| Course 301 - Primavera ProSight Enterprise Portfolio Management
Duration: 1 day |
Price: $770 |
PDUs: 6.5 |
PMI Program#: PS101 |
The introductory course will discuss key Portfolio Management concepts, including Portfolio Management operating structures, governance structures, and business processes. This course will also deliver an overview on basic ProSight Portfolios concepts and definitions, including Portfolios Navigation and introduction to Scorecards, Investor Maps, Forms, and Workbooks.
The time allotted for this course will enable time for hands on exercises that support all instructions. This course will be required prior to attending the more advanced classes available and will be the building block to advance throughout all the features and functionalities of Primavera ProSight Portfolios.
Learning Outcomes:
- Management of Data using Forms
- Management of Data using Scorecards
- Identify the major Portfolio and Folder structures
- Navigate throughout the Portfolios, Items and Modules
- Adding a new item
At the completion of this course the student will be able to:
- Enter a new item
- Using Forms
- Using Scorecards
- Portfolio and Folder Structures
- Printing and Exporting data
- Entering and revising data
- Creating My Portfolios
- Working with workbooks
- Manage all Data within ProSight Portfolios 6
Course Outline
- Introduction to Enterprise Investment Management
- ProSight’s Top –down portfolio management approach
- Differences between Project Management and Portfolio Management
- Entering and Managing the Data and Modules
- Portfolio and Folder Structures
- Navigation of Forms
- Navigation of Scorecards
- Exporting and Printing
- Collaboration
- Using My Portfolios/My Processes
- Using Workbooks
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