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Register now for Planview Horizons Annual User Conference

If you have any questions please contact:

Erica Lanyon
(512) 346-8600
or by

Planview Horizons Annual User Conference October 6-8, 2008, Austin, TX

Register for
Planview Horizons

Planview Your Way through Custom Table Portlets

Description

Learn how to make Planview behave the way your organization works, using Custom Table Portlets. Custom Table Portlets will display the data most critical to your users and are an entry point to related Planview functionality.

Target audience: Planview System Administrators

Course length: 1 day

Class size: 12

Prerequisites

The individuals attending this training course should already have knowledge and experience of working with SQL Databases and the Planview application.

What's Covered

  • Overview of the Purpose and Value of Custom Table Portlets
    • General Concepts
      • SQL
      • Edit Columns
      • Adding to Layout
  • Examples of Custom Table Portlets
  • Planview database basics
    • An Overview of Key Tables to Know
    • How Tables Tie Together
  • Use a Class Case Study to Build SQL with a Group
  • Writing the SQL
    • Proper SQL for the proper tab
    • Oracle vs. MSSQL
    • Formatting
      • Dates
      • Characters
      • Bolding
    • Adding .gif files
    • Adding URLs to the SQL
    • Parsers
    • Using the pfd_get_request_filter function for request portfolios
    • Case Statements
      • RYG Indicators (using 1, 2, 3 vs. table columns)
    • Union Statements
  • Setting up Display Columns
    • Using Links
    • Using Javascripts
    • Linked Values
      • Internal URLs
      • External URLs
  • Q&A
  • Hands On
    • Case Studies
    • Hand Out
    • Individual Build
  • Class Review and Final Q&A and Comments