Automated Planview Milestone Slip Alerts
Every morning, WebRun signs in to Planview, reads the milestones and dated deliverables across your active projects, finds anything past its due date or whose date moved since yesterday, opens a Trello card for the owner to explain and replan, and texts the delivery lead when a committed date has slipped.
How do I get alerted when project milestones slip?
WebRun opens Planview every morning, reads the milestones across your active projects, and finds anything overdue or whose date moved since yesterday. It raises a Trello card for the owner to replan and texts the delivery lead when a committed date slips, so schedule drift is caught the day it happens.
- A moved date is noticed the next morning rather than at the next steering meeting
- Repeat slippage is visible because every move is counted
- Owners get an explicit card instead of a name on a red status slide
Built for PMO teams · delivery managers · programme managers · project sponsors
What does WebRun do on every run?
The exact actions WebRun takes, in order - in plain language, so you can adjust anything.
-
WebRun signs in and gets to work
Opens
www.planview.comin a real browser with your saved login - no setup, no API keys. -
1
Planview - find slipped and overdue milestones
planview.com
WebRun opens Planview to find slipped and overdue milestones. - Sign in to Planview and open your active projects
- Capture every milestone and dated deliverable with its owner, its due date, and its status
- Flag anything whose due date has passed while the status is still open
- Compare today's dates against yesterday's snapshot and flag any that moved
- Note how far each date moved and how many times it has moved before
Done when Every overdue or moved milestone is listed with its owner and its slip.
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2
Trello - raise a card for the owner
trello.com
WebRun opens Trello to raise a card for the owner. - Open your delivery board in Trello
- Create a card for each overdue or moved milestone with the project, the owner, the old date, and the new date
- Add the number of previous moves so repeat slippage is obvious
- Assign the card to the milestone owner and set it due today
- Skip milestones that already have an open card, and close cards once the milestone completes
Done when Every slipped milestone has an owned card asking for a replan.
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3
Twilio - text the delivery lead
twilio.com
WebRun opens Twilio to text the delivery lead. - Open Twilio and prepare a short internal text for the delivery lead
- Include the project, the milestone, the old date, the new date, and the owner
- Send only when a committed or externally visible date has moved, not for routine task shuffling
- Send only to the internal numbers you configure. Any customer facing message is left as a draft for approval
Done when The delivery lead hears about every moved commitment the morning after it moves.
How is each run configured?
Secure by default
Connect once, stays signed in
WebRun signs in once and keeps each session in a persistent environment, so every run picks up right where it left off.
Every action is checked against this policy before it runs.
Questions, answered
Will it change dates in Planview?
No. WebRun reads the plan and reports on it. Moving a date, changing a status, or replanning work stays with the owner, so your plan of record is only ever edited by people.
Will it text the customer about a delay?
No. Texts go only to the internal numbers you configure. Any message to a client or stakeholder outside that list is left as a draft for a human to approve and send.
How does it know a date moved?
It compares today's milestone dates against the snapshot it took yesterday, so a quiet change made late in the day is named the next morning along with how many times that date has moved before.
Related templates
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