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Planview Anvi, and why we're excited to build with it

Written by Martin Hulbert, Chief Technology Officer, Ignite Technology

I’ve seen a lot of AI features launch across the platforms we work with, and most of them are nice extras. Planview Anvi is one of the ones that actually changes what a portfolio team can do day to day, and I don’t say that lightly.

Anvi sits inside Planview AdaptiveWork and Portfolios and (it used to be called Copilot, in case the name rings a bell). It flags a resourcing problem or a timeline risk early, often well before it would have shown up in the next status meeting.

It lets a portfolio manager ask a question about their own data in plain English and get a straight answer, instead of building a report first. And it can take on a lot of the routine reporting itself, the executive summary, the status update, the stuff that used to eat a Friday afternoon.

Drawing on Real Organisational Context

What makes it genuinely good, rather than just a nice demo, is what it’s built on. Anvi draws on real organisational context, not just a generic model bolted onto your data. Set it up properly, connected to the same governance your portfolio already runs on, and it starts doing something genuinely valuable, surfacing drift and risk while there’s still time to act on it, not after the fact.

That last part, setting it up properly, is where we come in, and it’s the part I’m most excited about. We configure Anvi as part of every Planview implementation we deliver, connecting it across the tools it needs data from and making sure what it surfaces maps to the outcomes your leadership team has already agreed matter.

Done well, that turns Anvi from a helpful assistant into something closer to an early warning system for the whole portfolio, and getting it dialled in properly is real, valuable implementation work.

If you’re already running Planview, or thinking about it, Anvi is one of the best reasons I’ve seen in a while to make sure it’s set up right from day one. That’s exactly what we help with.

Your Next Steps

If you’re already running Planview and want to know what Anvi could realistically do with your current data, that’s a short conversation, not a big commitment. If you’re earlier in the process and still deciding on Planview itself, it’s worth factoring Anvi into that decision from the start rather than adding it on later.

Either way, Ignite can look at your portfolio as it stands today and give you a straight view of what a properly configured Anvi rollout would actually surface for your teams.

Get in touch to arrange a conversation with our team.

Frequently Asked Questions

Planview Anvi is Planview’s built-in AI assistant, designed to work the way a portfolio or delivery team actually thinks rather than as a generic chatbot bolted onto the platform. It flags resourcing problems and timeline risks early, often well before they’d surface in a status meeting, answers plain-language questions about your own portfolio or project data, and takes on the routine reporting that would otherwise eat a chunk of someone’s week.

es. Anvi is the current name for what Planview originally launched as Planview Copilot, the underlying product and capabilities haven’t changed, only the branding.

Anvi is currently built into Planview AdaptiveWork and Planview Portfolios. It isn’t yet available within Planview ProjectPlace.

It flags a resourcing problem or timeline risk early, lets a portfolio manager ask a plain-English question about their own data instead of building a report first, and picks up on team sentiment and stakeholder engagement across project communications, surfacing a disengaged team or a stalling stakeholder relationship before it turns into a missed milestone.

It can genuinely change what a portfolio team can do day to day, but only once it’s properly set up, connected to the same governance structures and organisational context your portfolio already runs on. Implemented well, it becomes an early warning system rather than just a helpful assistant; left as a default, it stays a nice demo.

Ignite Technology is a Tier 1 Planview partner already advising clients on Planview Anvi adoption, not just AdaptiveWork and Portfolios licensing, helping connect Anvi to your existing governance model so it becomes a genuine early-warning system rather than an unused feature. Get in touch to talk through what that looks like for your organisation.

By Martin Hulbert

CTO at Ignite Technology

Martin is a seasoned Chief Technology Officer with over 20 years of diverse industry experience spanning consulting, professional services, oil and gas, finance, aviation, telecoms, and the public sector. Skilled in leading technological strategies, he drives business transformation through innovative solutions, exceeding client expectations and empowering organisations. Currently serving as CTO at Ignite Technology, Martin specialises in consulting, project leadership, technical architecture, and digital transformation, with expertise in areas like automation, database management, infrastructure design, and software development.