Overview

What is Planview Anvi™ and why should I use it?

Planview Anvi is your personal data analytics guide and teammate, a generative AI assistant designed to access, connect, and provide visibility into your organization’s unique data intelligence. Powered by deep real-world expertise and industry best practices and proven across thousands of enterprise teams and projects, Planview Anvi empowers you with trusted guidance, practical next steps, and proven methodologies to tackle challenges and drive real results. Planview Anvi can spots risks, recommend actions, and coordinate initiatives to keep your strategic goals connected to real deliverables that are happening across your organization.

You can easily hold conversations with Planview Anvi using Planview Anvi Chat, Planview's conversational AI chat window, to ask questions about your enterprise data using natural language, providing insights and recommendations that help you make confident, informed, and fast strategic decisions.

Planview Anvi can help all levels of an organization, from teams to executives, achieve the following goals:

The following table provides an overview of the ways in which you can use Planview Anvi. Click a link in the Anvi experience column topic for more information on each.

Anvi experience Description
Planview Anvi Chat A conversational AI chat window that can help your team work smarter, decide faster, and achieve more.
Planview Anvi agents Collections of up to five Anvi Chat prompts that you can run manually or on a schedule that you can create and save in Anvi Chat.
In Planview products For a list of supported Planview products and links to the Anvi capabilities within each product, see the Supported products list.

           

IMPORTANT

Planview Anvi usage is limited to 1,000 questions or agent execution steps per day per user. Usage that significantly exceeds this use or impacts system performance may be subject to additional review and restrictions as determined by Planview in its sole discretion.

           

           

TIPS

           

Supported products

You can use Anvi in the following Planview products and shared capabilities:

           

Anvi pricing

Planview Anvi uses a consumption-based pricing model, similar to other AI solutions in the industry. Anvi subscriptions include a package of credits called Anvi AI Units (AAUs), which measure Anvi usage.

An AAU package contains a specified number of AAUs for a 12-month period. This annual AAU amount is for a customer's entire organization and is shared across all supported Planview products and licensed users for that customer. If you have a multiyear agreement, your AAU balance resets on your contract anniversary date to the full amount in your annual package. Any unused AAUs from the previous year expire on your contract anniversary date and do not carry over.

Administrators can track AAU balances and usage with the Anvi AAU dashboard in Planview Admin.

For more details, see the Planview Anvi pricing FAQ.

Not all Planview Anvi features require an Anvi subscription or use AAUs, as shown in the following table.

Feature Included with supported Planview products Requires Anvi subscription Uses AAUs
Connected Work Graph      
  Connection Graph No Yes Yes
Anvi Chat      
 

Chat about product documentation

Yes

Yes

 No
 

Chat about Planview and third-party data

 No Yes Yes
 

Prompt Library and Agent Library

 No Yes Yes
Agents      
 

Create, modify, and run agents

 No Yes Yes
In-app      
 

Planview.me Insights widget 

 No Yes Yes
 

Connected Work Graph insights 

No

Yes

 Yes

When AAUs are used

           

TIP

While most actions require AAUs, you can chat with Anvi about product help found in the Planview Customer Success Center without an Anvi subscription. And if you have an Anvi subscription, Anvi chats about product help found in the Planview Customer Success Center do not use your AAUs.

           

The following actions use AAUs when the action completes successfully: 

  • Anvi answers a question a user asked via chat that requires access to data other than the product help in the Planview Customer Success Center. 
  • Anvi executes a step in an agent. Note that every step in an agent requires AAUs. 
  • Anvi refreshes the data of an in-app feature, such as a widget.

           

NOTES

  • If Anvi encounters a system error while generating the response to the user, no AAUs are used for that response.
  • The number of thinking steps that Anvi takes does not use additional AAUs.

           

Successful Anvi actions

Anvi actions are considered to be completed successfully after all of the following have steps are successful:

  • Anvi receives and processes your request.
  • All required systems, tools, and third-party APIs complete their execution without a system-level error.
  • Anvi returns a response to you.

Examples of unsuccessful Anvi actions

Anvi actions are considered to be not completed successfully when Anvi encounters a system-level error, include but not limited to the following scenarios:

  • Internal server errors (such as an HTTP 500 response from an Anvi component).
  • Failures of required APIs or tools that prevent a response from being generated with all the necessary data.
  • Other technical issues that cause the request to fail or be generated with incomplete data.

Examples of AAU usage

The following table describes scenarios that use AAUs.

Scenario AAUs used
A user asks Anvi a question via chat. Anvi responds with three thinking steps and generates a response. 1 AAU
A user creates and schedules a five-step agent to run every Monday at 9:00 AM. 5 AAUs every Monday (1 AAU for each step in the agent)
A user refreshes the Planview.Me Insights widget. 1 AAU

           

IMPORTANT

  • Anvi provides automated responses generated by an AI system and does not guarantee accuracy, completeness, or suitability for any specific purpose.
  • Credits are charged based solely on successful processing, not on customers' subjective evaluations of the responses.
  • By using Anvi, you acknowledge and agree to this credit usage model.

            

           

           

Staying informed

  • Webinars: Learn about features releasing in our monthly releases or upcoming features on our roadmap. You will also learn about other activities and timelines such as active Inner Circles or Planview Labs programs. Look for upcoming webinars or browse the Planview Webinar archive.
  • Planview Inner Circles: The Planview Inner Circle program is one of the key ways that Planview Product Management collaborates with customers to deliver great products. As part of the Inner Circle program, you work with the Product Manager and other customers through the design and development process to understand scope, contribute to priorities and provide feedback. Look through and register for the Active Inner Circle(s) that are right for you.
  • Planview Labs Program: Planview Labs is an early access program for testing and providing feedback about new, potential capabilities that the Planview product teams are considering for the future. Look through and register for the active Labs Program that you are interested to try.
  • Planview UX Research Labs: UX research studies help us learn directly from you about your pain points so we can develop features that best meet the needs of you and your teams. You also get to check out the latest features being considered for our products, give feedback, and help us shape the next iteration of the Planview platform.
  • Online community: Engage in conversations, discover solutions, exchange product concepts, and foster cooperation within our growing Planview customer community.

           

           

Reporting an issue with Planview Anvi

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 Anvi feature and the steps needed to reproduce the issue.

           

           

Data security and privacy with Planview Anvi

The following links contain details about data security and privacy policies and practices with Planview Anvi: