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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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Chapter 12. Portfolio Analysis

Now that we have seen how to create and maintain portfolios, let's take an in-depth look at how to use them. First, we will discuss how to use the main Portfolio Analysis screen. Then we will dive into the different kinds of analysis views, how to configure each kind, and what the various options and settings do.

In this chapter, we will cover:

  • The Portfolio Analysis screen
  • Scorecard screens
  • Graphical displays

Note that all of the items and examples in this chapter are for the Web client, not P6 Professional. In our opinion, the Web client is superior for viewing and maintaining portfolios.

The Portfolio Analysis screen

To get to the Portfolio Analysis screen, click on Portfolios, then choose one of the available views ...

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