Portfolios

Articles

Portfolios
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 programs. Your BrightWork 365 environment can have more th...
Programs
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. Creating Programs Click into the Programs page and...
Portfolio & Program Status Reporting
Status 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 and KPIs are m...
Portfolio & Program Actions
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 Actions tab wit...
Portfolio & Program Costs
The BrightWork 365 Costs tab of portfolios and programs provides a 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 or program. ...
Portfolio & Program Communications
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  tab. The ini...