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Planview Customer Success Center

Copilot

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Introduction

Copilot is an AI-powered assistant integrated directly into AdaptiveWork that acts as your personal project guide and analyst. It is always ready to help you find information, analyze project data, and providing recommendations.

Copilot saves hours of manual work by automating information discovery, data analysis, and reporting tasks. Whether you're looking to understand product features, analyze project health, or identify areas needing attention, Copilot serves as your always-available project assistant, helping teams work more efficiently and make better decisions. 

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Use Cases

AdaptiveWork Copilot supports a large range of use cases:

  • Query CSC  for product documentation, helping you to improve product engagement & adoption.
  • Query your project(s) data and be offered with insights that are not readily visible, driving efficiency.
  • Segment & summarize your project(s) data that can be shared with your stakeholders.
  • Draw your attention to problem areas and suggest actions, helping to de-risk strategic bets & increase revenue.

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Security & Compliance

Information on security & compliance in view of AI, please visit the Trust site.

 
Accessibility

The Copilot icon clipboard_e12f343357dc63425da2d4e38298e67b0.png is located in the top right menu bar, next to the user's display name and typically visible from the Projects module (list or detail view).

 

Permissions
  CSC Customer Documents Project Data* Compose Email
All Users Yes Yes No Yes

Project Managers,

Project Owners,

Users who have specifically been granted with Editor rights

Yes

Yes

Yes

Yes

*Standard & custom fields

Data Agents & Capabilities

Copilot prompts are routed to different data agents to process the relevant responses:

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Copilot Interface Structure & Key Features
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  • Welcome to Copilot - summarizing what Copilot can do for your (this window can be removed by clicking X) 
  • Settings - 3 dots on the menu bar - allow you to
    • set your preferences in regards to
      • Font Size (normal / large)
      • Color Mode (light / dark)
    • view the list of your governance & process documents that are intended for Copilot query. Supported document types are: 
      • Plain Text (.txt)
      • Markdown (.md)
      • HTML (.html)
      • Work (.doc, .docx)
      • CSV (.csv)
      • Excel (.xls, .xlsx)
      • PDF (.pdf)
    • read more About Copilot

  • Predefined Prompts - displaying rotating prompts that can be used by any user in the organization

  • Conversational Interface:
    • A User can ask Copilot for information by either
      1. selecting  one of the predefined prompts
      2. typing a prompt
      3. selecting one of the personal favorite prompts                                                                                                                                               clipboard_e0703c52956a831207911b8aa73fa8231.png
    • Favorites
      • Individual prompts can be marked as favorites, by clicking the star button on the left of the question and adding the same to the list of favorites. clipboard_e535deba38b4bd14b3f25c6795d1efb9c.png
      • The list of favorites can be managed                                                                                             clipboard_e9172f0af93f8cfc8bc84a4631e6e6dd5.png 
      • Up to 5 prompts marked as favorites (or new prompts) can be sequenced through the creation of Workflows and then triggered at your convenience: 

 

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  • Copilot response generation
    • when submitting a prompt, Copilot analyzes the question and directs it to the relevant data agent.
    • the thought process is displayed in the UI, while Copilot is generating the response                                                                                                                                                                                                             clipboard_e7f01359677d0cdfa9859481fa3712b4d.png
      • when the response is generated, the thought process is stored and can be retrieved by clicking the File:Minimalist info Icon.png - Wikimedia Commons beneath the response          clipboard_e07d8815327a15d3229488a6a25fbd8b9.png
    • Copilot structures the response into paragraphs, summarizing data, categorizing data by highlights, key observations, recommendations, etc. as per context. Copilot segments/groups the responses when specifically asked for, e.g.:
      • Which project have a 100K$ profit or less with due date in 2025 and group them by month of due date                                                                 clipboard_e44efb8831843f501be583dd9c9504db1.png
  • Copilot offers action button when triggering the Email Generator agent, allowing the local Email server to create and Email draft out of the previous response                                                     clipboard_ecf456c15b4156e9b70b71ddfd71ed063.png
  • Use a deeper mode of reasoning toggle
    • when unchecked, Copilot will provide swift & concise response
    • when checked, Copilot will provide a more elaborate and detailed response

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Copilot Architecture

AdaptiveWork Copilot leverages Planview Copilot and GenAI capabilities and is built on the following architecture:

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