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 level: Basic
Targeted roles: Program managers, project managers, executives
Course length: 1 day
Prerequisite: Course 101 recommended but not required
Professional Development and Continuing Education Units:
Earns 6.5 PDUs and .65 CEUs
PMI Program Number – 109 (pending)

Learning Outcomes:

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