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Planview Customer Success Center

IdeaPlace Training Class: Core Administration

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Course Description

Core Administration for Planview IdeaPlace 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 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.

Planview IdeaPlace Core Training Class.pdf

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

Learning Level


Initial class taken in a broad subject area, introduces concepts

Foundational product knowledge advised.


This course is geared towards Innovation Program and Community Managers, Project Leaders, and Administrators who will configure, supervise, and monitor the IdeaPlace platform on behalf of their organization or business unit.


4 Half-day Segments Virtual


  • Challenge Planning
  • IdeaPlace Architecture
  • Creating a Challenge
  • User Management
  • Modifying Site Layout
  • Idea Templates
  • Modifying Site Layout
  • Idea Management
  • Platform Communications
  • Pairwise
  • Predictions
  • Monitoring the Challenge
  • Challenge Close Down


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


Pricing for Public Training is $2,000 per person

Enroll in classes here

Private on-site or virtual training is also available


Contact us for more information!