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 ...
Portfolio Security & Access
2025-1 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 users havin...
Portfolios
2025-1 & 2024-2 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
2025-1 & 2024-2
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 t...
Power Apps Dashboards Overview
2025-1 & 2024-2
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 ser...
Portfolio & Program Status Reporting
2025-1 & 2024-2
Project Management Context
Status reporting is an extremely efficient method for keeping multiple stakeholders informed about how portfolios and programs are progressing. Crucial information such ...
Portfolio & Program Risks
Your browser does not support HTML5 video. 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 no...
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 effect on scope, sc...
Portfolio & Program Actions
2025-1 & 2024-2
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 cat...
Portfolio & Program Costs and Budgets
2025-1 & 2024-2
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, clic...
Portfolio & Program Communications
2025-1 & 2024-2
Project Management Context
The BrightWork 365 Communications tab provides a comprehensive method for capturing various communication related activities at the project, program, or...
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 .
...
Work Allocation Reports
2025-1 & 2024-2
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Project Management Context
In order to mitigate any potential lack of visibility and communication leading to challenges for project team member...
Power BI Dashboards Overview
2025-1 & 2024-2 Your browser does not support HTML5 video. 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-leve...
Resource Utilization - Power BI
2025-1 & 2024-2
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Project Management Context
Managing resources effectively is fundamental to project success as it helps in controlling costs, optimizing productivity...
Project Documents Dashboard - Power BI
2025-1 & 2024-2
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
...
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 tab and ch...