By Exam Title: Primavera Portfolio Management Essentials
Exam Number: 1Z0-544
Exam Price: $245.00 More on exam pricing
Format: Multiple Choice
Duration: 120 minutes
Number of Questions: 75
Passing Score: 72%
Validated Against: This exam is based on version 9.
Associated Certification Paths
Passing this exam is required to earn these certifications. Select each certification title below to view full requirements.
Primavera Portfolio Management Certified Implementation Specialist
Take Recommended Training Courses
Complete one of the courses below to prepare for your exam (optional):
Primavera Portfolio Management Implementation Boot Camp (available to partners only)
Additional Preparation and Information
A combination of Oracle training and hands-on experience (attained via labs and/or field experience) provides the best preparation for passing the exam.
Resources available to partners only
Training Opportunities for Oracle Partners
Guided Learning Path: Primavera Portfolio Management 9 Implementation Specialist
Course #1 Primavera Portfolio Management End User Fundamentals
Introduction to Portfolio Management
Describe the concept of a Portfolio
Describe the main steps in the Portfolio Management Process
Describe the Building Blocks of Primavera Portfolio Management
Introduction to Portfolio and Folder Structures
Navigate Portfolio Structures
Use the Search Feature
Introduction to Scorecards
Work with Scorecards and Portfolios
Use Direct Update
Print and Export Scorecards
Introduction to Investor Maps
Customize the Investor Map
Utilize What-If Mode functionality
Introduction to Graphs and Dashboards
View a Dashboard
Modify graph information
Course #2: Primavera Portfolio Management Advanced Topics Boot Camp
Create Scorecards
Create a new Scorecard
Apply Security Settings to the Scorecard
Work with Investor Maps
Create an Investor Map
Work with Graphs and Dashboards
Create Graphs
Create Dashboards
Section 2: Configuration
Work with Categories
Create and maintain Categories
Work with Forms
Design Forms
Work with Alerts
Create and maintain Alerts
Manage Users and User Groups
Manage Users and User Groups
Work with My Processes
Create and Maintain My Processes
Use the PPM Console
“View the PPM Version and Status”
Start and Stop the PPM and Internet Information Server
“Manage PPM Databases”
Import and Export PPM Packages
Explain Packages concept
Perform import and export tasks
Advanced Functions
Use the Advanced Functions Editor to create and edit functions
Section 5: Workflows
Introduction to Workflows
Describe key functional components of Portfolio Management Workflows
Design a Workflow (Steps and Tasks)
Design Workflow Steps and Tasks
Assign Permissions and Test
Assign Permissions for the Workflow
Test a Workflow
Fundamentals of Primavera Portfolio Management
Navigate Primavera Portfolio Management
Update Preferences
Introduction to Forms
Identify Data Types in Forms
Enter and Save data in a data-entry field
Print and Export Forms
Processes Pane Basics
Create Links (Portfolio Links, Document Links , WEB links, Text Links)
Edit My Processes
Work with Investor Maps
Use Filters
Find Specific Items
Introduction to Workbooks
Access a Management Workbook
Navigate Management Workbook tabs
Query-Based Portfolios
Create a Query Based Portfolio
Create Tables
Create Tables
Work with Workbooks
Customize Management Workbooks
Work with Value Lists
Create and maintain Value Lists
Data Exchange between MS Excel and PPM
Copy and Paste from PPM to Excel
Copy and Paste from Excel to PPM
Manage existing Folders, Portoflios, Objects and Items
Manage existing Folders, Portoflios, Objects and Items
Configure Hierarchies and Security
Configure Hierarchies and Security
Section 3: System Administration
Using the Admin Window
Use the Admin Window to manage the Portfolio Management System
Perform system administration tasks
Define and configure access settings
Use the PPM Menu and Server Utilities
Determine which tasks are performed on only front-end, only back-end or on all the servers
Perform PPM Maintenance tasks
Perform Server Utilities tasks
Section 4: Advanced Functions
Create and Maintain Functions
Create and Maintain Functions
Basics of JavaScript
Use the Advanced Function Editor to create advanced functions
Create a Workflow
Access the Workflow Wizard
Enter General Workflow Information
Select Instance Defaults
Select a Manager
Design a Workflow (Insert Decision Steps)
Insert Decision Steps
Manage Workflows
View Workflows in the Guide Pane
Stop and Start Workflows
Edit a Workflow that is Running
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