Get Started as a Portfolio Manager in Primavera Cloud
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First, complete these essential tasks.
Now, get set up.
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Configure the Portfolio App
Set up workspaces, dictionaries, permissions, and other settings.
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Enable Project Proposals
Create a project proposal workflow, so users at your organization can submit projects for approval.
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Create Portfolios
Create portfolios and populate them with projects, programs, or other portfolios.
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Manage Your Budget
Use the Cost & Funds app to manage the cash flow, budget, actuals, and funds for the projects and/or programs in your portfolios.
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Prioritize the Right Projects
Use an evaluation matrix, budget planning, and resource management to prioritize the right projects for your organization.
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Monitor Your Portfolios
Evaluate how your portfolios are progressing over time.
What's Next
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Training
Learn Primavera Cloud Portfolio Management on Oracle University.
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User Guide
Bookmark the Portfolio Management user guide.
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Status Page
Sign up for real-time performance updates.
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Additional Learning
Check out Primavera Cloud on Oracle University.
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