Using Planview Copilot for AdaptiveWork

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What is 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 Planview Copilot to ask questions about your enterprise data using natural language. Gain insight, receive recommendations, and take action. Think of Planview Copilot as your personal data analytics expert ensuring you make confident, informed, and fast strategic decisions.

Why Planview Copilot?

Planview Copilot can help:

Accelerate Delivery Speed
Boost Productivity
Reduce Business Risk

It does this in Planview AdaptiveWork by:

Interpreting project data to discover anomalies and validate data accuracy.
Providing actionable insights for teams to proactively mitigate risks and improve planning and delivery.
Providing managers and directors with project summaries and reports that look into custom fields and project information.

NOTE

For more information regarding Planview’s AI strategy and how Planview Copilot fits into the overarching AI story, visit www.planview.com/platform/ai to learn about our AI strategy, watch a demo, and request an AI executive briefing.

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

AdaptiveWork Copilot Capabilities

Capability	Extension / Assistant	Sample of supported prompts	Limitations
Analyze project data	AW Agent	“Which projects are expected to be completed next month?” “What should I be worried about in this Portfolio?”	Can only look at high level project data.
Summarize project status details	AW Project Status	“What is the overall status of Alpha project?” “Summarize my most critical project in a report.”	Will summarize the project details, but needs a specific prompt to trigger it. Most notably is using the word “summarize.”
Answer from AdaptiveWork Customer Documentation	AW CSC Agent	"How do I create a project from a template?

Capability

Extension / Assistant

Sample of supported prompts

Limitations

Analyze project data

AW Agent

“Which projects are expected to be completed next month?”

“What should I be worried about in this Portfolio?”

Can only look at high level project data.

Summarize project status details

AW Project Status

“What is the overall status of Alpha project?”

“Summarize my most critical project in a report.”

Will summarize the project details, but needs a specific prompt to trigger it. Most notably is using the word “summarize.”

Answer from AdaptiveWork Customer Documentation

AW CSC Agent

"How do I create a project from a template?