This Portfolio Management in Primavera P6 training course provides hands-on training on managing portfolios in P6 Web Access. Topics include creating a portfolio, viewing and analyzing portfolio performance, creating portfolio views, capacity planning, waterline analysis, and managing issues and risks.

A case study at the end of the day reinforces new skills and functionality.

Learn To:

  • Create a portfolio
  • Assess portfolio performance
  • View return on investment data
  • Conduct waterline analysis
  • View capacity planning
  • Create performance thresholds



  • Create a portfolio
  • View portfolio performance
  • View portfolio information
  • Analyze portfolio performance
  • Manage issues and risks


  • Using Portfolios
    • Selecting a portfolio
    • Creating a portfolio favorite
    • Setting preferences
  • Viewing Portfolio Performance
    • Reviewing performance thresholds
  • Viewing Portfolio Information
    • Viewing return on investment data
    • View data in the Gantt Chart
    • Customizing the Gantt Chart
  • Analyzing Portfolios
    • Creating a portfolio view
    • Viewing waterline analysis
    • Creating a scenario
    • Viewing Capacity Planning page
  • Managing Issues and Risks
    • Viewing issues and issue details
    • Creating a risk


  • Project Manager
  • End Users
  • Functional Implementer
  • Business Analysts
  • Project Planners and Schedulers


Related Primavera P6 Classes

This course is available:

1- Classroom Training ” Toronto, Scarborough, Mississauga ”
2- Your site” US, Canada, and the Middles East”
3- Live Virtual Class: Interactive, online training and labs. The same quality as classroom training, in a live, online format. Direct and interactive access to instructors. Save travel time and costs

For more information, contact us

A certificate of completion is available upon completing the training.

PMVISION reserves the right to postpone/cancel an event, or change the location of an event because of insufficient enrollments, instructor illness or force-majeure events.


Cancellation & Refund Policy

  • Reserve your seat fee:  Non Refundable. To be refunded if the class is cancelled by PMVISION
  • In case PMVISION  cancels an event, 100% refund will be paid to the delegate.
  • If the cancellation is done by the delegate within 48 hours of subscribing, 10%  will be deducted as administration fee.
  • If a cancellation is done by a delegate 7 days or more, prior to the event, 20% will be deducted as administration fee.
  • If a cancellation is done by a delegate 7 days or less, prior to the event, no refunds will be made
  • Bookings made at discounted prices ( Including Early Bird Booking) cannot be cancelled.
  • If you will have to travel to attend the course, please don’t make any travel arrangements until we confirm the class. We usually usually confirm the class by emails at least one week prior to the start date.


IMPORTANT: We recommend waiting to book any non-refundable travel until 1 week  before the start of class. PMVISION is not responsible for any loss incurred as a result of a canceled class. Please email: for any additional questions.