Portfolios

This section lists the portfolio management differences between P6 and Primavera Cloud. For more information on how portfolios are managed in Primavera Cloud, refer to the Portfolios section of the Oracle Primavera Cloud Help on Oracle Help Center

General

Feature

P6 EPPM Web

P6 EPPM Client

P6 Professional

Primavera Cloud

Notes

Portfolio Home Page

 

 

 

Y

 

Contains Portfolios

 

 

 

Y

 

Contains Projects

 

 

 

Y

 

Contains Programs

 

 

 

Y

 

File/Document Repository

 

 

 

Y

 

Funding Sources

 

 

 

Y

 

Snapshots

 

 

 

Y

 

Manage Portfolios

Feature

P6 EPPM Web

P6 EPPM Client

P6 Professional

Primavera Cloud

Notes

By Filter

Y

 

 

Y

 

Manual Creation

Y

Y

Y

Y

In P6 Professional, portfolios are only used for opening projects.

Scheduled Automation

 

 

 

Y

 

Manage Portfolio Views

Feature

P6 EPPM Web

P6 EPPM Client

P6 Professional

Primavera Cloud

Notes

Histograms

Y

Y

Y

Y

Available for Dashboard charts and Budget and Resource Planning View in Primavera Cloud.

Investor Maps/Bubble Charts

Y

 

 

Y

 

Measures Tracking

 

 

 

Y

 

Pie Charts

Y

 

 

Y

Available for Dashboard charts in Primavera Cloud.

Prioritization Matrix

 

 

 

Y

 

Scorecards

Y

 

 

Y

 

Side-by-side Histograms

Y

 

 

Y

 

Sparklines on Measures

 

 

 

Y

 

Spending Plan

 

 

 

Y

In Primavera Cloud, the Spending Plan provides an annual breakdown of the budget, including forecasted, actual, and approved budget for a portfolio.

Stacked Histogram

Y

Y

Y

Y

 

Trend Charts

 

 

 

Y

In Primavera Cloud, Trend Charts provide comparison against historical data, periodically.

Budget Planning

Feature

P6 EPPM Web

P6 EPPM Client

P6 Professional

Primavera Cloud

Notes

Approval Workflows

 

 

 

Y

 

Configurable Planning Sheet

 

 

 

Y

 

Funding Allocation and Analysis

 

 

 

Y

 

Link/Unlink Project Budget/Forecast

 

 

 

Y

 

Manage Multiple Scenarios

 

 

 

Y

 

Manual Selections of Projects

Y

 

 

Y

 

Scenario Comparison

 

 

 

Y

 

Scenario Optimization - Efficient Frontier

 

 

 

Y

 

Scenario Optimization - Waterline

Y

 

 

Y

 

Spending Plan per Scenario

 

 

 

Y

 

Target Budget per Scenario

 

 

 

Y

 

Unmet Dependencies

 

 

 

Y

 

Resource Planning

Feature

P6 EPPM Web

P6 EPPM Client

P6 Professional

Primavera Cloud

Notes

Allocations Gantt

Y

 

 

Y

 

Approval Workflows

 

 

 

Y

 

Capacity Planning

Y

Y - Tracking View

Y - Tracking View

 

Capacity plan displays a gantt chart and role based profile or spreadsheet.

Tracking View can display a gantt chart and resource profile or spreadsheet.

Configurable Planning Sheet

 

 

 

Y

 

Full-Time Employees or Hourly

 

 

 

Y

 

Gantt Chart

Y

Partially Supported in Project View

Partially Supported in Project View

 

P6 EPPM Web Portfolio Gantt Chart displays a project-level summary gantt and project units or costs in a spreadsheet or histogram.

Project View displays project-level summary gantt.

Manage Multiple Scenarios

 

 

 

Y

 

Manual Selections of Projects

Y

 

 

Y

 

Performance Status

Y

Y - Project View

Y - Project View

 

P6 EPPM Web offers a consolidated view of project performance within a portfolio.

Performance status columns can be displayed in the Project View of P6 Professional.

Return On Investment (ROI)

Y

 

 

Y

 

Role Graph Analysis per Scenario

Partially Supported

 

 

Y

 

Scenario Optimization - Efficient Frontier

 

 

 

Y

 

Scenario Comparison

 

 

 

Y

 


Last Published Tuesday, May 21, 2024