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Portfolio Management in Primavera P6 Web Access Release 7

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.

Learn To:

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

 

Audience:

Business Analysts
End Users
Functional Implementer
Project Manager

Prerequisites:

Required Prerequisites
Knowledge of project management principles

Suggested Prerequisites
Project Management in Primavera P6 Web Access Rel 7

Course Objectives:

Create a portfolio
View portfolio performance
View portfolio information
Analyze portfolio performance
Manage issues and risks

 

Course Topics:

Introduction to Portfolios
Select a portfolio
Create a portfolio favorite
Create a portfolio manually
Manage portfolios
Set preferences

Viewing Portfolio Performance
Set Global Preferences
Review performance thresholds
View data in the Executive Summary tab
View data in the Performance Status tab

Viewing Portfolio Information
View return on investment data
View data in the Gantt Chart
Customize the Gantt Chart
Assign a Notebook topic and write a Notebook topic description

Analyzing Portfolios
Customize the Portfolio Analysis tab
Edit a portfolio view
Create a portfolio view
View waterline analysis
Create a scenario
View Capacity Planning tab

Managing Issues and Risks
View issues and issue details
Group, sort, and filter issue data
View issues in chart form
Create a risk

Case Study: Managing Portfolios

 

For more information, please contact our training department:

Training@EvansTech.com | 770.751.9950

 

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