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Planview Customer Success Center

IdeaPlace Training Center

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Planview IdeaPlace Training Center

Instructor-led and online training services for the Planview  IdeaPlace product. 

For information on scheduling private classes please contact your Planview representative or  Planview Training Services directly.

 

Learning Paths

Select a role to see a Learning Path comprised of online self-paced, instructor-led courses and/or webinars. People often have responsibilities that span multiple roles, so think about what works best for your organization.

Which learning option is best for you?
  • The free, self-paced online Training Academy combines help documents and videos into an easy to follow structure organized by by subjects.
  • Instructor-led Courses are taught by Planview certified Subject Matter Experts who cover a variety of subjects, provide hand-on exercises, and interactive student materials all in a professional learning environment. Public Training classes are open to all customers. Classes available as Public Training are indicated with a red "register" button. 
  • Our free Enablement Webinars are also lead by Subject Matter Experts who dive into specialized topics in short video sessions.

           

Project Manager Challenge Sponsor Challenge Moderator Challenge Expert Challenge Administrator Super Administrator

A "Project Manager" is someone who is an advocate and guide for the idea during its development and ensures that the appropriate tasks have been completed.

 

Training Academy Courses

Instructor-Led Courses

Webinars (live and recorded)

0

Foundational Level Learning

 IdeaPlace free, self-paced online Training Academy coming Late 2021    

A "Challenge Sponsor" is someone who will use templates to create and manage new challenges.

 

Training Academy Courses

Instructor-Led Courses

Webinars (live and recorded)

0

Foundational Level Learning

      

1

Beginner Level Learning

 Sponsors - Have you been assigned the Sponsor role in Planview IdeaPlace? Here's what you need to know to successfully sponsor challenges. Core - This beginner level training teaches methodologies to run successful enterprise innovation challenges in Planview IdeaPlace. Register Building a Challenge Pipeline - Learn about what defines a challenge pipeline, what makes a good pipeline, and generating and managing challenge demand. Recorded September 2018
      Challenge Question, Communications, and Incentives - Learn about uncovering the intent of a challenge, articulating the question, as well as planning for communications and incentives.
      Challenge Templates and Use Cases - Learn about the pre-loaded challenge templates, how to use them. Recorded June 2018
      Challenge Moderation - Learn about basic challenge concepts, moderation best practices, and example scenarios you may encounter as a Moderator. Recorded August 2018
      Expert Review - Learn about basic challenge concepts, how to perform an expert review. Recorded August 2018

A "Challenge Moderator" is someone who is responsible for connecting people with ideas and helps define good ideas.

 

Training Academy Courses

Instructor-Led Courses

Webinars (live and recorded)

0

Foundational Level Learning

      

1

Beginner Level Learning

 Moderators - Have you been assigned the Moderator role in Planview IdeaPlace? Here's what you need to know to successfully moderate challenges.    

2

Intermediate Level Learning

     Challenge Moderation - Learn about basic challenge concepts, moderation best practices, and example scenarios you may encounter as a Moderator. Recorded August 2018

A "Challenge Expert" is someone who is a Subject Matter Expert in an ideation category who helps guide ideas towards improvements.

 

Training Academy Courses

Instructor-Led Courses

Webinars (live and recorded)

0

Foundational Level Learning

      

1

Beginner Level Learning

 Experts - Have you been assigned the Expert role in a IdeaPlace Challenge? Here's what you need to know.    

2

Intermediate Level Learning

     Expert Review - Learn about basic challenge concepts, how to perform an expert review. Recorded August 2018

A "Challenge Administrator" is someone who is responsible for maintaining the Challenges for a single Community.

 

Training Academy Courses

Instructor-Led Courses

Webinars (live and recorded)

0

Foundational Level Learning

      

1

Beginner Level Learning

 Sponsors - Have you been assigned the Sponsor role in Planview IdeaPlace? Here's what you need to know to successfully sponsor challenges. Core - This beginner level training teaches methodologies to run successful enterprise innovation challenges in Planview IdeaPlace. Register Access and User Import - Learn about access settings, adding and managing users, and user attributes.
  Moderators - Have you been assigned the Moderator role in Planview IdeaPlace? Here's what you need to know to successfully moderate challenges.   Building a Challenge Pipeline - Learn about what defines a challenge pipeline, what makes a good pipeline, and generating and managing challenge demand. Recorded September 2018
  Experts - Have you been assigned the Expert role in a IdeaPlace Challenge? Here's what you need to know.   Configuring Challenge Phases and Stages - Learn about the difference between Phases and Stages and their configuration. Recorded April 2018
      Challenge Question, Communications, and Incentives - Learn about uncovering the intent of a challenge, articulating the question, as well as planning for communications and incentives.
      Challenge Templates and Use Cases - Learn about the pre-loaded challenge templates, how to use them. Recorded June 2018

2

Intermediate Level Learning

 Administration - Have you been assigned the Challenge Administrator role in Planview IdeaPlace? Here's what you need to know.  Reporting and Dashboards (Power BI) - This intermediate level course provides the necessary instruction to create and work with reports and dashboards in Planview IdeaPlace. Register User Management and Access Settings - Learn about access settings, adding and managing users and how to manage roles. Recorded July 2018 
      Challenge Moderation - Learn about basic challenge concepts, moderation best practices, and example scenarios you may encounter as a Moderator. Recorded August 2018
      Expert Review - Learn about basic challenge concepts, how to perform an expert review. Recorded August 2018
      Site Editor - Learn about  IdeaPlace's tool for configuring site pages and the widgets upon them. Recorded July 2018

A "Super Administrator" is someone who is responsible for maintaining the application and data and/or the creation and maintenance of the business processes.

 

Training Academy Courses

Instructor-Led Courses

Webinars (live and recorded)

0

Foundational Level Learning

      

1

Beginner Level Learning

 Sponsors - Have you been assigned the Sponsor role in Planview IdeaPlace? Here's what you need to know to successfully sponsor challenges. Core - This beginner level training teaches methodologies to run successful enterprise innovation challenges in Planview IdeaPlace. Register Access and User Import - Learn about access settings, adding and managing users, and user attributes.
  Moderators - Have you been assigned the Moderator role in Planview IdeaPlace? Here's what you need to know to successfully moderate challenges.   Building a Challenge Pipeline - Learn about what defines a challenge pipeline, what makes a good pipeline, and generating and managing challenge demand. Recorded September 2018
  Experts - Have you been assigned the Expert role in a IdeaPlace Challenge? Here's what you need to know.   Configuring Challenge Phases and Stages - Learn about the difference between Phases and Stages and their configuration. Recorded April 2018
      Challenge Question, Communications, and Incentives - Learn about uncovering the intent of a challenge, articulating the question, as well as planning for communications and incentives.
      Challenge Templates and Use Cases - Learn about the pre-loaded challenge templates, how to use them. Recorded June 2018

2

Intermediate Level Learning

 Administration - Have you been assigned the Challenge Administrator role in Planview IdeaPlace? Here's what you need to know.  Reporting and Dashboards (Power BI) - This intermediate level course provides the necessary instruction to create and work with reports and dashboards in Planview IdeaPlace. Register User Management and Access Settings - Learn about access settings, adding and managing users and how to manage roles. Recorded July 2018 
      Challenge Moderation - Learn about basic challenge concepts, moderation best practices, and example scenarios you may encounter as a Moderator. Recorded August 2018
      Expert Review - Learn about basic challenge concepts, how to perform an expert review. Recorded August 2018
      API Use Cases and Endpoints - Learn about the Application Programming Interface (API), how it works, and how to build one. Recorded August 2018
      Site Editor - Learn about  IdeaPlace's tool for configuring site pages and the widgets upon them. Recorded July 2018

3

 

Advanced Level Learning

 Super Administrator - Have you been assigned the SuperAdministrator role in Planview IdeaPlace? Here's what you need to know.    Public Access Settings - Learn about external challenges, how to configure an instance and customize the registration page, as well as review common considerations and recommendations. Recorded September 2018
      User Attributes - Learn about how user attributes are passed into IdeaPlace software, and how to use attributes to further your program. Recorded October 2018
 

Training Course Catalog

Timely and relevant training is critical to your success. Planview takes an objective-based approach, ensuring that all training activities center on relevant processes, tasks, and output for each course participant. The Training Course Catalog provides brief course descriptions, learning objectives, recommended audience, as well as prerequisites and delivery options.

For information on scheduling private classes please contact your Planview representative or  Planview Training Services directly.