Meet Planview Anvi^TM

Get on-demand instant access to insights, recommendations, and actions across your work ecosystem through intuitive conversation.

• Contextual Recommendations

  Receive intelligent suggestions and next-step guidance based on your current conversation, role, and organizational context.

• Best Practice Guidance

  Tap into embedded domain expertise to get recommendations on processes, methodologies, and organizational improvements.

• Strategic Planning Assistance

  Get expert guidance on portfolio prioritization, resource allocation, and strategic decision-making.

• Pre-built Questions and Prompts

  Access common use case prompts to quickly get insights on performance, risks, capacity, and strategic alignment without starting from scratch.

• Natural Language Interaction

  Ask questions about any aspect of your work using natural language and get instant insights and recommendations.

• Intelligent Actions

  Update projects, generate status reports, create executive summaries, and more - all on-demand.

Easily create agents that can be tailored to your specific workflows, executing complex sequences of analysis and actions while learning from your organizational patterns and preferences.

• Prebuilt Agents & Templates

  Get started quickly with ready-to-use agents for key tasks and scenarios like portfolio insights, resource planning, status reporting, and more – easily customized to fit your organization’s workflows.

• Custom Design

  Design custom agents by linking multiple prompts and actions into tailored sequences that handle your organization's unique analytical and coordination requirements.

• Scheduled Intelligent Workflows

  Create automated workflows that execute on your preferred schedule, delivering consistent insights, reports, and actions within the parameters and guardrails you define.

• Smart Process Automation

  Enable agents to seamlessly coordinate communications, update project statuses, and manage routine administrative tasks across your work ecosystem with intelligent precision.

• Integrated Organizational Context

  Provide agents guidance with your company's specific documents, processes, and guidelines so they make decisions and recommendations aligned with your unique business practices.

• Conversational Intelligence Summaries

  Generate executive briefings, team standups, and project overviews, saving hours of manual reporting.

Planview’s Data Fabric seamlessly connects and contextualizes information from across your organization’s entire technology ecosystem, integrating business-wide data to power trustworthy AI insights and recommendations at every level.

• Contextual Data Understanding

  Provides semantic meaning behind your data, so AI understands what work items, relationships, and patterns represent in your business context

• Cross-System Pattern Recognition

  Identifies dependencies, risks, and opportunities that span multiple tools and platforms through unified data structures

• Integrated Intelligence

  Brings together native Planview data and information from 60+ connectors to leading third-party business and work management applications - delivering comprehensive visibility and actionable insights across your entire work ecosystem.

Enterprise-grade data protection and transparent AI operations ensure your sensitive business information remains secure while providing visibility into how AI-driven recommendations and insights are generated.

• Enterprise Security Standards

  SOC 2 Type II, ISO 27001, and ISO 27701 audited and certified infrastructure with end-to-end encryption protects your data at every level

• Regional Data Residency

  Data is stored and processed within your region with full GDPR compliance and right-to-be-forgotten capabilities for global regulatory requirements

• Data Privacy Protection

  Customer data is never used to train generative AI models, ensuring your proprietary business information stays completely private.