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Sample Application: Opening PerformancePoint Planning Assignments from a SharePoint List

Updated: 2009-04-30

This article introduces a sample application download for Microsoft Office PerformancePoint Server 2007 that lets users open Planning assignments from a Microsoft Office SharePoint Server 2007 or Windows SharePoint Services 3.0 list. By integrating Planning Server with SharePoint® products and technologies, teams can collaborate and work together on projects and objectives from a central location. Click here to download the sample application.

Planning assignments

One of the functions of Planning Server is to help businesses design and manage their planning, forecasting, and reporting processes. Process management includes defining cycles and their corresponding assignments for use in process workflows. A workflow contains participants, a schedule, and a data-entry form. Workflow participants are contributors—individuals who enter data into the assignment form—and optional reviewers and approvers. For example, by using PerformancePoint Add-in for Excel, a contributor can enter prior month data into a financial statement form, and then an approver can review the new data either accept or reject it.

What is included in sample application the download

  • SyncApplication folder contains a Visual Studio 2008 project that when implemented, connects to the Planning Server database to write the list of open assignments to a SharePoint list.

  • LaunchPage folder contains a Visual Studio 2008 project that when implemented, reads the assignment name and ID from the Office SharePoint Server 2007 to open the assignment form in PerformancePoint Add-in for Excel.

  • PPSAssignmentsOnSharePoint.doc presents an overview and instructions for implementing the sample application for PerformancePOint Planning Server.

  • PPSSharePointAssignments.sln is the solution file that when opened is used to load the solution, any projects within the solution, and any persisted information attached to the solution.

  • PPSSharePointAssignments.suo is a user information file that stores data in a structured binary format and is referenced by VSPackages created with Visual Studio.

Download this book

This topic is included in the following downloadable book for easier reading and printing:

See the full list of available books at Downloadable content for PerformancePoint Planning Server.

See Also