Portfolio

Portfolio

Portfolios in Primavera P6 helps you group your projects based on certain criteria. Similar to an EPS or a WBS, Portfolios also enable you to mask project which do not belong to the Portfolio group as well. To go to Portolios, you can go to Enterprise, select Project Portfolios. As seen here, I have no

Portfolios in Primavera P6 helps you group your projects based on certain criteria. Similar to an EPS or a WBS, Portfolios also enable you to mask project which do not belong to the Portfolio group as well.

To go to Portolios, you can go to Enterprise, select Project Portfolios.

portfolios 300x258 Portfolio

As seen here, I have no porfolios created in my database. So Now I am create one by click on Add

I wanted to group all the Projects related to the upgrading of the HR IT Systems, so I created under the name “Office HR System Upgrade Projects”

Screen shot 2010 09 02 at PM 12.27.181 300x259 Portfolio

Once that is keyed in, you can now select the Projects related to this by clicking on the Projects tab.Once done click on Assign and select the Projects you wish to add and click the + button.

Screen shot 2010 09 02 at PM 12.31.25 300x259 Portfolio

Now, you have successfully created a Portfolio. You view only your Portfolios in your Project window, you can go to File and then select Open and click on the Select Project Portfolio on the top.

Screen shot 2010 09 02 at PM 12.35.47 300x257 Portfolio

Select and click OK and from now on you will only see Project under that Portfolio.

Screen shot 2010 09 02 at PM 12.45.13 300x165 Portfolio

To reverse it you can go to “All Projects Portfolio”.


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September 01, 2010

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