This course provides hands-on training on managing portfolios in P6 Web Access. Topics include creating a portfolio, viewing and analyzing portfolio performance, creating portfolio views, capacity planning, waterline analysis, and managing issues and risks.

A case study at the end of the day reinforces new skills and functionality.

Profession Development and Continuing Education Units:
• Earns 6.5 PDUs and .65 CEUs

Learn To:

• Create a portfolio
• Assess portfolio performance
• View return on investment data
• Conduct waterline analysis
• View capacity planning
• Create performance thresholds

Suggested Prerequisites:

• Knowledge of project management principles
• Project Management in Primavera P6 Web Access Rel. 6.2 Course 101

Course Objectives:

Using Portfolios

• Selecting a portfolio
• Creating a portfolio favorite
• Setting preferences

Viewing Portfolio Performance

• Reviewing performance thresholds

Viewing Portfolio Information

• Viewing return on investment data
• View data in the Gantt Chart
• Customizing the Gantt Chart

Analyzing Portfolios

• Creating a portfolio view
• Viewing waterline analysis
• Creating a scenario
• Viewing Capacity Planning page

Managing Issues and Risks

• Viewing issues and issue details
• Creating a risk