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)
{akreserv,Course106}
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