Primavera Portfolio Management Rel 9.0

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Description

This Primavera Portfolio Management course teaches you how to use PPM functionality to evaluate and analyze portfolios. It's designed for end-users and does not cover administrative topics.

Learn To:

  • Use and create forms and scorecards.
  • Use investor maps, workbooks and dashboards.
  • Create portfolios.
  • Use and create processes.
  • View items in PPM.

Case studies enable you to apply your newly developed skills to analyze portfolio data.


Audience
  • End Users

Course Topics Using Processes
  • E-Mailing Links and Folders
Using Forms
  • Updating Data
  • Printing and Exporting
Using Scorecards
  • Updating Data
  • Customizing
  • Viewing Cell Properties
Using Investor Maps
  • Displaying a Map
  • Filtering
  • Taking a S…

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Frequently asked questions

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Didn't find what you were looking for? See also: Portfolio Management, Retail (Management), Project Management, Risk Analysis, and Planning.

This Primavera Portfolio Management course teaches you how to use PPM functionality to evaluate and analyze portfolios. It's designed for end-users and does not cover administrative topics.

Learn To:

  • Use and create forms and scorecards.
  • Use investor maps, workbooks and dashboards.
  • Create portfolios.
  • Use and create processes.
  • View items in PPM.

Case studies enable you to apply your newly developed skills to analyze portfolio data.


Audience
  • End Users

Course Topics Using Processes
  • E-Mailing Links and Folders
Using Forms
  • Updating Data
  • Printing and Exporting
Using Scorecards
  • Updating Data
  • Customizing
  • Viewing Cell Properties
Using Investor Maps
  • Displaying a Map
  • Filtering
  • Taking a Snapshot
Using Workbooks
  • Working with Action Items
  • Working with Life Cycles
  • Working with Deliverables
  • Working with Dependencies
Using Workflows
  • Starting a Workflow
Creating Processes
  • Creating Process Links
  • Adding Text
  • Editing
Creating Scorecards
  • Adding Categories
Creating Query-Based Portfolios
  • Entering Portfolio Information

Course Objectives
  • Customize a scorecard
  • View an investor map
  • Track deliverables in a workbook
  • Start a workflow
  • Create process links
  • Create a portfolio
  • Define portfolio management
  • View dashboards
  • Enter data in a form

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There are no frequently asked questions yet. If you have any more questions or need help, contact our customer service.