Primavera Portfolio Management Rel 7.0

This course covers key portfolio management concepts, including portfolio management operating structures, governance structures, and business processes.

Students learn to create and analyze data captured in Primavera Portfolio Management, including detailed instructions on creating scorecards, query-based portfolios, investor maps, dashboards, and configuring views for executives.

Detailed step-by-step and case study-driven instruction is provided.

Student Receive Profession Development and Continuing Education Units for the following 3 courses:

• Earns 19.5 PDUs and 19.5 CEUs

• Earns 6.5 PDUs and .65 CEUs
• PMI Program Number - PS102

   

• Earns 13 PDUs and 1.3 CEUs
• PMI Program Number - PS103

Profession Development and Continuing Education Units:

• Earns 2.3 PDUs and 2.3 CEUs
• PMI Program Number - PS301, PS302 and PS303

Learn To:

• Manage all Data within ProSight Portfolios 6
• Enter and revise data
• Create an Investor Map
• Create a Dashboard
• Configure the analytical environment to evaluate each investment
• Configure process flows using existing interactive forms and analysis tools

Audience

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

Course Topics Navigation Portfolio and Folder Structures Using Forms Managing Data on Scorecards Collaboration My ProSight Investor Maps Graphs & Dashboards Creating Scorecards Query-Based Portfolios Investor Maps Creating Tables Graphs & Dashboards Workbooks The Setup Module Categories and Value Lists Data Exchange with MS Excel Alerts/Notifications Managing Existing Folders, Objects, and Items Configuring Hierarchies and Security Managing Users and User Groups Advanced Security
Course Objectives

• Configure the Analytical Environment
• Manage Data using Forms
• Set Category Properties
• Define Category Values and Indicators
• Use Forms to Create New Items
• Configure Process Flows
• Create and Manage new Business cases
• Create a Portfolio Link to a Portfolio Dashboard
• Manage Data Using Scorecards
• Identify the Major Portfolio and Folder structures
• Navigate throughout the Portfolios, Items and Modules
• Print and Export data
• Create Scorecards
• Create Query-Based Portfolios
• Create Investor Applications
• Display Goals and Gap Indicators