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Last Updated: 06/17/2026
in Portfolios
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, ...
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Last Updated: 06/17/2026
in Portfolios
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...
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Last Updated: 06/17/2026
in Portfolios
2026-2 Accessing Dashboards There are two methods for accessing BrightWork 365 dashboards: (1) Dashboards link on the main navigation (2) Reports link in the Projects section of the main navigation Regardless of how you access das...
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Last Updated: 06/17/2026
in Portfolios
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...
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Last Updated: 06/17/2026
in Portfolios
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 other...
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Last Updated: 06/17/2026
in Portfolios
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...
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Last Updated: 06/17/2026
in 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...
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Last Updated: 06/17/2026
in Portfolios
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...
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Last Updated: 06/17/2026
in Portfolios
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 ...
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Last Updated: 06/17/2026
in Portfolios
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...