Articles
Portfolios
2023-09 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 pro...
Programs
2023-09 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. ...
About Power Apps Dashboards
2023-09 The Dashboards Section The Dashboards section contains multiple BrightWork 365 Power Apps charts, each with many views of their own for further drilling down into project details. The first series of chart category to displa...
Portfolio & Program Status Reporting
2023-09 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...
Portfolio & Program Actions
2023-09 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 Act...
Portfolio & Program Costs and Budgets
2023-09 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 p...
Portfolio & Program Communications
2023-09 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 t...
Work Allocation Reports
2023-09 BrightWork 365 provides a number of rollup work-related reports for the various types of work that can be assigned to project team members. My Work The My Work report rolls up all work items assigned to the logged in user either i...
About Power BI Dashboards
This article is for BrightWork 365 Release February 2023 (v1.6) and newer. Intro to BrightWork 365 Power BI Dashboards In order to use BrightWork 365 Power BI Dashboards, users must have a Microsoft Power BI Pro license or E5/G5 plan, an...
Resource Utilization - Power BI Reports
Your browser does not support HTML5 video. 2023-09 Introduction In addition to Work Allocation reports , BrightWork 365 also offers a Resource Utilization Power BI Dashboard , allowing users to view all the project task assignments ac...
Project Documents Dashboard - Power BI
2023-09 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...