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Planview Customer Success Center

Anvi for ProjectPlace

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Using Planview Anvi® within ProjectPlace

 

Planview Anvi in ProjectPlace is an AI-powered assistant that acts as your personal project guide and analyst:

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

Within ProjectPlace, you can access Planview Anvi from the following areas:

Supported personas and use cases

Planview Anvi for ProjectPlace supports the following personas:

  • Project managers
  • Team members

Use cases for Anvi in ProjectPlace include the following examples:

  • User onboarding and adoption: Quickly access Planview Customer Success Center (CSC) product help documentation, supporting faster learning and better product usage.
  • Work progress and attention areas: Identify slipping, overdue, blocked, or inactive cards and highlight what needs immediate attention.
  • Plan and execution summary: Get a clear update on plan and board statuses, movement, milestones, and overall progress.
  • Timeline and critical path: View the critical path, tasks putting the schedule at risk, and early warning signals based on activity trends.
  • Dependency visibility: Spot cross-team and cross-board dependencies within a workspace that may cause downstream delays.
  • Reporting and status updates: Instantly create summaries for stakeholders that include progress, risks, actions, and decisions.
  • Turn meeting notes into cards: Paste your meeting notes and let Anvi create structured cards with action items, owners, and deadlines. Stop losing follow-ups. Anvi reads your notes, extracts the action items, and creates cards on your board — complete with descriptions, assignees, due dates, and placement.
  • Auto-assign cards based on workload: Anvi looks at current workload across team members and suggests or assigns the least loaded person for a new card.
  • Performing ProjectPlace actions within Anvi Chat: You can create, update, and move cards between activities in a single board directly through Anvi Chat without leaving the conversation. See Performing ProjectPlace actions in Anvi Chat for more information.

See Sample Anvi Chat prompts and agents in ProjectPlace for examples of queries you can use with Anvi for use cases.

           

Anvi Chat for ProjectPlace

Planview Anvi Chat is a conversational AI chat window. You can ask questions using natural language to uncover insights, get best-practice recommendations, and inform strategic decisions. Planview’s conversational AI gives everyone—from teams to executives—easy access to organizational data and the intelligence hidden within.

Using Anvi Chat in ProjectPlace

You can use Planview Anvi Chat on any ProjectPlace screen that includes the toolbar.

To use Planview Anvi Chat in ProjectPlace:

  1. In the toolbar, click Anvi button to open the Planview Anvi Chat window.
  2. In the What can I do for you? box, enter the text you want to send to Anvi Chat.
  3. Click Send.

You can use prompts and agents to interact with Anvi Chat. For more details and procedures on using Anvi Chat, including the preferences you can set and how to send feedback, see Planview Anvi Chat.

           

           

Performing ProjectPlace actions in Anvi Chat

In addition to asking questions and getting insights, you can create, update, and move cards between activities in a single board directly through Anvi Chat without leaving the conversation and opening ProjectPlace separately. These actions help teams manage work faster and reduce context switching between views.

           

NOTE

Anvi will confirm the actions it is about to take before before acting. You will first see a summary of what will change, and then you can approve or adjust the actions before Anvi actually makes the changes.

           

           

TIPS

  • Be specific: Include card names, activity names, and board names so that Anvi can find the right items.

  • Use bulk/batch actions: You can ask Anvi to update or move multiple cards in a single request.

           

The following table describes the ProjectPlace actions you can take in an Anvi Chat conversation. See Sample Anvi Chat prompts and agents in ProjectPlace for examples of prompts for these use cases.

ProjectPlace action Description
Create and update cards Create new cards or update existing ones, including setting the title, description, assignee, due date, and more for one or more cards at a time.
Move cards between activities within a board Reorganize work by moving cards from one activity to another within the same board. For example, you can shift work between project phases, reassign scope, or clean up your board.
Move cards across columns Update card workflow statuses by moving cards between columns on a board. For example, you can advance cards through your workflow, mark items as done, or move work back for rework.
Bulk status updates Update card statuses on multiple cards.

           

Sample Anvi Chat prompts and agents in ProjectPlace

The following tables show examples of prompts and agents you can use as ideas for using Anvi Chat in ProjectPlace. Prompts are single requests sent to Anvi, while agents are collections of up to five Anvi Chat prompts that you can run manually or on a schedule.

Sample prompts for ProjectPlace

The following table shows examples of ProjectPlace-specific prompts you can use for various use cases.

Use case

Sample prompts

Determine work progress and find areas that need attention
  • What needs my attention today across workspaces?
  • Surface items needing immediate attention.
  • What’s the overall health across my workspaces?

Summarize the overall plan and execution
  • Give me a clear summary of where the plan stands today and what is at risk.
  • Summarize workspace/activity/board name progress, card movement, and current status.

Analyze the timeline and find risk insights
  • What dependencies could block progress across my projects?
  • What timeline risks should I worry about in the next 2 weeks?
  • Are any upcoming deadlines unachievable based on current progress?
Analyze dependencies and risks
  • Which dependencies are vulnerable and may cause downstream delays?
  • Show cross-team dependencies not progressing as planned.

Manage resources and workload
  • Are the same people blocking progress in multiple projects?
  • Who is overloaded this week, and how will that impact delivery?
  • Is our current resource allocation enough to meet upcoming milestones?

Compile reports and updates
  • Prepare a concise status update for stakeholders with progress, risks, and actions.
  • Summarize key decisions and changes needed for this plan.
Create and update cards
  • Create a card for “Finalize project plan”, add a description, assign it to me, and set the due date to this Friday.
  • Can you assign "User name” as co-assignee to all cards in the “Marketing communication” activity?
  • Update the description on the “Design review” card to include the new requirements.
Move cards between activities within a board
  • Move all cards from the activity “Marketing communication” to “Campaign Execution” on this board.
Move cards across columns

  • Move the “Client presentation” card to the “Done” column.

  • Advance all cards assigned to me in “In Review” to “Approved”.

  • Move the “Data migration” card back to “In Progress”.
Bulk status updates
  • Mark all cards in this column as complete
  • Move all overdue cards to next sprint

Sample agents for ProjectPlace

The following table shows examples of ProjectPlace-specific agents you can use for various use cases. For more information on agents, see Planview Anvi agents.

Use case

 Prompts in the agent
Summarize the plan and execution
  1. Give me a clear summary of where the plan stands today and what’s at risk for workspace name.
  2. For the same workspace - Summarize the progress, card movement, and current status of this activity/board.
  3. For the same workspace - What’s the overall status of this plan?
  4. For the same workspace - What upcoming milestones could be impacted by current progress?
  5. For the same workspace - Which activities on the critical path might affect timelines?
Review work progress
  1. In workspace name, which deliverables are slipping, and what’s causing the delay?
  2. In the same workspace - Which cards are overdue, blocked, or inactive for too long?
  3. In the same workspace - What items need immediate attention today?
  4. In the same workspace - Which cards/activities are slipping or overdue, and why?
  5. In the same workspace - Which card or activity has been inactive the longest?
Determine the portfolio health and status
  1. Across the selected workspaces, which ones are on track, at risk, or off track, and why?
  2. Which workspaces have key milestones or deliverables slipping?
  3. Which workspaces show recent status changes that need attention?
  4. Which workspaces are blocked or stalled due to unresolved issues?
  5. Which workspaces need immediate intervention today?

           

           

Using the Anvi Activity Risk Summarizer

The Activity Risk Summarizer helps teams quickly understand the health and risk level of an activity without manually reviewing every detail across cards in a board. It analyzes multiple signals—such as planned start date, due date, assignee, card status, comments, and sentiment score—and synthesizes them into a concise, activity-level risk summary. This enables teams to identify potential issues early and focus attention on activities that may require intervention.

After analyzing an activity, the summarizer provides a structured summary that includes the following information:

  • Top Risks Identified: Key risks impacting the activity. These risks are derived from data such as card status, dates, ownership, and sentiment score.
  • Potential Causes: Likely reasons behind the identified risks, such as delays, unresolved dependencies, negative sentiment, or unclear ownership.
  • Mitigation Plan: Suggested actions and recommendations to address or reduce the identified risks.
  • Final Summarization: A concise, overall assessment of the activity’s health and readiness, enabling quick decision-making.

To use the Anvi Activity Risk Summarizer:

  1. On the Boards tool, make sure that you are in either Board view (Board view button) or List view (List view button).
  2. In an activity row (except the No Activity lane), click Anvi button Summarize.

The Summary panel appears with the information described prior to this procedure. You can click regenerate button to regenerate the response or copy button to copy the response.

           

           

Using the Anvi text assistant

When editing a board description or a card description, you can use the Anvi text assistant within the rich text editor to help refine your text descriptions, such as shortening or lengthening the description, making the tone more professional or more casual, translating the text into a supported language, or correcting the grammar.

To use the Anvi text assistant:

  1. Edit a board description or a card description.
  2. In the toolbar of the rich text editor, click Anvi button and select one of the following options:
    • To make the description more concise or longer, click Length > Shorten or Length > Lengthen.
    • To make the description sound more professional or more casual, click Tone > Professional or Tone > Casual.
    • To translate the description into a supported language, click Translate > language (English, French, German, Japanese, Russian, Spanish, or Swedish).
    • To correct any spelling or grammar issues in the description, click Grammar > Correction,
  3. (Optional) To send feedback on the Anvi Preview response, click like icon for positive feedback or dislike icon for negative feedback.
  4. If you are satisfied with the Anvi Preview response, click Replace.
  5. Click Save.

           

           

Using Anvi Sentiment Analysis

To help teams assess the overall health and progress of work, ProjectPlace captures a large amount of unstructured feedback through comments on cards within boards. While these comments contain valuable signals, reviewing and interpreting them across multiple cards and activities can be time-consuming and difficult to quantify.

Anvi Sentiment Analysis uses natural language processing powered by our large-language model to analyze card-level comments and determine whether the expressed sentiment is positive, neutral, or negative. These individual comment sentiments are then aggregated at the plan activity level, providing a consolidated sentiment view across all cards associated with an activity.

The aggregated sentiment score appears an icon with hover text in the Sentiment column in the Plan tool as well as in an activity's detail pane, giving teams a quick, at-a-glance understanding of how work is progressing. By highlighting negative sentiment early, teams can proactively identify potential risks, misalignment, or blockers within activities, enabling faster intervention and more informed decision-making.

With Anvi Sentiment Analysis, the possible sentiment statuses are None, Positive, Neutral, and Negative.

To view and give feedback on the individual Anvi Sentiment Analysis score for a card:

  1. Open the detail pane for a card that has comments.
  2. Click comments button to view the comments.

    The sentiment score appears in the card detail pane as an icon with hover text.

  3. (Optional) To send feedback on the sentiment score, click like icon for positive feedback or dislike icon for negative feedback.

To view the aggregated Anvi Sentiment Analysis score for an activity:

  1. In the Plan tool, locate the Sentiment column or open an activity's detail pane.

    The sentiment score appears as an icon with hover text.

           

           

Anvi data access and permissions in ProjectPlace

Anvi can only see data within ProjectPlace workspaces, boards, and plans.

           

NOTE

Anvi's data access is tied to your user permissions. Anvi can only see, analyze, and interact with data that you have permission to view and edit. If you can't see a workspace, boards, card, or piece of information, Anvi can't see it either. This ensures data security and privacy, as Anvi respects the same access controls as your ProjectPlace user account.

           

The following table shows the ProjectPlace data that Anvi can analyze, depending on your role.

Data type

Project manager

Individual contributor

 Limit
Access CSC product help

Yes

Yes

 None
Read Data  
 

Project/workspace

Yes

Yes

  
 

Activities and milestones in Plan

Yes

Yes

 150 per workspace
 

Boards

Yes

Yes

 200 per workspace
 

Cards

Yes

Yes

 50 per workspace
 

Card metadata

Yes

Yes

 25 per card
 

Comments

Yes

Yes

  
 

Card history

Yes

Yes

  
 

Team members

Yes

Yes

  
  Tags (boards)     100
  Custom fields (boards)     100
Actions  
 

Send email

Yes

Yes

  
  Create card Yes Yes 10 cards at once
  Update cards Yes Yes 10 cards at once

           

           

Requesting a trial for Anvi Chat in ProjectPlace

If you can't access Planview Anvi in ProjectPlace, contact your administrator to ensure that Anvi Chat is enabled and your user role is set to access Anvi chat.

If Anvi Chat is not yet enabled in your ProjectPlace environment, contact your Planview account representative or open a Planview Customer Care support case and request Anvi Chat for your organization with following details:

  • Your account name
  • The environment in which you want Anvi Chat (Sandbox or PROD).
  • Whether you want to enable Anvi Chat for all users or only for specific users.

ProjectPlace must also be added and enabled in Planview Admin.

           

           

Reporting an issue with Planview Anvi

As Planview Anvi Chat is a work in progress, features and content are added and refined as Planview receives feedback from customers.

To report an issue with current Planview Anvi capabilities, you can open a Planview Customer Care support case. Be sure to include details about the affected ProjectPlace Anvi feature and the steps needed to reproduce the issue.

           

           

Prerequisites (Why can't I access Planview Anvi in ProjectPlace?)

If you can't access Planview Anvi in ProjectPlace, contact your administrator to ensure that ProjectPlace has been added and enabled in Planview Admin.