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Getting Started with Anvi in ProjectPlace

Getting Started with Anvi in 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.

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.

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.

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

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
Access CSC product help		Yes	Yes
Read Data
	Project/workspace	Yes	Yes
	Plan	Yes	Yes
	Boards	Yes	Yes
	Cards	Yes	Yes
	Card metadata	Yes	Yes
	Comments	Yes	Yes
	Card history	Yes	Yes
	Team members	Yes	Yes
Actions
	Send email	Yes	Yes

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 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.