foundational actions lay the groundwork for meaningful improvement. One particularly impactful practice is using headcount timeline events and timeline events to provide critical context—both within your product team and to stakeholders evaluating flow at the portfolio level.Key Benefits Quick Wins: Immediate improvements from small, daily actions that stabilize and optimize Flow Time. Even one action—like unblocking value in stalled work—can delive

690
K
Planview Falcons
K
Planview Falcons
KatePlanview Falcons
posted in Learn & Share
Example Quarterly Portfolio Review Template that includes Flow Metrics

Hi Community,I’m excited to share the Quarterly Portfolio Review Template, an actual customer example of how Flow Metrics are used in Portfolio Reviews with Product Leads and Executives. This template provides a practical way to visualize and discuss progress, ensuring alignment and actionable insights at both quarterly and monthly intervals.What’s New and Coming SoonThe current version is available now, but I’m excited to announce that the next version will be published shortly, featuring:Portfolio Flow Metrics Screen: A consolidated view of Flow Metrics across the portfolio. Waste Calculations: A deeper dive into areas of inefficiency to uncover opportunities for improvement. Enhanced Analysis: Including bottleneck identification, aging work trends, and Flow Metric trends to support more effective decision-making.How This Template Can Be UsedQuarterly Portfolio Review: Discuss portfolio-level trends with Product Leads and Executives to ensure alignment with strategic goals. Monthly P

400
K
Planview Falcons
C
caroline_d
asked in Ask the Community
What should the jira ticket status be when moving from active status back into the backlog?

Hi, I’d like to understand the process in dealing with the below scenario.When a ticket is moved in progress in an active sprint and then moved to the backlog, should the status be updated to Open?Will the Flow Time continue to calculate on the ticket or will time pause when a ticket is moved in backlog?

321
K
Planview Falcons
K
Planview Falcons
KatePlanview Falcons
posted in Feedback and Ideas
Feedback Needed: Incorporating Viz into Daily Scrum Ceremonies (video recently released in Viz)

Hi everyone,I’d love your feedback on the short video we put in Planview Viz that shows an example of integrating Viz into daily scrum ceremonies. The goal is to show how teams can keep work up-to-date, address bottlenecks, unblock work stuck in wait states, and maintain a balanced workload while prioritizing critical work.We also highlight how adding Timeline events can help make disruptions and delays visible, giving teams the visibility they need to take proactive action.I often hear that team members are interrupted, or blocked waiting on a skill set, or a code merge or other frustrating blockers preventing them from keeping their work flowing. We’d love to make this more visible to help not only teams, but their customers and business. Does the video clearly communicate these benefits? Are there any improvements or additional aspects you think we should address?Thanks in advance for your insights!

70
K
Planview Falcons
K
Planview Falcons
KatePlanview Falcons
posted in Feedback and Ideas
Have you seen our Role Based Guidance for Product Owners and Scrum Masters? Would love to hear your feedback!

Have you seen our Planview Flow Methodology role based guidance in  for Scrum Masters and Product Owners? We would love to get your feedback!  https://success.planview.com/Planview_Viz/Flow_Methodology If you are a Scrum Master or Product Owner, what challenges do you currently face? What keeps you up at night? We are in the process of creating brief videos to highlight how to use Planview Viz and Flow Metrics in Sprint Planning, Daily Scrum, Sprint Retro, PI/Quarterly Planning and similar. Is there any particuar topics you’d like to see addressed? 

90
K
Planview Falcons
K
Planview Falcons
KatePlanview Falcons
asked in Learn & Share
Not all work is equal. How do you know your team is working on the most important work?

Often when I do an analysis for customers, I find that less than 10% of the work that is currently in progress (work that has been started and not yet completed) is the priority (strategic, linked to improving the desired business results/OKRs).I find that because there is a prioritized backlog per team, with separate priorities per team, or teams working on different priority features that lower priority work is often focused on at the expense of higher priority work.This is very different from the original scrum notion of a single ordered product backlog where the available capacity swarms around the highest priority item(s), making sure any priority work that gets blocked gets unblocked rather than instead pulling in lower priority work to make sure everyone “stays busy”. What are some tips or tricks that you use to ensure your team is working on the highest priority, value add work? Some practices that I see used that come to mind include:Ensuring the desired, measurable business r

242
K
Planview Falcons
K
Planview Falcons
KatePlanview Falcons
posted in Learn & Share
The 2024 Project to Product State of the Industry Report is here! We'd love to hear what you think!

 Link to the report is here

130
K
Planview Falcons
K
Planview Falcons
KatePlanview Falcons
posted in Learn & Share
New Viz Navigation Experience is here!

I’m excited that the new Viz Navigation has been released! It is great to be able to see the hierarchy of Products in the left Nav bar, I feel it makes it easier to navigate across Products and Groups/Portfolios.  I’m also looking forward to hearing the communities experience with the updated Navigation! 

120
K
Planview Falcons
K
Planview Falcons
KatePlanview Falcons
asked in Ask the Community
What is your favorite practice, or a common practice you use for improving Flow/delivery?

My favorite is simply daily “focus”. Swarming as a team on the highest priority item. I think it is because I find a lot of joy in working together to solve challenges on a high performing team. There is clarity on what is important, a shared objective. It is much more fulfilling to me then starting a lot of work and feeling frantic, not being able to complete it, seeing the work age gives me some stress. Do you have a favorite improvement practice, whether daily, each sprint, ad-hoc, quarterly or otherwise? I would love to hear! 

80
K
Planview Falcons
wwillard.ux
Planview Falcons
wwillard.uxPlanview Falcons
posted in Feedback and Ideas
Would you help us improve Copilot daily/weekly prompts in Viz?

For this research study, you will be prompted to answer questions about how Copilot in Viz might support recurring scrum activities. You will be asked to provide written feedback through our study software (Userlytics), so our UX researchers can analyze the feedback.  To participate:Open a web browser on a desktop/laptop computer and use this link to access the study.  Complete the pre-study screening questions to confirm you fulfill the required study criteria.  If you meet the criteria, you’ll immediately proceed with the study questionnaire. FAQWhat will I do during the actual study?Follow the on-screen directions and answer the prompts by selecting from answer lists or typing freeform responses. We expect the total time needed to complete this study is 5-10 minutes. It can be done at your convenience prior to September 5, 2024. No additional preparation is required. What will be recorded?Only your written responses will be recorded in this study. Who will access the recorded conten

130
wwillard.ux
Planview Falcons
K
Planview Falcons
KatePlanview Falcons
posted in Learn & Share
Coming Soon - The "Flow Optimizer" & Upcoming Webinar Series

As seen in the Viz in product announcement: Coming soon: Flow OptimizerTake the mystery out of your Flow Metrics with actionable, data-based recommendations on how to improve software delivery. The Flow Optimizer analyzes the potential impact of your work-in-progress and will also ensure your value streams are modeled to perfection. Register for our first 10-minute Tuesday webinar to learn more.  

130
K
Planview Falcons
K
Planview Falcons
KatePlanview Falcons
posted in Learn & Share
AI and Flow Coaching

Had a great discussion today around how AI aiding agile/flow transformations may change the approach to traditional transformations and traditional coaching and how to best prepare organizations for these changes. A simple exercise is to imagine that the desired functionality is already available, then what is next? How will the insights, impediments be handled? Is there a structure in place to take action, what actions will you allow to be automated vs not, for those not automated, what roles/cadence/responsibility will be necessary to take action, and what speed is necessary to manually make the decisions/take action given your context. Was a fun conversation, would love to hear how you are experiencing or see for the future of improving flow with AI!

30
K
Planview Falcons
K
Planview Falcons
KatePlanview Falcons
posted in Learn & Share
Great Experiment Shared: Decrease Time Spent in "Verification" to Increase Flow Efficiency

A team I work with shared this with me, I wanted to share it with others in case interesting. The team reviews their Flow Metrics in their Sprint Retro. They noticed that their Flow Efficiency had decreased. They opened the bottleneck finder for this time period and saw that the wait states "verification" and "stalled" had the highest State Duration Index (SDI), which is not typical for them.They could prove this was not typical for them by picking a time period over the past several weeks and looking at the bottleneck finder. Typically their active state “In Progress” had the highest SDI. Something had changed to drive up the delay in Verification over the past sprint. They formed an experiment to see if they could decrease the time spent in verification. Their hypothesis was that by decreasing the wait time in Verification, this would increase their Flow Efficiency. Stay tuned to hear how their experiment turns out! 

100
K
Planview Falcons
K
Planview Falcons
KatePlanview Falcons
posted in Learn & Share
The importance of looking at the age of items sitting in your backlogs, waiting to be pulled into a sprint

@chris.gallivan and I were discussing in the Flow Framework Community Bi-weekly Flow Time meeting (open to all) about the phenomena that many organizations measure how long it takes to complete a story once it is pulled into the sprint, but very few measure how long it takes to deliver value to the customer (“fast” feedback).Despite using a variety of common agile practices, companies are still experiencing less transparency into when the work will be completed, and work is taking a year or two to deliver the value requested to the customer. In some cases, it is taking longer to deliver with agile methodologies than when project based methods were used. What could be happening here? Teams are doing the right things, following the good agile practices they have been taught, breaking down stories into small chunks, completing in a sprint time box, completing stories in under 14 days. Yet the customer and business is still waiting for the value to be delivered for a year or twoHow could t

540
K
Planview Falcons
How to Earn Points and Badges

Badge winners

  • Active Participant
    KarlRennerhas earned the badge Active Participant
  • Knowledge Guru
    pamela.sargenthas earned the badge Knowledge Guru
  • Active Participant
    Aizahas earned the badge Active Participant
  • Active Participant
    jrc010has earned the badge Active Participant
  • Active Participant
    prasadnknvhas earned the badge Active Participant
Show all badges
Terms of UseCookie settings
All Data Subject Access Requests (DSARs), and requests of “Do Not Sell My Personal Information” according to the CCPA, must be submitted through the Planview DSAR portal located here

Planview has appointed a Data Privacy Officer (DPO) to be responsible for overseeing our Privacy Management Program and related privacy compliance measures. DPO can be contacted at privacy@planview.com