{"id":36690,"date":"2025-04-04T14:57:14","date_gmt":"2025-04-04T19:57:14","guid":{"rendered":"https:\/\/planview1s.wpengine.com\/?page_id=36690"},"modified":"2025-10-13T11:04:39","modified_gmt":"2025-10-13T16:04:39","slug":"faq","status":"publish","type":"page","link":"https:\/\/www.planview.com\/ai\/faq\/","title":{"rendered":"FAQ"},"content":{"rendered":"<section class=\"generic \">\n  <section class=\"hero-anvi\">\n    <div class=\"container\">\n        <div class=\"inner\">\n          <h1 class=\"l1-heading\">Planview Anvi<sup>TM<\/sup> FAQ<\/h1>\n        <\/div>\n    <\/div>\n<\/section>\n  <dialog id=\"demoModal\">\n    <div class=\"modalWrapper\">\n        <div class=\"modal-header\">\n            <span class=\"icon-times-regular modal-close\"><\/span>\n        <\/div>\n        <div class=\"modal-content\">\n             <div class=\"grid-container\">\n                <div class=\"grid-item grid-item-top\">\n                     <img decoding=\"async\" src=\"https:\/\/media.planview.com\/wp-content\/uploads\/2025\/10\/Anvi@2x.png\"\/>\n                  <h3 class=\"l3-heading\">Planview Anvi Overview<\/h3>\n                  <a href=\"https:\/\/info.planview.com\/planview-copilot-_demo-on-demand_plt_en_reg.html\" target=\"_blank\" class=\"button secondary large\">Watch Demo<\/a>\n                  \n                <\/div>\n                <div class=\"grid-item\">\n                  <img decoding=\"async\" src=\"https:\/\/media.planview.com\/wp-content\/uploads\/2024\/11\/copilot-portfolios.png\"\/>\n                  <h3 class=\"l3-heading\">Anvi for Planview Portfolios<\/h3>\n                  <a href=\"https:\/\/info.planview.com\/Copilot-Portfolios-demo-_demo-on-demand_sp_en_reg.html\" target=\"_blank\" class=\"button secondary large\">Watch Demo<\/a>\n                  \n                <\/div>\n                <div class=\"grid-item\">\n                     <img decoding=\"async\" src=\"https:\/\/media.planview.com\/wp-content\/uploads\/2024\/11\/copilot-viz.png\"\/>\n                  <h3 class=\"l3-heading\">Anvi for Planview Viz<\/h3>\n                  <a href=\"https:\/\/info.planview.com\/Copilot-Viz-demo-_demo-on-demand_vsm_en_reg.html\" target=\"_blank\" class=\"button secondary large\">Watch Demo<\/a>\n                  \n                <\/div>\n                <div class=\"grid-item\">\n                     <img decoding=\"async\" src=\"https:\/\/media.planview.com\/wp-content\/uploads\/2024\/11\/copilot-adaptivework.png\"\/>\n                  <h3 class=\"l3-heading\">Anvi for Planview AdaptiveWork<\/h3>\n                  <a href=\"https:\/\/info.planview.com\/Copilot-AdaptiveWork-demo-_demo-on-demand_prm_en_reg.html\" target=\"_blank\" class=\"button secondary large\">Watch Demo<\/a>\n                  \n                <\/div>\n                <div class=\"grid-item\">\n                     <img decoding=\"async\" src=\"https:\/\/media.planview.com\/wp-content\/uploads\/2024\/11\/copilot-agileplace.png\"\/>\n                  <h3 class=\"l3-heading\">Anvi for Planview AgilePlace<\/h3>\n                  <a href=\"https:\/\/info.planview.com\/Copilot-AgilePlace-demo-_demo-on-demand_lad_en_reg.html\" target=\"_blank\" class=\"button secondary large\">Watch Demo<\/a>\n                  \n                <\/div>\n              <\/div>\n        <\/div>\n        <\/div>\n    <\/dialog>\n<script>\n(function() {\n  \/\/ Modal functionality\n  document.addEventListener('DOMContentLoaded', function() {\n    var demoModal = document.getElementById('demoModal');\n    var modalOpen = false;\n    \n    \/\/ Check if modal exists\n    if (!demoModal) {\n      console.warn('Modal element #demoModal not found');\n      return;\n    }\n    \n    \/\/ Find and bind modal open buttons\n    var modalOpenBtns = document.querySelectorAll('[href=\"#demoModal\"]');\n    if (modalOpenBtns.length > 0) {\n      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class=\"container\">\n  <h2 class=\"l2-heading\">AI and Machine Learning Questions<\/h2>\n  <hr class=\"stubby\">\n  <div class=\"faqs\">\n    <div class=\"item\">\n      <h3 class=\"l4-heading\">What Artificial Intelligence features exist on the Planview Platform?<\/h3>\n      <p>Planview scores the sentiment, or emotional tone, of comments, project status summaries, and other free text fields. We generate insights and recommend actions on projects, portfolios, objectives, and project staffing. We suggest improvements to descriptions, comments, and other user-supplied fields. We calculate statistics on work completion and use the resulting data to estimate completion of in-progress items.<\/p>\n    <\/div>\n    \n    <div class=\"item\">\n      <h3 class=\"l4-heading\">What is Planview Anvi?<\/h3>\n      <p>Planview Anvi is Planview&#8217;s AI-powered solution that helps organizations connect strategy to delivery by providing expert guidance and intelligent actions tailored to how you get work done. Drawing on deep domain expertise, proven methodologies, and contextual intelligence from your ecosystem of work management tools, Anvi enables teams to prioritize initiatives, surface risks and opportunities, automate manual tasks, and orchestrate complex workflows &#8211; all with ease and confidence.<\/p>\n    <\/div>\n    \n<div class=\"item\">\n      <h3 class=\"l4-heading\">How does Anvi work?<\/h3>\n  <ul>\n<li>Understands your business context by connecting data across all your work management tools, revealing critical insights and cross-portfolio dependencies.<\/li>\n<li>Proactively identifies risks, dependencies, and opportunities for optimization throughout your organizational ecosystem.<\/li>\n<li>Makes AI easy and simple to use &#8211; delivering capabilities directly in Planview applications or through conversational chat for easy access and on-demand help or action.<\/li>\n<li>Enables customization and automation at any level, from quick-start pre-built agents to advanced custom agents for complex workflows.<\/li>\n  <\/ul>\n<p>What sets Anvi apart is its specialized knowledge of connecting strategy to delivery &#8211; interpreting the meaning behind your projects, portfolios, and processes to deliver contextual insights and actions. Anvi meets strict enterprise security standards, and your data is never used for generative AI training.\nWhether embedded in daily workflows or accessed through conversational chat, Planview Anvi acts as a strategic partner, bringing intelligence that understands your business and helps drive meaningful outcomes.<\/p>\n    <\/div>\n    \n    <div class=\"item\">\n      <h3 class=\"l4-heading\">What data does Planview use for AI and ML features?<\/h3>\n      <p>Planview utilizes application content data such as project information, activities, tasks, comments, status fields, and related metadata to generate insights. This data is used solely to enhance your experience with Planview products.<\/p>\n    <\/div>\n    \n    <div class=\"item\">\n      <h3 class=\"l4-heading\">Is my data used to train AI models for other customers?<\/h3>\n      <p>No. Planview does not use your data to train or fine-tune models for other customers. When a model requires training, they are trained customer-by-customer, so your data is only used to improve the insights we deliver to you and your colleagues. In addition, we do not build or fine-tune foundation large language models with customer data, and neither will any model providers we employ.<\/p>\n    <\/div>\n    \n    <div class=\"item\">\n      <h3 class=\"l4-heading\">How does Planview protect my data when using AI features?<\/h3>\n      <p>We take several measures to protect your data:<\/p>\n        <ul>\n          <li>Data is encrypted in storage, transit, and backups<\/li>\n          <li>Data used by sub-processors is immediately discarded after sending a response<\/li>\n          <li>Sub-processors do not train on or analyze your data<\/li>\n          <li>We review data-handling policies of sub-processors annually<\/li>\n          <li>Our products comply with SOC 2, ISO 27001, and ISO 27701 standards<\/li>\n        <\/ul>\n    <\/div>\n    \n    <div class=\"item\">\n      <h3 class=\"l4-heading\">Does Planview remove personal information from data used for AI?<\/h3>\n      <p>Yes, we strive to ensure data used for AI\/ML does not include personal identifying information (PII) by:<\/p>\n        <ul>\n          <li>Excluding fields like IP addresses, phone numbers, and email addresses<\/li>\n          <li>Stripping PII from comment fields and activity names when possible<\/li>\n          <li>Using pseudonymization for use cases that involve user-level processing<\/li>\n        <\/ul>\n        <p>In the case of Anvi, personal nouns may be sent to the LLM so that questions like &#8220;What is Joel T working on?&#8221; can be answered, even when the person&#8217;s complete or exact name is not provided.<\/p>\n    <\/div>\n    \n    <div class=\"item\">\n      <h3 class=\"l4-heading\">Can my company opt out of AI\/ML features?<\/h3>\n      <p>Yes, you can opt out of AI\/ML features by contacting your Planview Customer Service Manager. Please note that opting out will remove all AI and ML-driven features such as Planview Anvi and sentiment analysis from your product configuration.<\/p>\n    <\/div>\n    \n    <div class=\"item\">\n      <h3 class=\"l4-heading\">What about cross-customer insights using my company data?<\/h3>\n      <p>Planview generates cross-customer insights using aggregated, anonymized data to provide benchmarks and best practices, sharing these insights via our applications, blog posts, and white papers. You can opt out of cross-customer data processing while still benefiting from AI features that use only your data. To opt out, submit a request through the <a href=\"https:\/\/info.planview.com\/pv-cross-customer-data-ai-optout-verify-en.html\">cross-customer consent form<\/a>.<\/p>\n    <\/div>\n    \n    <div class=\"item\">\n      <h3 class=\"l4-heading\">How long does Planview retain questions asked through AI assistants, including Planview Anvi?<\/h3>\n      <p>Questions asked through Planview AI assistants (including Planview Anvi) may be retained along with model responses for quality-control purposes for up to six months.<\/p>\n    <\/div>\n  <\/div>\n<\/div> \n<\/section>\n\n<section class=\"generic privacy-section\">\n  <div class=\"container\">\n  <h2 class=\"l2-heading\">Data Privacy Questions<\/h2>\n  <hr class=\"stubby\">\n  <div class=\"faqs\">\n    <div class=\"item\">\n      <h3 class=\"l4-heading\">What types of personal data does Planview process?<\/h3>\n      <p>Elements of personally identifiable information are stored and processed by Planview products. Details of PII and processing activities are stated in Planview&#8217;s Data Privacy Statement and Data Processing Agreement.<\/p>\n    <\/div>\n    \n    <div class=\"item\">\n      <h3 class=\"l4-heading\">Does Planview handle financial data or health information?<\/h3>\n      <p>No, Planview products do not require financial data, cardholder information, or personal health information, and thus are not PCI-DSS certified or HIPAA compliant.<\/p>\n    <\/div>\n    \n    <div class=\"item\">\n      <h3 class=\"l4-heading\">What happens to my data after contract termination?<\/h3>\n      <p>All customer data is deleted at the earliest convenience, and no longer than six months, after contract termination unless you specify a different timeframe. Written assurance of deletion or destruction will be provided upon request to the Data Privacy Officer (DPO).<\/p>\n    <\/div>\n    \n    <div class=\"item\">\n      <h3 class=\"l4-heading\">What is Planview&#8217;s service level commitment?<\/h3>\n      <p>Planview services are available 24\/7\/365, with a commitment of 99.8% uptime. For information about scheduled downtime and remedies for uptime below 99.8%, refer to our Service Level Agreement.<\/p>\n    <\/div>\n    \n    <div class=\"item\">\n      <h3 class=\"l4-heading\">Where can I find more information about Planview&#8217;s data privacy policies?<\/h3>\n      <p>For complete information about our data handling and privacy policies, please visit <a href=\"\/trust\/privacy\/\">www.planview.com\/trust\/privacy\/<\/a> and review our Data Processing Agreement at <a href=\"\/legal\/agreements\/#dpa\">www.planview.com\/legal\/agreements\/#dpa<\/a>.<\/p>\n    <\/div>\n  <\/div>\n<\/div>\n\n \n<\/section>\n\n<section class=\"bs-footer \">\n  <div class=\"container\">\n    <div class=\"card-grid\">\n              <div class=\"card\">\n                    <img src=https:\/\/media.planview.com\/wp-content\/uploads\/2024\/05\/circle-play.png loading=\"lazy\" class=\"icon\"><\/img>\n                    <h2 class=\"l2-heading\">See Planview in action<\/h2>\n          <hr class=\"stubby\"\/>\n                    <p class=\"text\">Browse our library of on-demand demos and free trials and see how Planview can help you drive successful transformation and pivot at speed.<\/p>\n                    <a href=\"\/demos\/\" class=\"button primary large\" target=\"_blank\" rel=\"noopener noreferrer\">Browse Demos and Free Trials<\/a>\n        <\/div>\n              <div class=\"card\">\n                    <img src=https:\/\/media.planview.com\/wp-content\/uploads\/2024\/05\/user-headset.png loading=\"lazy\" class=\"icon\"><\/img>\n                    <h2 class=\"l2-heading\">Contact us<\/h2>\n          <hr class=\"stubby\"\/>\n                    <p class=\"text\">We\u2019re here to help you take the next step in your business and digital transformation journey. Reach out and let us know how we can help.<\/p>\n                    <a href=\"\/contact-us\/\" class=\"button primary large\" target=\"_blank\" rel=\"noopener noreferrer\">Contact Us<\/a>\n        <\/div>\n          <\/div>\n  <\/div>\n<svg width=\"2026\" height=\"343.5\" viewBox=\"0 0 2026 343.5\" fill=\"none\" xmlns=\"http:\/\/www.w3.org\/2000\/svg\">\n    <g clip-path=\"url(#clip0_9810_1538)\">\n        <path d=\"M1013 687C1572.46 687 2026 536.792 2026 351.5C2026 166.208 1572.46 16 1013 16C453.536 16 0 166.208 0 351.5C0 536.792 453.536 687 1013 687Z\" fill=\"#CCCCCC\"\/>\n        <path d=\"M2025.5 335.5C2025.5 381.603 1997.29 425.604 1946.09 465.698C1894.89 505.788 1820.77 541.912 1729.14 572.26C1545.89 632.952 1292.69 670.5 1013 670.5C733.306 670.5 480.112 632.952 296.858 572.26C205.228 541.912 131.113 505.788 79.9148 465.698C28.7108 425.604 0.5 381.603 0.5 335.5C0.5 289.397 28.7108 245.396 79.9148 205.302C131.113 165.212 205.228 129.088 296.858 98.7403C480.112 38.0477 733.306 0.5 1013 0.5C1292.69 0.5 1545.89 38.0477 1729.14 98.7403C1820.77 129.088 1894.89 165.212 1946.09 205.302C1997.29 245.396 2025.5 289.397 2025.5 335.5Z\" stroke=\"#E2251B\"\/>\n    <\/g>\n    <defs>\n        <clipPath id=\"clip0_9810_1538\">\n            <rect width=\"2026\" height=\"343.5\" fill=\"white\"\/>\n        <\/clipPath>\n    <\/defs>\n<\/svg>\n\n<\/section>","protected":false},"excerpt":{"rendered":"","protected":false},"author":26206,"featured_media":0,"parent":35551,"menu_order":0,"comment_status":"closed","ping_status":"closed","template":"","meta":{"_acf_changed":true,"_themeisle_gutenberg_block_has_review":false,"footnotes":""},"class_list":["post-36690","page","type-page","status-publish","hentry"],"acf":[],"yoast_head":"<!-- This site is optimized with the Yoast SEO plugin v26.9 - https:\/\/yoast.com\/product\/yoast-seo-wordpress\/ -->\n<title>Planview Anvi FAQ<\/title>\n<meta name=\"description\" content=\"Get your most common questions about Planview Anvi answered here.\" \/>\n<meta name=\"robots\" content=\"index, follow, max-snippet:-1, max-image-preview:large, max-video-preview:-1\" \/>\n<link rel=\"canonical\" href=\"https:\/\/www.planview.com\/ai\/faq\/\" \/>\n<meta property=\"og:locale\" content=\"en_US\" \/>\n<meta property=\"og:type\" content=\"article\" \/>\n<meta property=\"og:title\" content=\"Planview Anvi FAQ\" \/>\n<meta property=\"og:description\" content=\"Get your most common questions about Planview Anvi answered here.\" \/>\n<meta property=\"og:url\" content=\"https:\/\/www.planview.com\/ai\/faq\/\" \/>\n<meta property=\"og:site_name\" content=\"Planview\" \/>\n<meta property=\"article:publisher\" content=\"https:\/\/www.facebook.com\/PlanviewCo\/\" \/>\n<meta property=\"article:modified_time\" content=\"2025-10-13T16:04:39+00:00\" \/>\n<meta property=\"og:image\" content=\"https:\/\/media.planview.com\/wp-content\/uploads\/2020\/01\/social-planview-rebrand-min.jpg\" \/>\n\t<meta property=\"og:image:width\" content=\"400\" \/>\n\t<meta property=\"og:image:height\" content=\"400\" \/>\n\t<meta property=\"og:image:type\" content=\"image\/jpeg\" \/>\n<meta name=\"twitter:card\" content=\"summary_large_image\" \/>\n<meta name=\"twitter:image\" content=\"https:\/\/media.planview.com\/wp-content\/uploads\/2020\/01\/social-planview-rebrand-min.jpg\" \/>\n<meta name=\"twitter:site\" content=\"@Planview\" \/>\n<script type=\"application\/ld+json\" class=\"yoast-schema-graph\">{\"@context\":\"https:\/\/schema.org\",\"@graph\":[{\"@type\":\"WebPage\",\"@id\":\"https:\/\/www.planview.com\/ai\/faq\/\",\"url\":\"https:\/\/www.planview.com\/ai\/faq\/\",\"name\":\"Planview Anvi FAQ\",\"isPartOf\":{\"@id\":\"https:\/\/www.planview.com\/#website\"},\"datePublished\":\"2025-04-04T19:57:14+00:00\",\"dateModified\":\"2025-10-13T16:04:39+00:00\",\"description\":\"Get your most common questions about Planview Anvi answered here.\",\"breadcrumb\":{\"@id\":\"https:\/\/www.planview.com\/ai\/faq\/#breadcrumb\"},\"inLanguage\":\"en-US\",\"potentialAction\":[{\"@type\":\"ReadAction\",\"target\":[\"https:\/\/www.planview.com\/ai\/faq\/\"]}]},{\"@type\":\"BreadcrumbList\",\"@id\":\"https:\/\/www.planview.com\/ai\/faq\/#breadcrumb\",\"itemListElement\":[{\"@type\":\"ListItem\",\"position\":1,\"name\":\"Home\",\"item\":\"https:\/\/www.planview.com\/\"},{\"@type\":\"ListItem\",\"position\":2,\"name\":\"Planview Anvi &#8211; 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