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Last Updated: 12/12/2024
in Portfolios
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
Project Iss...
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Last Updated: 12/12/2024
in Portfolios
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, minimizin...
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Last Updated: 12/12/2024
in Portfolios
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 .
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Last Updated: 12/12/2024
in Portfolios
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, click on the C...
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Last Updated: 12/12/2024
in Portfolios
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 as overall ...
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Last Updated: 12/12/2024
in Portfolios
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 series of char...
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Last Updated: 12/12/2024
in Portfolios
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 together in ...
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Last Updated: 12/12/2024
in Portfolios
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 Brigh...
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Last Updated: 12/12/2024
in Projects
2024-2
Located in the Admin Area > People section of the app, the Contacts feature provides a location to store information about people external to your organization such as vendors and contractors. These contacts can also be used to...
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Last Updated: 12/12/2024
in Projects
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 portfo...