Primavera Portfolio Management Rel 9.0

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