Portfolio Management in Primavera P6 Web Access Rel 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.

• 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

A Live Virtual Class (LVC) is exclusively for registered students; unregistered individuals may not view an LVC at any time. Registered students must view the class from the country listed in the registration form. Unauthorized recording, copying, or transmission of LVC content may not be made.

Audience

• End Users
• Project Manager
• Business Analysts
• Functional Implementer

Course Topics 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

Course Objectives

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