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August 19, 2015 By TheP6Pro
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Primavera P6’s Enterprise Project
Structure (EPS) organizes the entire
database of projects into a manageable
system reminiscent of a le structure. It SUBMIT
also allows the administrator to control
who sees what projects and what
permissions they have when accessing
those various projects. Even so, the list of
projects can become quite considerable

CATEGO
and you may nd it desirable to trim
down the list further so that you only see

RIES
projects directly relevant to you.
Project portfolios is a feature in Deltek Acumen
Primavera P6 that allows you to load up
and implement a small set or portfolio of Deltek Cobra
projects in the EPS. The advantage is you
only see what you want to see and your Earned Value Mgmt
computer’s memory requirements are
Microsoft Project
signi cantly reduced because you are
only accessing a small portion of the
PMO
overall EPS.
Primavera P6
This article describes how to create and
utilize user de ned project portfolios in Project Management
Primavera P6.
Risk Management

We begin in Figure 1 with the entire EPS.

ARCHIV
ES
Select Mo

Figure 1

Note the dashboard in the lower portion

of the Projects view that speci es that
the current portfolio is ‘All Projects’. This
means that the entire EPS is currently
loaded up in the le system, which could
hinder system performance.

To create a le portfolio we select

Enterprise | Project Portfolios… from the
top drop down menu. Click the + Add
button and type in the name ‘Examples’,
Figure 2.
 Figure 2
In the Project Portfolios dialog General
tab bottom details make the portfolio
available to the Current User. If you have
suf cient privileges in Primavera P6, you
could make it global by setting the
availability to all users. Next, in the
Projects tab bottom details, assign all the
projects that you want to include the
portfolio ‘Examples’, Figure 3.

Figure 3

After this you are essentially done!

Note that any project can appear in any

number of portfolios, so there are no
restrictions in this regard.
Activate your newly created portfolio by
selecting File | Select Project Portfolio.
Highlight the ‘Examples’ user portfolio
and click OK. Now only your selected
portfolio will be displayed.

However you may see empty nodes that

are not in your Examples portfolio. To
remove this clutter select the Group and
Sort by icon at the top of the screen or
View | Group & Sort > Customize. In the
bottom Group By Options toggle ‘Hide if
empty’, Figure 4.

Figure 4
This will remove the empty clutter from
the screen, Figure 5.

Figure 5
If you want to further remove the
portfolios EPS nodes select the Group
and Sort by icon and List. Primavera P6
will now display a simple list of les,
Figure 6.
 Figure 6
One more useful item to mention; if you
add a new project, or copy an existing
project while working within a portfolio,
Primavera P6 will automatically insert it
into your current portfolio. For example, if
you have a portfolio called Bid Projects,
and you add a new bid project while
using that portfolio, P6 will automatically
add that new bid project to the Bid
Projects portfolio.

You don’t have to go back to the

Enterprise menu and manually add it
there. It will also appear in the default All
Projects portfolio; however it will not
appear in any other portfolio unless you
manually add it; even if you added the
new project to an EPS node shared by
other bid projects.

Summary
Employing the entire EPS may be a huge
burden on your computer memory.
Primavera P6’s portfolios feature helps
enable you to focus in on only the
projects you are currently working on,
which will free up computer memory.

Use the Group and Sort by options to

further remove unnecessary clutter. It is
important to note that Primavera P6 will
only automatically insert new les into
the current portfolio, regardless of
whether the same EPS node, where you
are inserting the le, appears in both the
current and non-current portfolios. The
‘All Projects’ portfolio will, as stated,
display every project in the EPS.

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