Managing Portfolios with Clarity Courses and other IT courses from TEKsystems Education Services

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Course Code:	MQ 605
Course Abstract:	The goal of this course is to be able to utilize the portfolio analysis and scenario capabilities of Clarity Portfolio Manager. This course is designed as demonstration and discussion followed by structured exercises for each subject. This gives each participant an opportunity to practice what they’ve just learned, and encourages them to apply their understanding to real-world portfolio management challenges.
Audience:	This course is designed for individuals who are portfolio managers who will be using Clarity Portfolio Manager to scope, plan, evaluate, limit, and distribute funds to high-priority initiatives.
Duration:	1 day
Learning Outcomes:	Upon completion of this course, the participant will be able to: > Create a portfolio inventory > Evaluate possible investments via budget, business case and alignment to corporate goals > Categorize and score a portfolio based upon alignment to corporate goals > Implement decisions made to add, continue or suspend investments > Use and understand the Portfolio Portlets > Create and apply different scenarios > Apply processes
Course Topics:	Clarity and Portfolio Management Gain an understanding of Clarity’s Portfolio Management capabilities. Review Clarity Project Management and Portfolio Management Terms and Definitions Present an overview of Portfolio Management Creating Portfolios Create a new portfolio Managing a Portfolio’s Content: Adding or Removing contents to a portfolio Include or Exclude Power Filters Adding Individual Projects Synchronizing Investment Types Opening and Navigating in Portfolios Opening and Navigating in a Portfolio Using the Portfolio Page Toolbar Grouping Portfolios Adding Child/Parent Portfolio Associations Rolling Up Budgeted Costs and Budgeted Benefits from Child Portfolios Distributing Budgeted Costs and Budgeted Benefits from a Parent Portfolio Removing Child Portfolio Associations Using the Portfolio Scorecard Analyzing Portfolios Using the Scorecard Presenting Information on the Scorecard Viewing the Portfolios Investment Portlet Viewing the Portfolios Balance Portlet Viewing the Portfolios Gantt Portlet Viewing the Portfolios Financials Portlet Using the Portfolio Analyze Tab Life-cycle Funnel Portlet Budgeted Cost Portlet Benefits by Goal Portlet Cost/Benefit Portlet ROI/Alignment Zones Portlet Risk/Reward Quadrant Scenarios Scenario Overview Viewing a List of Scenarios Building Scenarios Adding Constraints to Portfolio Scenarios Pinning Investments Including and Excluding Scenario Investments Setting Scenario Optimization Parameters Adding Optimization Attributes Ranking Investments Ranking Optimization Parameters Ranking Scalar, Unbounded and Enumerated Attributes Weighting Optimization Parameters Using the Efficient Frontier Determining and Constructing the Graph Analyzing the Efficient Frontier Viewing the List of Candidate Scenarios Viewing and Comparing Candidate Scenarios Adding Investments to Scenarios Adding Investments to your Scenario Completing Excluding a Scenario Investment Hiding /Un-hiding Scenario Investments Managing Scenarios Opening and Navigating Scenarios Communicating Scenarios Applying Scenarios to Portfolios Copying, Viewing and Modifying Scenarios Resource Capacity Planning with Scenarios Deleting Scenarios
Prerequisites:	This course requires working knowledge of the Clarity environment including navigation of the user interface. Portfolio Mangers should also have attended the Managing Projects with Clarity course or possess a working knowledge of the Clarity Project Manager module.

Managing Portfolios with Clarity Course

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