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IT Portfolio Management in P6

IT Portfolio Streamlined with PeopleSoft and P6

IT Portfolio Management in P6

8 weeks to develop integrated system

Written by Nicole Jardin

Client Overview

The client is a large cancer research hospital in California. They use Primavera tools for portfolio and project management across the program management, IT and capital projects teams. The IT team was finding that the system was not giving them the project status and resourcing information they were hoping for. Nor could they ascertain what the resourcing, in-house and outsourced, capacity and efforts were for the short and long-term planning.


  • Developing a new project management structure with new projects, upgrade projects and ongoing support work

  • Transparency for resourcing across multiple departments - reworking of roles, resource codes, employee ID from PeopleSoft

  • Overhauling the EPS, OBS, CAS, and WBS templates after completing workshops


  • Led design sessions for changes to global structures, stage gate templates, and consistent deliverables

  • Remapping and migration was done with P6-Loader after each working session so management could see the changes right away

  • Training was delivered by Emerald using custom developed UPK content and small working sessions for the different business leaders and then team project managers

  • Management Dashboard for timesheet submissions, project stage gate and milestones from templates were developed

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