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Course 109 - Portfolio Management in P6
Provides hands-on training on managing portfolios in P6
Web. 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.
Course Length: One Day
Please call or email our training department for a price quote
Day One:
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
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Technology, Inc.
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