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(PS-2649) Portfolio Management in P6

Level: Basic
Author(s): Molly I. Donaldson, CCP
Venue: 2017 AACE International Annual Meeting, Orlando, FL

Abstract: Oracle® Primavera P6 has built-in functionality that allows the user to group projects into portfolios and to then perform analysis on those projects as a group. Portfolio analysis is used to group sub-projects into the overall project and to group individual projects into a group for management within the organization. This paper details the process of creating and using portfolios, displaying portfolio data, and examines the behind the scenes calculations performed by the software to provide portfolio level data such as performance status and Earned Value metrics. In addition, the differences between Primavera P6 Professional and Primavera P6 EPPM are considered for portfolio management.