Using Planview Anvi for Planview Portfolios

How does Planview Anvi^™ work with Planview Portfolios?

Planview Anvi works with Planview Portfolios in the following ways:

Analyzing work portfolio data for anomalies, risks, and other data points that are related to a user's questions.
Producing hypothetical scenarios and presenting suggestions and recommendations for next steps based on project, program, and portfolio best practices from across the industry.
Responding to questions using Planview's Customer Success Center content as its foundation.

TIP

For more information about Planview Anvi, see planview.com/ai.

You can also join a Planview Anvi Inner Circle to learn more about how we are evolving Planview Anvi.

Capability	Extension/Assistant	Examples of supported prompts	Notes
General questions about Planview Portfolios project data	Portfolios Agent	“Which projects are expected to be completed next month?” “Which active project has the most resources assigned to it?” “Count the number of active projects by status.” “What projects should I worry about?” “What is the general health of this portfolio?”
Generate a project status report using Planview Portfolios project data (below the primary planning level [PPL])	Status Report	“Provide me a financial status report for Project Alpha.” “Summarize Project Delta's scheduling status.”
Ask questions about work items for a project	Work Tasks Agent	“Summarize all the sub-tasks within project 1.” “Are any high priority children work items blocked?”	Using the word summarize or a similar word in the prompt can help you get better-refined answers.
Ask questions about project-level assignments for a portfolio	Projects Assignments Agent	“What project is Ben Hood assigned to?” “Is Kasey Fu assigned to too many projects?”
Answer from Planview Portfolios customer documentation	CSC Content	"How can I create a new project?" “How do I get started in Portfolios?”

To use Planview Anvi in Planview Portfolios:

In Planview Portfolios, navigate to the Portfolio Manager tile on the work Portfolio View screen.
On the primary navigation bar, click to open the Planview Anvi chat window.

Location of the Planview Anvi icon
Click to adjust the font size or to switch the color mode between light and dark.
In the What can I answer for you? box, enter the text you want to send to Planview Anvi.
To copy the response text you receive, click in the lower-right of the chat window. You can then paste the copied response into other documents or messages.
To provide feedback on a response:
1. Click the Like or Dislike icon in the bottom-right corner of the response.
2. To provide additional details, click Tell us more.
3. In the dialog that appears, enter the reason for your response and/or select all of the feedback options that apply, and then click Send.
To close the Planview Anvi chat window, click .

If you can't access Planview Anvi in Planview Portfolios, contact your administrator to ensure that the following prerequisites are met.

The following features must be enabled on your user role.

Planview Portfolios must be added and enabled in Planview Admin.
You must be viewing the Portfolio Manager tile on the work Portfolio View screen.