Portfolios Reporting and Schema Learning Videos
This page provides important information about Planview Enterprise One Reporting and Schema learning videos.
This page and the contents of the referenced "Schema Guide" Documents are Planview Confidential materials provided only to Planview customers.
Please do not share this page with anyone else.
Important Prerequisites
Before you begin the Planview Enterprise One Reporting and Schema learning videos, you must complete the following items:
- Ensure administrative and report design access to a Planview Enterprise One environment for the purpose of developing reports, testing reports, and developing shared datasets
- Download and install Microsoft SQL Server Report Builder from Microsoft
- Download the Database Schema Guide and supplemental guides (below) for your version of Planview Enterprise One Portfolio and Resource Management
- Download the dataset queries. Depending on your operating system and settings you may need to unzip the downloaded file to access its contents. These files will be referenced during the e-learning, so please have them available during that time. Note that these queries will work with Planview Enterprise version 11 and later, including all releases of Planview Enterprise One.
Learning Videos
Self-paced Report Builder Video Series |
Self-paced Database Schema Video Series |
Database Schema Guide Documents
You will need the database schema documentation files for the version of Planview Enterprise One that you are using. Please click on the Database Schema Guide and the Database Schema Guide Supplement to download the documents for your version of Planview Enterprise One.
Planview Enterprise One, Release 17 and Greater
The database schema documentation is broken down into subsections and is web-based.
Planview Enterprise One, Release 16
Database Schema Guide for Planview Enterprise One 16.pdf
Database Schema Guide Supplement for Planview Enterprise One 16.pdf
Planview Enterprise One, Release 15
Database Schema Guide for Planview Enterprise One 15.pdf
Database Schema Guide Supplement for Planview Enterprise One 15.pdf