Drive faster, smarter decision-making
with Planview Copilot, the AI-powered assistant for connected work
Harness AI to deliver proactive insights and personalized recommendations, empowering your teams to make informed decisions, optimize resources, and adapt to changes in real-time.
Copilot for Planview Portfolios
Watch demoCopilot for Planview AdaptiveWork
Watch demoCopilot for Planview Viz
Watch demoCopilot for Planview AgilePlace
Watch demoEmpower your teams with AI-driven insights for faster, smarter decision-making
Planview Copilot is an AI-powered assistant designed to transform work management by enhancing productivity and improving decision-making across enterprises. In an environment where data is abundant but often inaccessible or siloed, Copilot provides an intuitive solution that empowers users to access and interpret data quickly using natural language queries. With Copilot, project managers, portfolio managers, executives, and transformation leaders can navigate complex data, overcome inefficiencies, and drive strategic initiatives effectively.
How can Copilot help you?
Save time on data gathering and analysis
Quickly access project data using natural language, reducing the time spent on manual data gathering and analysis. Focus on high-impact activities, not on administrative tasks.
Proactively identify and address delivery risks
Surface hidden insights and delivery risks in real-time and take action before issues escalate. Maintain control over project timelines and quality, ensuring successful project outcomes.
Adapt in real-time
With actionable insights and context-aware suggestions, Copilot helps you replan and adapt quickly to changing conditions, keeping your projects on track despite uncertainties.
Optimize resource utilization
Gain insights into resource allocation and utilization. This will enable you to make informed decisions about where to invest resources for the greatest impact, ensuring your portfolio is optimized for efficiency and value creation.
Enhanced strategic decision-making
With access to best practices and historical data, Copilot offers data-driven coaching that helps you prioritize investments and align work with strategic objectives, helping you make decisions that drive business value and reduce risks.
Lower barriers to portfolio management
By embedding intelligence and providing intuitive recommendations, Copilot makes portfolio management more accessible, allowing experienced and newer portfolio managers to manage their portfolios effectively and confidently.
Gain holistic visibility across initiatives
Copilot provides real-time visibility into projects, value streams, and resource health across the organization, enabling you to make strategic decisions with confidence and align resources and initiatives with top-level business goals.
Improve organizational efficiency
By automating time-consuming tasks and providing actionable insights, Copilot streamlines workflows across teams. This leads to a more efficient organization, where teams can focus on strategic initiatives rather than getting bogged down in operational details.
Align strategic objectives
Copilot supports you in bringing different parts of the organization together around consistent strategies, OKRs, and projects, ensuring all teams are working towards common goals and improving overall performance and outcomes.
Facilitate organizational alignment
Copilot helps you bring different teams together by providing a consistent set of insights, recommendations, and strategic alignment across projects and value streams. This is especially important for transformation leaders who need to break down silos and drive cohesive change initiatives.
Drive data-driven Transformation
By leveraging decades of Planview best practices and operational data insights, Copilot empowers you to drive data-driven initiatives, ensuring that change efforts are guided by reliable insights rather than guesswork.
What makes Copilot different from generic AI tools?
Natural language interaction with enterprise data
Proactive insights and recommendations
Embedded Planview expertise
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WHITEPAPER
Using AI increases the success rate of your digital transformation and can produce an additional 15% in revenue.
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ON-DEMAND DEMOS
See Planview Copilot in action.
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BLOG
Read our insights on the Planview Blog and learn how the newest innovations in AI can help enterprises speed time-to-value and deliver better business outcomes.
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More AI-powered Planview Platform capabilities
AI Help
Unlock assistance on-demand with AI Help. Transform your Planview Platform experience with the AI Help in-app interface, providing plain text answers to your questions. Access thousands of pages of customer success center help articles and other product- or solution-specific documentation without ever leaving your screen.
Sentiment Analysis
Understand whether a product, project, or work item is truly on track by analyzing the emotional tone and sentiments of comment and status text as well as computational linguistics behind aggregated comments over time. Use the sentiment scores to reveal positive, neutral, or negative insights and make plan or work pivots before delivery is impacted.
Summarizers
Increase efficiency and productivity across your teams. Turn daily and weekly reporting chores into auto-generated insights. Use AI summarizers to save time, enhance knowledge, and provide actionable information by summarizing risks, issues, and work in progress, and even building release notes with the click of a button.
Optimizations & Simulations
Unlock scenario planning and dive into a realm of ‘what-if’ scenarios and trade-off analyses. Explore multiple avenues to pinpoint the most efficient and effective allocation of your capital and capacity for peak performance and strategic success.