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Planview Customer Success Center

IdeaPlace Training: Core Administration


Course Description

Core Administration for Planview Spigit is an immersive, interactive class that teaches methodologies for innovation and idea management, forming and framing the challenge question, and challenge set up and execution.

This two-day course provides understanding of crowdsourcing theory and methodologies that drive massive engagement throughout the organization, core features and functionality required to design and complete innovation challenges, and provides step-by-step instructions leading to the launch of an actual innovation challenge. Get up to speed quickly and realize larger returns on innovation investments.


Learning Objectives

At the end of this course students will learn how to:

  • Learn to define challenge structure
  • Identify key implementation elements of challenges
  • Create and configure challenges within the platform
  • Manage user, roles, and access
  • Add and modify site content on demand
  • Manage idea graduation criteria
  • Align tasks within challenge structures and roles
  • Validate challenge activity through real-time analytics


Planview Spigit Core Administration Training Class.pdf


This course is ideal for first-time Innovation Program and Community Managers, Project Leaders, and Administrators who will configure, supervise, and monitor the Spigit platform on behalf of their organization or business unit.

Foundational product knowledge advised.


Program Level

Beginner (Level 1)

Initial class taken in a broad subject area, introduces concepts

2 days


  • Challenge Planning

  • Creating a Challenge

  • User Management

  • Challenge Home Page

  • Idea Templates

  • Idea Management

  • Software Communications

  • Monitoring the Challenge

  • Challenge Resolution

  • Challenge Templates


Class Duration: 2 Days On-site, or 4 Half-day Segments Virtual


  • Fundamental understanding of crowdsourcing theory and methodologies
  • Familiar with Microsoft Office suite
  • Posses image manipulation skills
  • Basic HTML tagging and structuring knowledge



*Pricing for the Public Training class is $2,000 per person. Classes are delivered in Austin and London. 

Register for Public Training classes here

Private on-site or virtual training is also available.

Please contact Planview Training Requests for a quote.