Getting Started with Anvi in ProjectPlace
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.
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.
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 for ProjectPlace
To use Planview Anvi Chat in ProjectPlace:
- In the toolbar, click
to open the Planview Anvi Chat window. - In the What can I do for you? box, enter the text you want to send to Anvi Chat.
- Click Send.
You can use prompts and agents to interact with Anvi Chat. See Planview Anvi Chat for an overview, general details, and procedures.
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:
- On the Boards tool, make sure that you are in either Board view (
) or List view (
). - In an activity row (except the No Activity lane), click Summarize.
The Summary panel appears with the information described prior to this procedure. You can click 
to regenerate the response or 
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:
- Edit a board description or a card description.
- In the toolbar of the rich text editor, click 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,
- (Optional) To send feedback on the Anvi Preview response, click
for positive feedback or 
for negative feedback. - If you are satisfied with the Anvi Preview response, click Replace.
- 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:
- Open the detail pane for a card that has comments.
- Click
to view the comments.
The sentiment score appears in the card detail pane as an icon with hover text.
-
(Optional) To send feedback on the sentiment score, click
for positive feedback or for negative feedback.
To view the aggregated Anvi Sentiment Analysis score for an activity:
- 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.