EncartaLabs

CA Clarity PPM - Portfolio Management

( Duration: 2 Days )

The CA Clarity PPM - Portfolio Management training course will show Participants how to create, maintain, and analyze the true cost and benefit of organizational initiatives using the performance analysis and scorecard features of CA Clarity PPM.

By attending CA Clarity PPM - Portfolio Management workshop, Participants will learn to:

  • Create and maintain portfolios, which enables them to create a detailed inventory of all your investments.
  • Add investments to define the content of a portfolio, which enables you to monitor and analyze grouped investments.
  • Analyze a portfolio, which helps you make decisions about adding to or removing investments from the portfolio and ensuring that resources are optimally allocated to the best investment combinations.
  • Create and maintain scenarios, which helps you plan the allocation of your resources across investments, decide on the correct set of investments for your portfolio, and adjust your portfolio budget.

Knowledge of project and investment management in CA Clarity PPM, equivalent to the course, CA Clarity PPM - Project and Investment Management

  • Business Analysts
  • Business End Users
  • Business Team Members
  • IT Services Managers
  • Key Resources
  • Key Stakeholders
  • Process Managers
  • Project Management Office
  • Project Managers
  • Project Sponsors

COURSE AGENDA

1

Build Portfolios

  • Describe Portfolio Management
  • Create portfolios
  • Add investments to a portfolio
  • Create portfolio targets
2

Analyze Portfolios

  • Review the Waterlines page
  • Review the PMO‐Portfolio Investment Dashboard portlets
  • Review the Portfolio Dashboard pages
3

Manage Portfolio Plans

  • Create portfolio plans
  • Implement plans

Encarta Labs Advantage

  • One Stop Corporate Training Solution Providers for over 4,000 Modules on a variety of subjects
  • All courses are delivered by Industry Veterans
  • Get jumpstarted from newbie to production ready in a matter of few days
  • Trained more than 50,000 Corporate executives across the Globe
  • All our trainings are conducted in workshop mode with more focus on hands-on sessions

View our other course offerings by visiting http://encartalabs.com/course-catalogue-all.php

Contact us for delivering this course as a public/open-house workshop/online training for a group of 10+ candidates.

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