Portfolios
Track performance and gain visibility across projects and programs.
Articles
FAQs - Portfolios
How do I move a Program to a different Portfolio? Users with the BrightWork PMO Manager or BrightWork Program Manager security role can change a Program's associated Portfolio from the Program Settings tab (the field is locked on the Statement ...
Portfolios
2026-1
Project Management Context
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 BrightWork 365...
Programs
2026-1
Project Management Context
Programs are the first child level under Portfolios, with Portfolios being the highest level in the BrightWork 365 hierarchy. It allows users to group related projects together in order t...
Portfolio Security & Access
Project Management Context
Organizations do not always want to have entirely open access to their portfolio of projects, but rather need to take a more granular approach to security and access, while others are fine with u...
Portfolio & Program Status Reporting
2026-1 & 2025-2
Project Management Context
Status reporting is an extremely efficient method for keeping multiple stakeholders informed about how portfolios and programs are progressing....
Portfolio & Program Risks
Project Management Context
A risk is an unplanned event that has some reasonable likelihood of occurring and would likely have an impact on a project, program, or portfolio. Although risks do not have a certain probability of oc...
Portfolio & Program Issues
Project Management Context
An issue is an unplanned event or previously identified risk that has occurred and is likely to have an impact on the objectives of a project, portfolio, or program. Issues will often have a negative e...
Portfolio & Program Actions
Project Management Context
Not all activity in a project rises to the level of a planned Gantt task. There is a lot of other work that needs to get done outside of the Gantt tab, all of which can be categorized as 'Actions'. The Actio...
Portfolio & Program Costs and Budgets
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 o...
Portfolio & Program Communications
Project Management Context
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 th...
BrightWork Approvals
The BrightWork Approvals module is only active for Requests and Projects created in BrightWork 365 version 2025-2 and later.
Project Management Context
In addition to the ability to view or manage approvals within Requests , Proj...
Calendar Views
Project Calendar Views
To display a calendar view of all projects based on their Current Start & Current Finish dates:
Click Projects on the main nav.
Towards the top-left of the screen, click Show As > Calendar .
...
Power Apps Dashboards Overview
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 display will be wh...
Power BI Dashboards Overview
Project Management Context
Project teams are generating more data than ever. In order to achieve success, project managers need to compile all of this information into high-level, easy-to-consume Dashboards. Using Power BI dashboards ...
Resource Utilization - Power BI
Project Management Context
Managing resources effectively is fundamental to project success as it helps in controlling costs, optimizing productivity, minimizing risks, ensuring quality, maintaining timelines, and satisfying sta...
Work Allocation Reports
2026-1 & 2025-2
Project Management Context
In order to mitigate any potential lack of visibility and communication leading to challenges for project team members, BrightWork 365 provides an easy method to find an...
Project Documents Dashboard - Power BI
The Project Documents - Power BI dashboard only displays documents added to BrightWork 365 in solution versions prior to 2025-2. The Project Documents Power BI Dashboard displays documents from across your projects and includes links ...
Global Settings
2026-1 & 2025-2
Project Management Context
To enable project Gantt schedules to accurately reflect the organization's work practices, users with the BrightWork PMO Manager or System Administrator security role have the abilit...
Portfolios Audit History
BrightWork 365 together with the Microsoft Power Platform provides organizations with the ability to track data change history and activity logging for use in analysis and reporting purposes.
To view Audit History, click the Related...
