Insights
Analytics and visualizations. Plan burndown charts, status report insights, and trend analysis.
What are Insights?
- plan burndown: Visual chart showing remaining tasks over time
- status report insights: AI-generated insights from status reports
- trend analysis: Track progress and identify patterns across weeks
- metrics: Key performance indicators for project health
Plan Burndown Chart
- purpose: Track remaining tasks over time to visualize progress
- visualization: Line chart showing remaining task count over time
- reference lines: Project start and finish dates shown as vertical lines
How to Read the Burndown Chart
- x-axis: Date (from project start to finish)
- y-axis: Remaining task count
- line: Actual remaining tasks over time
- trend: Ideal burndown shows steady decrease toward zero
Using the Burndown Chart
- progress tracking: See how many tasks remain at any point in time
- schedule awareness: Identify if you're ahead or behind schedule
- early warning: Spot trends that indicate schedule risks
Status Report Insights
- AI-generated: Insights generated automatically from status reports
- analysis modes: Different modes for different analysis needs
- history: View insight history for a report or objective
- context-aware: Insights consider report content, plan changes, and historical trends
Insight Modes
- default: Balanced executive summary, top risks, and concrete follow-ups
- critical issues: Focus on blockers, schedule risks, dependency issues, and data-quality gaps
- opportunities: Highlight momentum, wins, and opportunities to accelerate
- alignment audit: Assess how report aligns to stated objective
- action plan: Produce action plan with owners, sequencing, and expected impact
Insight Components
- summary: 5-7 sentence summary capturing accomplishment momentum, risk signals, and plan credibility
- risks: List of concrete risks or concerns (max 5)
- suggested actions: List of follow-up actions the owner can take (max 5)
- alignment rationale: One-sentence rationale for current alignment status
Insight Variants
- this week: Current report and plan context (default)
- cumulative 5 weeks: Last 5 weeks' reports and plan snapshots for trend analysis
- plan progression: Plan snapshots progression and changes across time
Accessing Insights
- permission: Only workspace managers, program managers, and project managers can generate insights
- report page: Generate insights from status report pages
- history: View insight history for a report or objective
- saved insights: Insights are saved and can be referenced later
Metrics Dashboard
- total tasks: Count of all tasks in the plan
- not started: Tasks that haven't begun
- in progress: Tasks currently being worked on
- completed: Tasks marked as complete
- overdue: Tasks past their finish date
- at risk: Tasks marked as at risk
- average completion: Average percent complete across all tasks
Trend Analysis
- week-over-week: Compare insights across multiple weeks
- cumulative view: See trends across last 5 weeks
- plan changes: Insights consider plan snapshots and changes over time
- risk patterns: Identify recurring risks or issues
Tips
- regular insights: Generate insights weekly to track trends
- use modes: Choose appropriate mode for your analysis needs
- check burndown: Monitor burndown chart to identify schedule risks early
- review history: Compare current insights to historical insights for patterns
- action items: Use suggested actions from insights to drive improvements
FAQ
Who can generate insights?
Only workspace managers, program managers, and project managers can generate insights. This ensures insights are generated by authorized users who understand the context.
How often should I generate insights?
Generate insights weekly when status reports are submitted. This provides consistent tracking and trend analysis.
What's the difference between this week and cumulative 5 weeks variants?
This week focuses on the current report and immediate plan context. Cumulative 5 weeks analyzes trends across the last 5 weeks and considers plan changes over time.
How is the burndown chart calculated?
The chart counts tasks that should have finished by each date (based on finish dates) and subtracts from total tasks to show remaining work. It generates daily data points from project start to finish.
Can I view past insights?
Yes. Insights are saved and can be viewed historically for a report or objective. Use the insight history feature to compare insights across weeks.
Last updated: 2025-01-16