Portfolio Management in P6 Web provides hands-on training on managing portfolios in P6 Web. Topics include creating a portfolio, viewing and analysing 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 duration: 1 day
  • Teaching method: interactive, at TotalSoft’s training centre
  • Course format: 40% theory, 60% practice
  • The course addresses: Business Analysts, End Users, Project Managers
  • You will learn to: manage portfolios in Primavera P6 Web.

Course Objectives

  • Set preferences
  • Review performance thresholds
  • Customize the Portfolio Analysis tab
  • Create a portfolio view
  • Create a portfolio manually
  • Create a risk

Course content

  • Introduction to Portfolios
  • Viewing Portfolio Performance
  • Viewing Portfolio Information
  • Analysing Portfolios
  • Managing Issues and Risks
  • Case Study: Managing Portfolios

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