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

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Copilot for Planview AdaptiveWork

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Copilot for Planview Viz

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Copilot for Planview AgilePlace

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Can you use AI to help you understand your data?

Empower 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

Unlike many other tools, Copilot allows you to interact with complex enterprise data using natural language. This reduces the learning curve and makes data accessible to a broader audience within your organization.

Proactive insights and recommendations

Copilot doesn’t just provide data; it delivers proactive insights and personalized recommendations based on decades of Planview expertise.

Embedded Planview expertise

With access to Planview’s extensive best practices and methodologies, Copilot delivers insights informed by industry-leading knowledge. This makes Copilot a trusted advisor for strategic decision-making, setting it apart from generic AI tools.

See how Copilot enables faster, smarter decision-making

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Learn how Planview is helping Parchment improve flow and efficiency.

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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.

Planview solutions empower over 4500 customers and 2.6 million users worldwide