Oracle Primavera Specialists

Oracle Primavera Cloud Service Portfolio Management

This course is devoted to learning how to manage your portfolio, using OPC’s powerful functionality to plan, evaluate and execute project portfolios along global strategies. Discover the multitude of attributes and parameters that allow the user to filter and prioritize projects and explore how to compare portfolios performance and forecast through the use of scenarios. 

The course goes on to show you how to work with strategies to help you to manage your portfolio with confidence. In OPC, strategies can be defined on an enterprise level. For each strategy, goals and criteria can be defined for the evaluation of projects or proposals. Both the setup of the strategies and the process of using strategies in daily business are explained. 

Duration: Half day

Course Code: C204

What you will learn

  • Create filtered portfolios and portfolio views
  • Plan, evaluate and execute portfolios
  • Use global strategies to manage your portfolio
  • Filter projects
  • Prioritize projects
  • Compare portfolio performance
  • Forecast
  • Define strategies
  • Evaluate strategic alignment 
  • Monitor portfolio strategy

Audience

  • Programme Managers
  • Project Managers
  • Stakeholders

Related Training

Suggested Prerequisites:

Awareness of projects loaded into OPC and general Portfolio Management

Course Topics

  • Create filtered portfolios
  • Create portfolio views
  • Create portfolio scenarios
  • Collaborate on portfolio strategy
  • Select portfolio scenarios
  • Scorecard
  • KPI definition
  • Define strategies
  • Evaluate strategic alignment
  • Monitor portfolio strategy

Course Objectives

Portfolio

  • Understand portfolio management
  • Use scenarios to help you to plan and prioritize
  • Learn to collaborate on portfolio strategy
  • Define KPIs

Strategy alignment

  • Understand how to work with strategies
  • Define strategies at enterprise level
  • Evaluate strategic alignment
  • Understand how to monitor portfolio strategy

Upcoming Training Courses

Choose a course:

Course Title:

Date:

Duration:

Delivery:

Cost (+VAT):

Register to attend:

06/05/2025

3 Days

Online

£1500

21/07/2025

2 Days

Online

£995

29/07/2025

3 Days

Online

£1500

27/10/2025

2 Days

Online

£995

25/11/2025

3 Days

Online

£1500

Currently, no events are scheduled for this course. To register your interest please call us on 01943 222001.

View all upcoming courses

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