Supporting PowerPlan 2023.1

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About this course

This course is for anyone who is tasked with supporting a PowerPlan Fixed Assets install (Projects, Assets, Budget, Depreciation) or anyone who wishes to understand the details of what is required to support the system at a technical level. Attendees will gain an understanding of the flows of data through the system to better enable them to diagnose both the cause and the severity of problems they may run into. Anyone attending this class will also learn the details of the data model for the most often used portions of the system. This course covers the contents of the Dynamic Configuration course and much more.

Topics:

  • Technical Architecture
  • Data Model
  • Basic Report Editing
  • Dynamic Configuration
  • System Dataflow Introduction and Configuration
  • Debugging Connection Issues and Interfaces
  • Security Controls

Learning Objectives:

At the end of this course, you will be able to:

  • Illustrate a plan of action to diagnose and resolve problems within the PowerPlan system or its interactions with other systems
  • Explain the flow of data through the system at the level of tables and fields to judge the impact of problems and their likely point of origin
  • Describe the most important aspects of the data model of the PowerPlan fixed asset system and be able to query the system for information that may not be easily obtained in other ways
  • Extend the ability of users to retrieve meaningful and actionable information from CPR, Projects, CR, and Depreciation via Any Queries.

Intended Audience:

System support staff whose responsibilities include production user support and issue remediation.

Curriculum915 min

  • Welcome
  • Technical Architecture
  • pwrplant.int 7 min
  • Workspaces 15 min
  • Library Viewer - Part 1 10 min
  • Library Viewer - Part 2 9 min
  • Run and Debug Code 20 min
  • Deploy and Troubleshoot 17 min
  • Knowledge Check
  • Source Code
  • Process of Source Control - Part 1 43 min
  • Process of Source Control - Part 2 6 min
  • Replacing an Object - Part 1 17 min
  • Replacing an Object - Part 2 5 min
  • Knowledge Check
  • PowerPlan Data Flow
  • Work Order - Part 1 10 min
  • Work Order - Part 2 17 min
  • CWIP Charge - Part 1 22 min
  • CWIP Charge - Part 2 15 min
  • Unitization - Part 1 29 min
  • Unitization - Part 2 7 min
  • POST 17 min
  • Asset Tables 20 min
  • Post to GL 17 min
  • Knowledge Check
  • Single Sign On
  • Setup Single Sign On 14 min
  • Knowledge Check
  • Server Side Processing
  • Server Side Processing 5 min
  • Knowledge Check
  • Interfaces
  • Introduction to Interfaces 8 min
  • Setup an Interface 23 min
  • Knowledge Check
  • PP Integration
  • Understand PP Integration 4 min
  • Knowledge Check
  • Data Mover
  • Understand the Data Mover 2 min
  • Knowledge Check
  • PP Integration and Data Mover Transaction
  • Inbound Transactions 6 min
  • CR Transactions 10 min
  • WO Inbound 17 min
  • File Import/Export 16 min
  • Knowledge Check
  • Supporting Month End
  • Month End Close 5 min
  • Lessee and CR Closing - Part 1 46 min
  • Lessee and CR Closing - Part 2 14 min
  • Project Closing - Part 1 17 min
  • Project Closing - Part 2 16 min
  • Pending Transaction/Post 23 min
  • Knowledge Check
  • Information Gathering
  • Utilize PowerPlan Investigation Tools - Part 1 8 min
  • Utilize PowerPlan Investigation Tools - Part 2 51 min
  • Utilize PowerPlan Investigation Tools - Part 3 13 min
  • Knowledge Check
  • Performance Considerations
  • Utilize PowerPlan Performance Tools 37 min
  • Knowledge Check
  • Security Controls
  • Introduction to PowerPlan Security 23 min
  • Manage Security Settings - Part 1 42 min
  • Manage Security Settings - Part 2 3 min
  • Manage Other Security Types - Part 1 38 min
  • Manage Other Security Types - Part 2 27 min
  • Knowledge Check
  • Dynamic Configurations
  • Any Table Queries and Alerts - Part 1 26 min
  • AnyTable Queries and Alerts - Part 2 12 min
  • Metrics/ARC 13 min
  • Dynamic Validations 14 min
  • Knowledge Check
  • High Level Data Model
  • Data Relationships of PowerPlan Modules - Part 1 4 min
  • Data Relationships of PowerPlan Modules - Part 2 24 min
  • Knowledge Check
  • My PowerPlan System Administration
  • System Administration 15 min
  • My PowerPlan 7 min
  • Setting up MyPowerPlan Modules 17 min
  • Knowledge Check
  • Becoming your own Support System
  • Making the Most of PowerPlan Support 14 min
  • Knowledge Check

About this course

This course is for anyone who is tasked with supporting a PowerPlan Fixed Assets install (Projects, Assets, Budget, Depreciation) or anyone who wishes to understand the details of what is required to support the system at a technical level. Attendees will gain an understanding of the flows of data through the system to better enable them to diagnose both the cause and the severity of problems they may run into. Anyone attending this class will also learn the details of the data model for the most often used portions of the system. This course covers the contents of the Dynamic Configuration course and much more.

Topics:

  • Technical Architecture
  • Data Model
  • Basic Report Editing
  • Dynamic Configuration
  • System Dataflow Introduction and Configuration
  • Debugging Connection Issues and Interfaces
  • Security Controls

Learning Objectives:

At the end of this course, you will be able to:

  • Illustrate a plan of action to diagnose and resolve problems within the PowerPlan system or its interactions with other systems
  • Explain the flow of data through the system at the level of tables and fields to judge the impact of problems and their likely point of origin
  • Describe the most important aspects of the data model of the PowerPlan fixed asset system and be able to query the system for information that may not be easily obtained in other ways
  • Extend the ability of users to retrieve meaningful and actionable information from CPR, Projects, CR, and Depreciation via Any Queries.

Intended Audience:

System support staff whose responsibilities include production user support and issue remediation.

Curriculum915 min

  • Welcome
  • Technical Architecture
  • pwrplant.int 7 min
  • Workspaces 15 min
  • Library Viewer - Part 1 10 min
  • Library Viewer - Part 2 9 min
  • Run and Debug Code 20 min
  • Deploy and Troubleshoot 17 min
  • Knowledge Check
  • Source Code
  • Process of Source Control - Part 1 43 min
  • Process of Source Control - Part 2 6 min
  • Replacing an Object - Part 1 17 min
  • Replacing an Object - Part 2 5 min
  • Knowledge Check
  • PowerPlan Data Flow
  • Work Order - Part 1 10 min
  • Work Order - Part 2 17 min
  • CWIP Charge - Part 1 22 min
  • CWIP Charge - Part 2 15 min
  • Unitization - Part 1 29 min
  • Unitization - Part 2 7 min
  • POST 17 min
  • Asset Tables 20 min
  • Post to GL 17 min
  • Knowledge Check
  • Single Sign On
  • Setup Single Sign On 14 min
  • Knowledge Check
  • Server Side Processing
  • Server Side Processing 5 min
  • Knowledge Check
  • Interfaces
  • Introduction to Interfaces 8 min
  • Setup an Interface 23 min
  • Knowledge Check
  • PP Integration
  • Understand PP Integration 4 min
  • Knowledge Check
  • Data Mover
  • Understand the Data Mover 2 min
  • Knowledge Check
  • PP Integration and Data Mover Transaction
  • Inbound Transactions 6 min
  • CR Transactions 10 min
  • WO Inbound 17 min
  • File Import/Export 16 min
  • Knowledge Check
  • Supporting Month End
  • Month End Close 5 min
  • Lessee and CR Closing - Part 1 46 min
  • Lessee and CR Closing - Part 2 14 min
  • Project Closing - Part 1 17 min
  • Project Closing - Part 2 16 min
  • Pending Transaction/Post 23 min
  • Knowledge Check
  • Information Gathering
  • Utilize PowerPlan Investigation Tools - Part 1 8 min
  • Utilize PowerPlan Investigation Tools - Part 2 51 min
  • Utilize PowerPlan Investigation Tools - Part 3 13 min
  • Knowledge Check
  • Performance Considerations
  • Utilize PowerPlan Performance Tools 37 min
  • Knowledge Check
  • Security Controls
  • Introduction to PowerPlan Security 23 min
  • Manage Security Settings - Part 1 42 min
  • Manage Security Settings - Part 2 3 min
  • Manage Other Security Types - Part 1 38 min
  • Manage Other Security Types - Part 2 27 min
  • Knowledge Check
  • Dynamic Configurations
  • Any Table Queries and Alerts - Part 1 26 min
  • AnyTable Queries and Alerts - Part 2 12 min
  • Metrics/ARC 13 min
  • Dynamic Validations 14 min
  • Knowledge Check
  • High Level Data Model
  • Data Relationships of PowerPlan Modules - Part 1 4 min
  • Data Relationships of PowerPlan Modules - Part 2 24 min
  • Knowledge Check
  • My PowerPlan System Administration
  • System Administration 15 min
  • My PowerPlan 7 min
  • Setting up MyPowerPlan Modules 17 min
  • Knowledge Check
  • Becoming your own Support System
  • Making the Most of PowerPlan Support 14 min
  • Knowledge Check