Course 1
Primavera Portfolio Management End User Fundamentals

Introduction to Portfolio Management

• Describe the concept of a Portfolio
• Describe the main steps in the Portfolio Management Process
• Describe the Building Blocks of Primavera Portfolio Management

Fundamentals of Primavera Portfolio Management

• Navigate Primavera Portfolio Management
• Update Preferences

Introduction to Portfolio and Folder Structures

• Navigate Portfolio Structures
• Use the Search festure

Introduction to Forms

• Identify Data Types in Forms
• Enter and Save data in a data-entry field
• Print and Export Forms

Introduction to Scorecards

• Work with Scorecards and Portfolios
• Use Direct Update
• Print and Export Scorecards

Processes Pane Basics

• Create Links (Portfolio Links, Document Links , WEB links, Text Links)
• Edit My Processes

Introduction to Investor Maps

• Customize the Investor Map
• Utilize What-If Mode functionality

Work with Investor Maps

• Use Filters
• Find Specific Items

Introduction to Graphs and Dashboards

• View a Dashboard
• Modify graph information

Introduction to Workbooks

• Access a Management Workbook
• Navigate Management Workbook tabs

Course 2
Primavera Portfolio Management Advanced Topics Boot Camp

Section 1:  Analytics

Create Scorecards

• Create a new Scorecard
•  Apply Security Settings to the Scorecard

Query-Based Portfolios

• Create a Query Based Portfolio

Work with Investor Maps

• Create an Investor Map

Create Tables

• Create Tables

Work with Graphs and Dashboards

• Create Graphs
• Create Dashboards

Work with Workbooks

• Customize Management Workbooks

Section 2:  Configuration

Work with Categories

• Create and maintain Categories

Work with Value Lists

• Create and maintain Value Lists

Work with Forms

• Design Forms

Data Exchange between MS Excel and PPM

• Copy and Paste from PPM to Excel
• Copy and Paste from Excel to PPM

Work with Alerts

• Create and maintain Alerts

Manage existing Folders, Portfolios, Objects and Items

• Manage existing Folders, Portfolios, Objects and Items

Manage Users and User Groups

• Manage Users and User Groups

Configure Hierarchies and Security

• Configure Hierarchies and Security

Work with My Processes

• Create and Maintain My Processes

Section 3: System Administration

Using the Admin Window

• Use the Admin Window to manage the Portfolio Management System
• Perform system administration tasks
• Define and configure access settings

Use the PPM Console

• View the PPM Version and Status
• Start and Stop the PPM and Internet Information Server
• Manage PPM Databases

Use the PPM Menu and Server Utilities

• Determine which tasks are performed on only front-end, only back-end or on all the servers
• Perform PPM Maintenance tasks
• Perform Server Utilities tasks

Import and Export PPM Packages

• Explain Packages concept
• Perform import and export tasks

Section 4: Advanced Functions

Create and Maintain Functions

• Create and Maintain Functions

Advanced Functions

• Use the Advanced Functions Editor to create and edit functions

Basics of JavaScript

• Use the Advanced Function Editor to create advanced functions

Introduction to Workflows

• Describe key functional components of Portfolio Management Workflows

Create a Workflow

• Access the Workflow Wizard
• Enter General Workflow Information
• Select Instance Defaults
• Select a Manager

Design a Workflow (Steps and Tasks)

• Design Workflow Steps and Tasks

Design a Workflow (Insert Decision Steps)

• Insert Decision Steps

Assign Permissions and Test

• Assign Permissions for the Workflow
• Test a Workflow

Manage Workflows

• View Workflows in the Guide Pane
• Stop and Start Workflows
• Edit a Workflow that is Running

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