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Planview Customer Success Center

IdeaPlace Exchange customer drop-in Sessions

IdeaPlace Exchange

Planview IdeaPlace has started biweekly IdeaPlace Exchange customer drop-in sessions. Bring your IdeaPlace configuration questions and talk with the experts! 

Sessions are every other Wednesday at 10 a.m. CST. Anyone can register here and you will be sent the Zoom details. Here are the session dates for 2022: May 25, June 8 and 22, July 6 and 20, Aug 3 and 17 and 31, Sept 14 and 28 Oct 12 and 26 Nov 9 and 23 Dec 7 and 21. By request of participants, Exchange sessions are not recorded.



You need to create your own calendar invite, as IdeaPlace's registration system does not do that.


IdeaPlace Enablement Webinars

IdeaPlace Enablement Webinars were hosted by IdeaPlace's Customer Success team in a webinar format. Each session begins with a presentation on a specific topic, followed by open participant Q&A. These sessions are designed to provide best practices and general assistance in an engaging format.

Previously known as IdeaPlace Office Hours, these are slightly more anecdotal and longer (60 minutes) than the concise, three-minute How To videos in the other IdeaPlace Customer Success Center (CSC) articles. These sessions offer additional tips or use cases than what is otherwise covered in the CSC.

Watch a previous recording on-demand here.

Below are topics covered in these Webinars