Automated Planview Portfolio Health Scorecard
Every Friday, WebRun opens Planview, pulls the health status of every active project across the portfolio, schedules a review slot on Google Calendar for anything marked at risk, and sends the PMO lead the full scorecard on WhatsApp ahead of Monday's portfolio meeting.
How do I get a Planview portfolio health scorecard before my weekly review?
WebRun reviews your Planview portfolio every Friday, pulls the health status of every active project, schedules a Google Calendar review for anything marked at risk, and sends the PMO lead the ranked scorecard over WhatsApp, so Monday's portfolio meeting starts with the full picture already prepared instead of pulled together live.
- The PMO lead walks into Monday's review already briefed
- At-risk projects get a review slot before they're discussed
- Portfolio health is tracked weekly instead of only at the monthly review
Built for PMO leads · portfolio managers · enterprise PMOs · program managers
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 - pull portfolio health status for every active project
planview.com
WebRun opens Planview to pull portfolio health status for every active project. - Open the active portfolio view
- Collect each project's health status and milestone progress
- Flag anything marked at risk or off track
Done when Every active project's status is captured with its health rating.
-
2
Google Calendar - schedule the at risk projects for review
calendar.google.com
WebRun opens Google Calendar to schedule the at risk projects for review. - Check for at-risk projects without a review already scheduled
- Add a review slot with the PMO lead for each one
Done when Every at-risk project has a review slot on the calendar.
-
3
WhatsApp - send the PMO lead the scorecard
whatsapp.com
WebRun opens WhatsApp to send the PMO lead the scorecard. - Rank projects by health status
- Send the PMO lead the scorecard ahead of Monday's meeting
Done when The PMO lead has this week's scorecard before the portfolio review.
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
Does WebRun change a project's health status?
No. It only reads the status already recorded in Planview. Updating a project's rating or milestones is left to the project owner.
Who receives the scorecard?
Only the PMO lead, over WhatsApp. It's an internal summary and isn't sent to anyone outside the portfolio team.
What if a review is already booked?
WebRun checks the calendar first, so a project that already has a review slot doesn't get a second one added.
Related templates
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