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Planview Customer Success Center

IdeaPlace User Guide

Welcome to IdeaPlace! This guide will walk you through everything you need to begin contributing to your organization’s challenge(s). Additionally, some topic titles are clickable links to a more expanded treatment of the concept in the Planview Customer Success Center’s online help.



For the clickable blue topic links below, make sure you click on the ">" next to the topic title first, to stay on this page.


Below is a downloadable PDF of this guide is for users new to IdeaPlace. Just click the image and it will appear in a new window. Happy innovating!



Innovation Portal

This is your main community, to which you will receive a link. It will take you to the either the IdeaPlace Home page or your Challenge Home page.



IdeaPlace Home page

In the figure below, you will see various areas called out on the IdeaPlace Home page. When you log in, you’ll see one or more Challenges, where you can post your own ideas in response to the Challenge Question. This Home page (Figure 1) has a Welcome area (large red rectangle) above several challenges listed below it (Figure 2).


Figure 1 – Upper part of IdeaPlace Home page




You’ll see one or more Challenges upon login (Figure 2). Click anywhere on a Challenge (large outline in green) to View, Post, Comment or Vote on Ideas in that Challenge


Figure 2 – Middle part of IdeaPlace Home page



Figure 3 – Activity and Trending widgets on lower part of IdeaPlace Home page




Challenge Home page

When you click on a Challenge, you’ll be taken to its Home page. Click in the idea entry field to type your Idea title then click the Continue button.



Figure 4 - A Challenge and its various counters, icons, and idea entry field, with existing ideas listed below.



View Ideas page

When you click Ideas in the menu bar on a Challenge Home page (green outline), you’ll be taken to the View Ideas page, where you can filter, sort, and search existing ideas.



Figure 5 – View Ideas page


  1. Challenge Home.
  2. Click Ideas on the top menu bar.

Also see View Idea/Idea Detail page.




As of December of 2021, when a user accesses the View Ideas page, the default number of ideas that display increased from to 27. Previously, it was a setting that capped the display to 9 ideas. This setting update is applied across the instance and will be the same in all challenge events.




Posting an Idea

You can post an idea on the Challenge Home page. Additionally, you can Save a Draft of your idea and Publish it later. Enter the Idea Title on the Challenge Home page in the “call to action” field. (Figure 6).

Call 2 Action.png

Figure 6 – Enter your Idea Title in the “call to action” field (in green)



Figure 7 – Select idea image, enter idea details, and choose a category




Save Draft of Idea

If you are not ready to submit your idea, just click the Save Draft button at the bottom of the Idea entry page. You can always finish it later by going to My Profile (Figure 17).  You will see your name in the upper right corner of each page in IdeaPlace. This is a link to view your profile, where you can submit draft ideas and manage your notifications.


Figure 8 – Save a Draft or Post Idea right away



Publish Idea

When you’re ready to Publish your Draft Idea, navigate to it and click Publish on the Idea Detail page (Figure 8, blue button).



View Challenge Timeline

The View Timeline link on the Challenge Home page displays phases, phase descriptions, activities, etc. that occur during a challenge. Ideas move through predetermined phases in a challenge, where you can comment on them, vote for them, and where they’re reviewed and potentially selected as the winning idea.


Figure 9 – Click the View Timeline link on Challenge Home page (upper green box)




Figure 10 – Challenge Timeline (expanded). Current phase has the dark blue numbered dot



Advanced Search

You can perform an advanced search on the Challenge Home page by clicking the Advanced tab, typing keyword(s) into the search field (Figure 11 green box) and then pressing Enter on your keyboard. A keyword tag will then appear below the search box (arrow), and all ideas containing your keyword(s) will appear below.


Figure 11 – Advanced Search feature on the Challenge Home page




You can sort ideas on the Challenge Home page.


Figure 12 – Sort by activities dropdown on the Challenge Home page




You can also filter ideas on the Challenge Home page three different ways.

filter1.png        filter2use.png        filter3.png

Figure 13 – Filters on Challenge Home: by Stage, Category, and Viewed/not Viewed


You can also filter challenges on the IdeaPlace Home page (green box in Figure 14).


 Figure 14 – Filter Challenges on the Challenge Home page



Phases and Stages in a Challenge

Phases are non-overlapping “periods of time” throughout a challenge, during which distinct activities are enabled for participants, such as submitting ideas or voting on ideas.  (Figure 9 shows the Pairwise phase underway in a challenge. 

  • Phases are timebound events that occur in a challenge
  • Each phase consists of different activities for users to participate in
  • A Standard Challenge consists of 4-5 phases, typically:
  1. Soft Launch
  2. Ideation and Collaboration
  3. Voting and Commenting
  4. Expert Review
  5. Idea Selection

Stages provide a way for Administrators to manage, review, and select winning ideas. They are a structure by which a challenge narrows down a number of ideas to one.

  • Ideas move from stage to stage based on graduation criteria configured by the Administrator 
  • Graduation Criteria increase as ideas move from stage to stage.
  • A Standard Challenge typically consists of seven stages:
  1. Idea Submission
  2. Crowd Validation
  3. Expert Review
  4. Idea Prioritization
  5. Idea Selection
  6. Idea Implementation (closed stage)
  7. Idea Archiving (closed stage)

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Figure 15 – Challenges Stages in the Challenge Lifecycle with ideas as “bubbles”. Fewer bubbles appear the further along the stage is in the Challenge Lifecycle



My Profile

On any page in IdeaPlace, you can access your user profile by clicking the down arrow next to your Avatar (profile picture). Then click the View Profile link to navigate to the following features.

ViewProfile1.png     ViewProfile.png     editProfile.png

Figure 16 – How to View and Edit your Profile


Edit Profile

Click the Edit Profile link (Figure 17) to take you to the following page, where you can update your personal information and, if enabled, upload a profile picture.


Figure 17 –View and Edit your Profile


About section

Click View Profile and then the About icon on the next page. Achievements and Endorsements you have received will appear here.


Figure 18 – The About page

Activity Section

This section houses everything you need to know about a your activity within the platform.


Figure 19 – The Activity page

Social section on User Profile menu

On any page in IdeaPlace, click the down arrow next to your Avatar (profile picture). Click View Profile > Social. This page shows you people and ideas that you follow, your followers, and your team, under each of the clickable links, respectively.


Figure 20 – Social section of User Profile menu



Go To menu

The Go To menu in the Planview IdeaPlace header (Figure 13) provides an easy route to any other challenge or community that you have access to. In addition, it provides context by displaying the name of the challenge or community you are currently in, at the top of the menu.


Figure 21 – The Go To menu



Pairwise, Ballot Box and Star Voting

If you’ve received a notification that Pairwise voting has begun, click Pairwise in the upper Menu Bar. Choose between each of the two ideas that are presented. A counter below the ideas will show your progress (green arrow in figure below). Pairwise is one type of voting you may be presented with in the Voting Phase of the Challenge.


Figure 22 – Pairwise voting and counter



Figure 23 – Star Voting


To vote on an idea simply to like it, go to the Idea Detail page > Quick View, and click the Ballot Box icon (green box in Figure 24). You will see the votes increment and “I voted” appear beneath the Ballot Box upon voting.


Figure 24 – Liking an idea with the Ballot Box icon



Commenting on an Idea and Liking a Comment

Click the Comments tab on the Idea Detail page. Click in the field that says, “Write a new comment” and begin typing your comment. Click the Submit button when finished.


Figure 25 – Comments tab on Idea Detail page



Figure 26 – Submitting a Comment on an Idea


Comment Likes.png

Figure 27 – Liking a Comment – click the heart icon and it will change color



Downloadable file

Below is a preview of the IdeaPlace User Guide. Click the image to open it. You can save it from there. 


Job Aids are handouts that can be printed out or saved for reference on common tasks performed in IdeaPlace and TeamTap.