Portfolios

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

2026-2 & 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 Brigh...

Programs

2026-2 & 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 i...

Portfolio Security & Access

2026-2 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 ha...

Portfolio & Program Status Reporting

Project Management Context Status reporting is an extremely efficient method for keeping multiple stakeholders informed about how portfolios and programs are progressing. Crucial information su...

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...

Automating Power BI Reports via Email Subscriptions

Overview Power BI subscriptions allow users with the BrightWork Project Manager or BrightWork PMO Manager security role to automatically receive and distribute updates from key reports without needing to log into BrightWork 365 or Power BI ...

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...

Global Settings

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 ability to set and update global calend...

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

2026-2 Accessing Power Apps Dashboards There are two options for accessing BrightWork 365 Power Apps dashboards: (1) On the main navigation, in the Home section, click the Dashboards link. (2) On the main navigation, in the Projects...

Power BI Dashboards Overview

2026-2 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 dashboard...

Portfolio and Projects - Power BI Dashboard

Project Management Context The Portfolio and Projects - Power BI Dashboard consolidates fragmented data from various projects into a single, interactive executive overview. Its primary purpose is to bridge the gap between strategic busin...

My Work - Power BI Dashboard

As referenced in the Install Guide , in order for the My Work Power BI reports to function properly for a user they must be added to the Power BI Workspace with Viewer access (Admin access will display work for all users, not...

Project Management Insights - Power BI Dashboard

2026-2 Introduction The BrightWork 365 Project Management Insights - Power BI report gives insights into who is accessing BrightWork 365; what audited changes are being made to records; what areas are being interacted with; and w...

Resource Utilization - Power BI Dashboard

2026-2 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, ...

Work Allocation Reports

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 and report on work using a team-focused pro...

Creating a Live PowerPoint Status Deck with Power BI

Overview Power BI can be integrated directly into PowerPoint to create dynamic, interactive project status presentations. Instead of manually copying screenshots, you can embed live Power BI reports into slides that update automatically and a...

Project Documents - Power BI Dashboard

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 ...

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...

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