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Planview Customer Success Center

Reporting and Schema Training in Enterprise One - Portfolio and Resource Management

Course Description

As part of the extensive training offerings from Planview, we are pleased to offer a unique learning opportunity focused on using Microsoft® SQL Server Reporting Services (SSRS) and Report Builder with Planview® Enterprise One - Portfolio and Resource Management (PRM) data and report tiles. This training will provide information and guidance to aid report designers and query designers to successfully create reporting content designed to be displayed on the report tiles within the Enterprise One PRM application. The web-based training content is divided between report development and understanding of the database core tables and schema. Additionally, students will schedule up to 2 hours with an SME from our Global Reporting Services team for one-on-one coaching. These coaching sessions are delivered 30-minutes increments. Coaching hours are designed for assistance in report development after the student has successfully completed the web-based learning. They will be creating reports and queries in their own environment, at their own pace, alongside the reporting SME.

A unique approach to learning, Planview’s Blended Training combines the benefits of working alongside a Planview-certified subject matter expert (SME) with the ease of web-based learning modules providing advanced users more targeted outcomes. Exclusive and focused, self-paced learning modules walk you through the core concepts and can be revisited as often as needed. In addition, a set number of hours are included for one-on-one mentoring with a Planview reporting expert. These coaching hours are used incrementally over a set period of time, allowing you the ability to hone and refine the specific skills required for successful report development.

Course Information

Audience: Report Builders, Analysts, PRM Administrators

Objectives:  After this course, the participants will be able to

  • Have a strong foundation of the core tables in Enterprise One PRM
  • Understand the Enterprise One PRM core tables, and how to retrieve information for report development
  • Understand how to extract other types of relevant data
  • Apply Enterprise One PRM data to defined reports to run successfully in report tiles
  • Automatically filter the results based on the current entity or portfolio selected by the user

Additional considerations:

  • This course does not teach how to use the Report Builder tool
  • This course does not teach how to create queries

Program level: Master (Level 4)

Delivery method: Blended Training 

Length:  2 Hours e-Learning Modules + 2 Hours Coaching    

Cost: $2,600

E-Learning Modules

This training package includes deep and technical e-learning videos.  There are over 40 separate videos on a series of topics detailed below. The videos are broken into two primary categories, report development and Planview Enterprise database tables.

Report Development Topics:

  1. Report Tile Overview
  2. Reporting Architecture Overview
  3. Connect to the Report Server
  4. Create Training Subfolders
  5. Create Shared Datasets
  6. Connect SSRS 2016 to the Report Server
  7. Build a Project List Report
  8. Add Required Parameters
  9. Create a Report Template
  10. Display the Project List Report as a Report Tile
  11. Respect Portfolio Selection from the Report Tile
  12. Build an Activity Level Report
  13. Respect Work Entity Selection from the Report Tile
  14. Display the Activity Level Report on the Report Tile
  15. Respect both Portfolio and Entity Selection from the Report Tile
  16. Build a Subreport
  17. Add a Conditional Format
  18. Add Page Breaks
  19. Add Document Map
  20. Display the Combined Report on the Report Tile
  21. Add Report Parameters
  22. Add Available Values for Report Parameters
  23. Add Default Values for Report Parameters
  24. Organize the Display of Report Parameters
  25. Additional Tips – Resolve Report Development Errors
  26. Additional Tips – Customize Worksheet Names for Excel Export
  27. Additional Tips – Exclude Report Data Region(s) on Export

Database Tables Topics:

  1. Introduction – Organization of Information
  2. Structure Management – STRUCTURE Table
  3. Structure Management – Hierarchy Tables
  4. Structure Management – STRUCTURE_LEVEL Table
  5. Work Attributes – PLANNING_ENTITY Table
  6. Work Attributes – STRUCURE_INFO Table
  7. Work Attributes – FILED_INFO Table
  8. Work Attributes – PROJECT_INFO Table
  9. Work Attributes – MULTI-ATTRIBUTE Table
  10. Resource and User Information
    a. RESOURCES Table
    b. CRITERIA AND CRITERIA_ED Tables
    c.  CUSTOM_RESOURCE Table
    d.  IP_USER Table
  11. Time Report Tables
     a.  TIME_REPORT Table
     b.  TIME_REPORT_A Table
  12. Effort Assignment Tables
    a.  Daily Tables
           i. DAILY_TR Table
           ii. DAILY_SCH Table
  13. Portfolio Tables – PORTAL_FILTER Table
  14. Baseline Tables

Get Ready

Before the class:

 Have existing knowledge or experience in developing reports in SSRS Report Builder or another reporting tool. This course does not teach users how to use the Report Builder tool, it teaches how to apply Planview Enterprise One - Portfolio and Resource Management data to your reports so that it can run successfully in report tiles.

 Students should have experience writing SQL statements in a relational database environment (SQL Server, Oracle, MySQL, etc.)

 Understanding of the type of information managed by Planview Enterprise One

 The coaching is delivered using WebEx for audio communication and to facilitate screen sharing from the SME. Audio connection is available through VoIP or phone dial in. Please be sure to test/install the WebEx application from the calendar invite prior to the start of the class.

Registration

Register online here

Phone: 1-800-856-8600

Email: trainingrequests@planview.com