Primavera Portfolio Management Rel 9.0 Course Overview

Primavera Portfolio Management Rel 9.0 Course Overview

The Primavera Portfolio Management Rel 9.0 course is designed to educate learners on the robust portfolio management capabilities of Oracle's Primavera software. This course offers a comprehensive understanding of how to effectively manage and track portfolios, ensuring alignment with organizational objectives. By diving into the key features and functionalities through practical lessons and modules, participants will learn to utilize processes, forms, scorecards, investor maps, workbooks, and workflows to streamline project portfolio management.

Learners will gain proficiency in e-mailing links and folders, updating and exporting data, customizing scorecards, displaying investor maps, taking snapshots, and managing action items and life cycles. The course also includes creating and managing processes, adding text to items, and setting up query-based portfolios. These skills will enable individuals to enhance their project management expertise, improve decision-making, and drive successful project outcomes. Overall, the course serves as a critical knowledge base for professionals looking to leverage Primavera Portfolio Management in their organizations.

This is a Rare Course and it can be take up to 3 weeks to arrange the training.

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  • Live Online Training (Duration : 16 Hours)
  • Per Participant
  • Guaranteed-to-Run (GTR)
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  • Live Online Training (Duration : 16 Hours)
  • Per Participant

♱ Excluding VAT/GST

Classroom Training price is on request

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Course Prerequisites

To ensure that participants are well-prepared to take on the Primavera Portfolio Management Rel 9.0 course and gain the maximum benefit from the training, the following prerequisites are recommended:


  • Basic understanding of project management principles and practices.
  • Familiarity with common project management terminology.
  • Experience with Windows-based applications for navigating through software menus, dialogs, and windows.
  • Basic knowledge of navigating the internet for activities such as sending emails and accessing shared documents.

Please note that while these prerequisites are intended to provide a baseline for the training, individuals with varying levels of experience may find the course valuable. The content is designed to be accessible to those new to Primavera Portfolio Management, as well as beneficial for those looking to deepen their existing knowledge.


Target Audience for Primavera Portfolio Management Rel 9.0

Primavera Portfolio Management Rel 9.0 is designed for professionals managing project portfolios, streamlining processes, and data analysis.


  • Project Managers
  • Portfolio Managers
  • Program Managers
  • Planning Engineers
  • Project Control Officers
  • Project Management Office (PMO) staff
  • Business Analysts
  • IT Managers
  • Operations Managers
  • Functional Managers overseeing project execution
  • Process Improvement Specialists
  • Consultants specializing in project management tools
  • Technical leads coordinating project schedules and resources


Learning Objectives - What you will Learn in this Primavera Portfolio Management Rel 9.0?

Introduction to Learning Outcomes and Concepts Covered:

This course aims to provide comprehensive knowledge and skills in utilizing Primavera Portfolio Management Rel 9.0 for effective project and portfolio management, encompassing processes, forms, scorecards, maps, and more.

Learning Objectives and Outcomes:

  • Understand the process of emailing links and folders to streamline communication and data sharing within Primavera.
  • Gain the ability to update data on forms and scorecards, ensuring accurate tracking of project variables.
  • Learn the techniques for printing and exporting data to disseminate information effectively among stakeholders.
  • Master customization of scorecards for tailored performance metrics and viewing cell properties for detailed analysis.
  • Display and interpret investor maps, utilize filtering to refine data views, and take snapshots for recording project states.
  • Acquire skills in working with action items, life cycles, and dependencies within workbooks to manage project components effectively.
  • Initiate and manage workflows to facilitate process automation and enhance project management efficiency.
  • Create process links and add text to processes for improved navigation and understanding in Primavera's process framework.
  • Develop scorecards by adding categories that align with organizational objectives and performance measures.
  • Create query-based portfolios by entering and managing portfolio information, enabling informed decision-making and strategic alignment.