Portfolios - February 2023 (v1.6)

Your browser does not support HTML5 video. Portfolios Introduction Portfolios are the highest parent level within the BrightWork 365 hierarchy. Portfolios consist of child programs and all of the projects within the respective programs. Your...

Your browser does not support HTML5 video. Programs Introduction A Program is the first child level under a Portfolio. It allows users to group related projects together in order to manage and report on them in a coordinated way. Creating P...

Status Tab The Status  tab displays current metrics and KPIs. The Schedule  date values will automatically populate based on work item dates, and the values for the current overall Status, Health, Cost, and other metrics and KPIs a...

Actions The Actions tab provides users with the ability to create, edit and view details in relation to an Action, a Resolution, an Approval, and to Notes, to help keep projects on track.  To access Actions, click on the Actions tab w...

The BrightWork 365 Costs tab in Portfolios and Programs provides an easy method for rolling up Project budgets and costs. Portfolio & Program Level Cost Tracking To enter the Costs section, click on the Costs  tab of a portfolio or...

The BrightWork 365 Communications tab provides a comprehensive method for capturing various communication related activities at the project, program, or portfolio level. To access Communications, click on the Communications  tab. The ini...

The Project Documents Power BI Dashboard displays documents from across your projects and includes links for easy access. The report includes documents from: Project Requests Project Tasks Project Issues Project Risks Project Actions P...

BrightWork 365 provides a number of rollup work-related reports for the various types of work that can be assigned to project team members. % Complete cannot be set from within work reports; set this value within the actual work record. My...