5-5697 - Project and Portfolio Management Analyst Certification Logo

5-5697 - Project and Portfolio Management Analyst Certification

The Project and Portfolio Management Analyst Certification (5-5697) is an industry credential from OpenText that validates your depth of knowledge and practical skills using the OpenText Project and Portfolio Management (PPM) application. It confirms your capability to work with PPM features such as project creation, staffing, work planning, execution tracking, and interpreting financial and resource summaries—all essential for effective portfolio and project decision-making.

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What is 5-5697 - Project and Portfolio Management Analyst Certification about?

This certification exam assesses both fundamental and advanced proficiency with the OpenText PPM application, focusing on lifecycle management, financials, staffing, and portfolio oversight. It’s suited for professionals who need to plan, execute, and monitor projects and portfolios using the PPM platform. Earning the certification demonstrates to employers and peers that you have a practical command of key PPM features and workflows that drive successful project delivery. 

What are the objectives of 5-5697 - Project and Portfolio Management Analyst Certification ?

The goals of this certification include:

  • Validating your understanding of PPM lifecycles, phases, and proposals.
  • Demonstrating your ability to create and manage projects using real staff requirements.
  • Showing competence in building work plans and managing execution.
  • Confirming expertise in analyzing portfolio and project financial summaries and resources.

Who is 5-5697 - Project and Portfolio Management Analyst Certification for?

  • Project Managers
  • Portfolio Managers
  • PMO personnel who intend to use PPM in planning, executing, and monitoring both small-scale and large-scale projects.

What are the prerequisites for 5-5697 - Project and Portfolio Management Analyst Certification?

OpenText requires completion of specific prerequisite courses or prior certifications before taking the certification exam. These prerequisites are mandatory and are clearly defined within the associated OpenText Learning Path for this certification. OpenText strongly recommends combining training, hands-on experience, and self-study to prepare for the exam.

Course Logo

5-5697 - Project and Portfolio Management Analyst Certification - Certification & Exam

In preparation to earn the certification, OpenText recommends completing the following courses and experiences:


  • 2-5691 - Using Project and Portfolio Management (PPM) to Plan and Execute Projects