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Planview Customer Success Center

Using Planview Copilot in Viz

Using Planview Copilot

Planview Copilot is a generative AI assistant designed to access, connect, and provide visibility into your organization’s unique data intelligence. Easily converse with Copilot to ask questions about your enterprise data using natural language. Gain insight, receive recommendations, and take action. Think of Planview Copilot like your personal data analytics expert ensuring you make confident, informed, and fast strategic decisions.

Why Planview Copilot?

Planview Copilot empowers everyone from the team room to the Boardroom by helping to:

  • Accelerate Delivery Speed
  • Boost Productivity
  • Reduce Business Risk

It does this in Planview Viz by:

  • Interpreting Flow Metrics and providing actionable insights for a team to mitigate risks and friction.
  • Interpreting data across multiple values streams within a single portfolio, which will help PMs and Engineering Directors identify key areas to focus their attention on.
  • Providing access to all the Success Center content, Flow Methodology, Project to Product concepts, and resources Planview has to offer.



For more information regarding Planview’s AI strategy and how Planview Copilot fits into the overarching AI story, visit There you can learn about our AI strategy, watch a Copilot demo, and request an AI Executive Briefing.

Additionally, customers will have the option to join a Planview Copilot Inner Circle if they would like to learn more about what we are building!


Getting Started

  1. In Viz, find the Planview Copilot icon in the top-right of the navigation bar.
  2. Click on the icon to display the Copilot chat window.
  3. Click the three-dot icon in the top-right to switch between light and dark mode and adjust the font size.
  4. In the text box at the bottom of the Copilot chat window, write your message to Copilot.
  5. To provide feedback on a response:
    1. Click the icon to the bottom-right of the response.
    2. In the pop-up window, rate the response and provide your feedback and click Rate to submit. For example, if you didn’t like an answer, you can do this: