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Oracle Primavera P6 Version 8: Project and Portfolio Management by Daniel L. Williams PhD, Elaine Britt Krazer

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Creating a portfolio

Let's walk through setting up a new portfolio by choosing Portfolios | Manage Portfolios | Create Project Portfolio.

A screen as shown in the following screenshot appears:

Creating a portfolio

Project Portfolio Name should describe the nature of the portfolio. You may always rename the portfolio later on.

The projects in the portfolio may be added Manually or By Filter. In the previous screenshot, you can see that we have manually added three projects to our new portfolio. Projects are added and removed from the portfolio using the arrows.

If you choose By Filter, the screen changes to show a list of filters for the portfolio. You can filter on a number ...

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