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Planview Customer Success Center

DWH Setup

Before You Begin 

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In order to configure Data Export and create/update new tables, you will need the following permissions for these three applications:


Setting up Data Export 

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To configure data export, do the following:

  1. Log into AdaptiveWork as an administrator.
  2. Go to Settings > Extensions and scroll down to the Connected Web Apps section.
  3. Navigate to DWH Export, click Open. The DWH Export window opens.


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The DWH Data Export is a 4 Step process: