Portfolios

Portfolios
Programs

Articles

Portfolios
2024-03 Project Management 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 BrightWork 365 envi...
Programs
2024-03 Project Management 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. Your BrightWork 365 environme...
Power Apps Dashboards Overview
2024-03 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 disp...
Portfolio & Program Status Reporting
2024-03   Project Management Introduction Status reporting is an extremely efficient method for keeping multiple stakeholders informed about how portfolios and programs are progressing. Crucial information such as overall status and ...
Portfolio & Program Actions
2024-03       Project Management Introduction 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 c...
Portfolio & Program Costs and Budgets
2024-03 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
2024-03 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...
Project Calendar Views
2024-03 Project Calendar Views To display a calendar view of all projects based on their Current Start & Current Finish dates: Click the Projects link on the main nav. At the top-right of the screen, click the ellipses and then clic...
Work Allocation Reports
2024-03 Project Management Introduction In order to counteract any potential lack of transparency and communication leading to challenges for team members to contribute to projects, with BrightWork 365 team members can easily find, do, and...
Power BI Dashboards Overview
2024-03                   Introduction Project teams are generating more data than ever. In order to achieve success, project managers need to compile all ...
Resource Utilization - Power BI
2024-03 Your browser does not support HTML5 video. Project Management Introduction Managing resources effectively is fundamental to project success as it helps in controlling costs, optimizing productivity, minimizing risks, ensuring ...
Project Documents Dashboard - Power BI
2024-03 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...
 Portfolios - Videos