Primavera Portfolio Management Essentials

Primavera Portfolio Management Essentials

The Primavera Portfolio Management Essentials (1Z0-544) exam is designed for individuals who possess a strong foundation and expertise implementing and/or developing Portfolio Management solutions. This certification exam covers topics on core elements such as: System Set-up, Portfolio Analytics, Administrative Capabilities, and Advanced Calculative Functions, in the context of typical use case implementations. Up-to-date training and field experience are recommended.

Successfully completing the requirements of this certification track earns the designation of Primavera Portfolio Management 9 Certified Implementation Specialist. This certification differentiates OPN members in the marketplace by providing a competitive edge through proven expertise. This certification helps the OPN member's partner organization qualify for the Primavera Portfolio Management 9 Specialization.

120 minutes
Number of
Exam Price:
US$ 245

More on exam pricing

Passing score subject to change. View Details
Primavera Portfolio Management 9 Certified Implementation Specialist

OPN Certified Specialist
Exam Validation:
Exam validated against release 9
Exam Format:
Multiple Choice


Recommended Training and Preparation Additional Information & Resources Exam Topics Fraudulent Activity Policy

Recommended Training
Primavera Portfolio Management Essentials Exam Study Guide (PDF)
OPN Guided Learning Path
Primavera Portfolio Management 9 Implementation Specialist


Additional Information & Resources
Exam Retake Policy
Specialization Catalog (PDF) for all launched and planned Specializations
Product Mapping to Specialization (XLS)


Exam Topics

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 feature

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
Section 5: Workflows

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


Oracle Certification Program Fraudulent Activity Policy

Oracle reserves the right to take action against any candidate involved in fraudulent activities, including, but not limited to, fraudulent use of vouchers, promotional codes, reselling exam discounts and vouchers, cheating on an exam, alteration of score reports, alteration of completion certificates, violation of exam retake policies or other activities deemed fraudulent by Oracle.

If Oracle determines, in its sole discretion, that fraudulent activity has taken place, it reserves the right to take action up to and including, but not limited to, decertification of a candidate's Oracle Certified Associate, Oracle Certified Professional and/or OCM credentials, temporary, indefinite or permanent ban of a candidate from Oracle certification programs, notification to a candidate's employer, and notification to law enforcement agencies. Candidates found committing fraudulent activities forfeit all fees previously paid to Oracle, or to Oracle's authorized vendors, and may be required to pay additional fees for services rendered.

View the Oracle Certification Program Candidate Agreement which requires your agreement before the start of each exam.

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