Planview Customer Community Guide
The attached Planview Customer Community Guide describes the Service Cloud Community, Case Submission Process, Dashboards and Reporting.
- Getting Started
- Data Driven Innovation
- FAQs
- Communities and Challenges
- Creating Communities and Challenges
- Communities versus Challenges
- Create a Community
- Overview: Challenges
- Framing a Challenge
- Creating a Challenge using the Challenge Wizard
- Challenge Overview Page/Challenge Home Page
- Viewing Challenges
- Working with Challenge Templates
- Configuring Challenge Phases
- Setting Challenge Status
- Archived Challenges
- Display/Remove Challenges or Ideas in Other Communities
- URL Customization
- Site Launch Checklist
- Types of Challenges
- Challenge Access
- Resolving Challenges
- User Experience
- Creating Communities and Challenges
- IdeaPlace Notifications
- Email Templates
- Email Template Overview
- Challenge Email Templates
- Challenge Update Email
- Idea Submission Email Templates
- Administrator and Moderator Spam Filter Templates
- Comment Email Templates
- Content Management Email Templates
- Disable All Email Templates
- Email BCC for Data Retention
- Email Template Variables
- Idea Graduation Email Templates
- Miscellaneous Email Templates
- Share With email template
- Store Email Templates
- Task Email Templates
- User Email Templates
- Overview: My Inbox
- Setting Up Notifications
- Email Templates
- User Management
- Configuring User Experience
- IdeaPlace Single Sign-On (SSO)/Integrated Authentication Overview
- Permissions
- Roles
- User Access/Registration
- Access Settings
- Adding and Removing User Access
- User Creation, Access Setup and Role Assignment
- Importing Users, Ideas, and Comments
- Changing Site Access/Removing Membership Access for a Challenge or Community
- Locking Users in Bulk
- Adding Custom Roles in Planview IdeaPlace
- Excluding Users from Leaderboards
- Steps to Take if a User Forgets Their Password and Is Locked Out
- IdeaPlace Registration Modes
- User Registration Requirements
- Creating a Custom Registration Form
- Logging in/Customizing the Login page
- Connection Time Out
- Idea Management
- Idea Lifecycle
- Idea Graduation
- Categories
- Overview
- How to Add a Category from within a Challenge
- How to View Current Categories on the View Ideas Page
- How to Edit or Delete a Category from within a Challenge
- Category Moderation
- How to Add a Category from within a Community
- How to Link a User to the Post Idea Page with Category Pre-selected
- How to Follow a Category
- Frequently Asked Questions
- Tasks and Metrics
- Machine-learning Idea Features
- Import Ideas
- Bulk Actions
- Idea Implementation through the IdeaPlace-AdaptiveWork Integration
- Idea Implementation through the IdeaPlace-Portfolios Integration
- Idea Implementation through the IdeaPlace-ProjectPlace Integration
- Idea Tags
- Idea Teams
- Idea Trading
- Special Features
- Modify Your Site
- Engagement
- Technical Information
- Current Month's Release Notes
- IdeaPlace Release Note Archives
- 2025 IdeaPlace Release Notes
- 2024 IdeaPlace Release Notes
- January 2024 Release Notes
- February 2024 Release Notes
- March 2024 Release Notes
- April 2024 Release Notes
- May 2024 Release Notes
- June 2024 Release Notes
- July 2024 Release Notes
- August 2024 Release Notes
- September 2024 Release Notes
- October 2024 Release Notes
- November 2024 Release Notes
- December 2024 Release Notes
- 2023 IdeaPlace Release Notes
- 2022 IdeaPlace Release Notes
- 2021 IdeaPlace Release Notes
- 2020 IdeaPlace Release Notes
- 2019 IdeaPlace Release Notes
- 2018 IdeaPlace Release Notes
- 2017 IdeaPlace Release Notes
- TeamTap Release Note Archives
- October 2025 Release Notes
- September 2025 Release Notes
- August 2025 Release Notes
- July 2025 Release Notes
- June 2025 Release Notes
- May 2025 Release Notes
- April 2025 Release Notes
- March 2025 Release Notes
- February 2025 Release Notes
- January 2025 Release Notes
- December 2024 Release Notes
- November 2024 Release Notes
- October 2024 Release Notes
- September 2024 Release Notes
- August 2024 Release Notes
- July 2024 Release Notes
- June 2024 Release Notes
- May 2024 Release Notes
- April 2024 Release Notes
- March 2024 Release Notes
- February 2024 Release Notes
- January 2024 Release Notes
- November /December 2023 Release Notes
- September/October 2023 Release Notes
- August 2023 Release Notes
- July 2023 Release Notes
- June 2023 Release Notes
- May 2023 Release Notes
- April 2023 Release Notes
- March 2023 Release Notes
- February 2023 Release Notes
- December 2022/January 2023 Release Notes
- October/November 2022 Release Notes
- August/September 2022 Release Notes
- June/July 2022 Release Notes
- April/May 2022 Release Notes
- February/March 2022 Release Notes
- December 2021/January 2022 Release Notes
- October/November 2021 Release Notes
- Maintenance and Upgrades
- Sunsetting Support for Legacy Excel Reports
- Planview Sunsets IE11 Support
- REST API
- Ensuring that IdeaPlace can send email on behalf of your email domain - SPF Records
- Field Posting Limits / Character Count
- Fixes, Tips and Workarounds
- Planview IdeaPlace System Architecture
- Best Practices
- End-User Articles
- What is IdeaPlace?
- IdeaPlace User Guide
- User: Tips for Posting Ideas
- User: Participating in Challenges
- User: Searching for Ideas
- User: Track Ideas
- User: Idea Commenting
- User: What is the Activity Stream?
- User: Idea Graduation
- User: Profile Functions
- User: Edit Profile
- User: How to Vote with Pairwise
- User: Uploading Files to IdeaPlace
- User: Existing Review Commenting
- User: How to Place a Store Order or Bid in an Auction
- User: @mention people in content
- User: Accessibility Compliance/Section 508 Support
- User: Blogs
- User: Predictions
- User: Star Voting
- Tribal Knowledge
- IdeaPlace Enablement Webinars
- Access and User Import
- API Use Cases and Endpoints
- Building a Challenge Pipeline
- Challenge Moderation
- Challenge Question, Communications, and Incentives
- Challenge Templates and Use Cases
- Configuring Challenge Phases and Stages
- Expert Review
- Public Access Settings - Self Registration
- Site Editor
- User Attributes
- User Management and Access Settings
- Reporting - Planview IdeaPlace Analytics Embedded Solution
- Custom Fields Values - Updating the SpigitModel
- Planview IdeaPlace Analytics Update
- Standard Reports in Insights/Power BI
- November 2021 PBIX Updates
- May 2021 PBIX Updates
- January 2021 PBIX Updates
- December 2020 PBIX Update
- October 2020 PBIX Changes
- Access/Insights Page Sections
- Creating and Editing Reports
- Challenge Activity
- Ideas
- Idea Activity Breakdown
- Idea Custom Fields
- Idea Voting Breakdown
- Idea Closure Fields
- Idea Closure Fields - Numeric
- User Activity Challenge
- User Activity / Time
- Pairwise
- Tasks
- Review Responses
- Idea Key Themes
- Sentiment Key Influencers
- Idea Sentiment Dashboard
- User Custom Fields
- Insights Update – Planview IdeaPlace Data Driven Innovation
- All Data Clusters
- TeamTap1 - TeamTap Key Themes
- TeamTap2 - Tap Drill Dashboard
- TeamTap3 - Tap Clusters
- TeamTap4 - TeamTap User Activity Breakdown
- TeamTap5 - Tap Explorer
- TeamTap5a - Tap Explorer Activity
- TeamTap5b - Tap Explorer Themes
- TeamTap Sentiment Influencers
- Embed Reports Option
- Custom Report Building
- OData Access for Planview IdeaPlace
- Accessing Planview IdeaPlace Data with Power BI Desktop Using OData
- Accessing Planview IdeaPlace data in Microsoft Excel
- Power BI
- User Access Report through Site Settings
- IdeaPlace Videos
- Innovation Management Capability Model Outputs, Reports, and Analytics
- All Data Clusters
- Challenge Activity
- Dynamic Idea Report
- Dynamic Review Report
- Excel Custom Reports
- Ideas
- Ideas Activity Report
- Idea Activity Breakdown
- Idea Closure Fields
- Idea Closure Fields Numeric
- Idea Custom Fields
- Idea Key Themes
- Idea Selection Report
- Idea Sentiment Dashboard
- Idea Tracking Report
- Idea Voting Breakdown
- Moderator and Expert Activity Detail Report
- OData/Power BI Desktop Custom Reports
- OData/Tableau Custom Reports
- Pairwise
- Private Comments Report
- Rapid Report
- Reviews
- Review Responses
- Sentiment Key Influencers
- Tap Clusters
- Tap Drill Dashboard
- Tap Explorer
- Tap Explorer Activity
- Tap Explorer Themes
- Tasks
- TeamTap Key Themes
- TeamTap Sentiment Influencers
- TeamTap User Activity Breakdown
- TeamTap Use Case Example 1 - Improve Agility in Digital Council
- TeamTap Use Case Example 2 - Improve Supply Chain Analytics
- TeamTap Use Case Example 3 - Team Trend Analysis
- TeamTap Use Case Example 4 - Voting on Process/Project Initiation, Continuance, Closure
- Users with no Activity Report
- User Activity Challenge
- User Activity / Time
- User Custom Fields
- User Tasks Report
- TeamTap
- TeamTap Introduction
- How to Create a Tap
- How to Share a Tap
- How to Respond to a Tap
- How to View a Tap's Statistics
- How to Vote on a Response
- Filter and Sort
- How to Accept Responses
- How to Close a Tap
- Advanced Filter
- Analytics
- How to Bookmark a Tap
- How to Delete Content from a Tap
- Keyword Search
- Notifications
- TeamTap Mobile
- User Roles
- Integrations
