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Planview Customer Success Center

Artificial Intelligence (AI) Bots

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What Are Artificial Intelligence (AI) Bots?

When we talk about Artificial Intelligence (AI) Bots, we are talking about ways in which technology can intelligently interact and react in human-like conversations with our users, adding value and assisting with common tasks normally performed within Planview Portfolios. Whether you are an administrator, project owner, or resource owner, having a virtual assistant can lessen the time and technical expertise needed to perform common tasks. Ready to start simplifying resource assignment tasks? Want your new project team members to hit the ground running with no learning curve? Then Planview Kodi, the new Planview Portfolios Assistant, is your new best friend!

Planview Kodi is Planview's intelligent assistant that provides easy on-demand access to Planview Portfolios data for project and resource managers and even casual business users. This new way of managing resources and querying column sets is ideal for engaging Planview users when skills gaps exist.

Requirements and Availability

  • You must have an active license for Planview Portfolios or Planview Enterprise One March 2020 Update or later to get your assistant to work for you. No configuration required.
  • You must have a Software as a Service (SaaS) hosted environment.
  • Planview Kodi is available for download from the Microsoft AppSource storefront to be used in Microsoft Teams.
  • Users will be required to authenticate using an integration token that replaces the need for a password when signing in to the Planview Portfolios Login Service. The integration token does not expire.
  • Planview Kodi supports the following languages: English, French, German, Italian, and Spanish.

Privacy and Security

  • Please keep in mind that for this release of Planview Kodi, the service calls use resources hosted in the United States. Planview Portfolios customers hosted outside of the United States should be aware of this and ensure that using Planview Kodi does not violate any data protection protocols relevant to your organization.
  • Planview is working on multi-region support, but until then, please refrain from using Planview Kodi if your organization requires multi-region support.
  • Learn more about Planview’s Privacy Statement and Terms of Use.

First-Time Users

           

TIP

Contact your Planview administrator for troubleshooting related to Planview Kodi, the Planview Portfolios bot assistant. You can contact the Planview Customer Care team for additional assistance.

           

To use Planview Kodi for the first time:

  1. Install Planview Kodi from the Apps icon in Microsoft Teams as described in Add an app to Microsoft Teams.
  2. Create an authentication token in Planview Portfolios.
  3. Wake up Planview Kodi and sign in as follows:
    1. In Microsoft Teams, start a chat with Planview Kodi and type Search Column Sets, Add Reserve, or Assign Resource in the chat window.
    2. When prompted, enter your company's Planview Portfolios URL in the Url box.
    3. Copy and paste the integration token from step 2 into the Authentication Token box.
    4. Click Sign In.

           

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Example of Planview Kodi in Microsoft Teams

           

Available Commands

Command Description
[type any word] Wakes the bot when not in an active dialog and provides command guidance on how to proceed.

Add Reserve or Assign Resource

 Engages the bot in the active dialog to select the project you want to assign resources to.
Search Column Sets Engages the bot when you want to see a subset of a project's data filtered by a column set. The bot helps you select both the project and the column set. The available column sets are Plan screen/Work and Assignments-enabled column sets created by you or shared by an administrator.
Exit or Cancel Leaves the conversation and provides command guidance on how to proceed when ready.
Sign Out Ends your session with your connected database.
Help Shows a list of valid commands and provides a link to Planview Portfolios product help in the Planview Customer Success Center.