Using Planview Copilot for Planview Portfolios
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 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 Portfolios by:
- 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.
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!
Copilot for Portfolios Capabilities
| Capability | Extension / Assistant | Sample of supported prompts | Limitations |
|---|---|---|---|
| General questions about Portfolios Projects Data | Portfolios Agent | “Which projects is 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-PPL data) | 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?” |
More likely to be triggered when the word “summarize” or something similar is mentioned in the prompt |
| 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 Customer Documentation | CSC Content |
"How can I create a new project?" “How do I get started in Portfolios?” |
Getting started
To use Planview Copilot in Planview Portfolios:
- In Planview Portfolios, navigate to the Portfolio Manager tile on the work Portfolio View screen.
- Click the Planview Copilot icon
on the primary navigation bar to display the Planview Copilot chat window.
Location of the Planview Copilot 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 your message to Planview Copilot.
- To copy the generated response text, 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, take the following actions:
- Click
in the lower-right corner of the response. - In the dialog that appears, rate the response and enter your feedback. Click Rate to submit.
Example of rating and entering feedback for a response
- Click
-
To close Planview Copilot, click
.