2023-09
BrightWork 365 provides a number of rollup work-related reports for the various types of work that can be assigned to project team members.
My Work
The My Work report rolls up all work items assigned to the logged in user either in an individual project or across all projects, depending on where the My Work link is clicked.
To view all work assigned to you as the logged in user for one specific project, click into the My Work tab within the project.
To view all work assigned to you as the logged in user across all projects, click into the My Work link on the Site Map. Users can choose from a variety of report views with use of the drop-down selector, and with the sorting and filter options.
- Work assignments from Cost, Issues, Risks, Actions, and Tasks in the My Work report can be opened by clicking on the assignment name.
- Percent Complete is editable in the form for Tasks, Stages, Deliverables and Milestones. The percent complete slider can be adjusted in the form, but no updates will be made until the changes are saved via the toolbar option i.e Save / Save & Close.
Issues
The Issues report rolls up all issues recorded throughout all projects. Users can choose from a variety of report views with use of the drop-down selector, and with the sorting and filter options.
Risks
The Risks report rolls up all risks recorded throughout all projects. Users can choose from a variety of report views with use of the drop-down selector, and with the sorting and filter options.
Work Allocation Reports - Power BI
With the pairing of BrightWork 365 and Microsoft Power BI, there are many resource related report options available for your team to review and analyze. Two main areas for resource reports are the Work and My Work reports. As with other Power BI reports, the work reports are interactive and details can be zoomed into by clicking into the various chart regions.
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 just for themselves), and to the user security group for the report dataset.
2023-06
BrightWork 365 provides a number of rollup work-related reports for the various types of work that can be assigned to project team members.
My Work
The My Work report rolls up all work items assigned to the logged in user either in an individual project or across all projects, depending on where the My Work link is clicked.
To view all work assigned to you as the logged in user for one specific project, click into the My Work tab within the project.
To view all work assigned to you as the logged in user across all projects, click into the My Work link on the Site Map. Users can choose from a variety of report views with use of the drop-down selector, and with the sorting and filter options.
- Work assignments from Cost, Issues, Risks, Actions, and Tasks in the My Work report can be opened by clicking on the assignment name.
- Percent Complete is editable in the form for Tasks, Stages, Deliverables and Milestones. The percent complete slider can be adjusted in the form, but no updates will be made until the changes are saved via the toolbar option i.e Save / Save & Close.
Issues
The Issues report rolls up all issues recorded throughout all projects. Users can choose from a variety of report views with use of the drop-down selector, and with the sorting and filter options.
Risks
The Risks report rolls up all risks recorded throughout all projects. Users can choose from a variety of report views with use of the drop-down selector, and with the sorting and filter options.
Work Allocation Reports - Power BI
With the pairing of BrightWork 365 and Microsoft Power BI, there are many resource related report options available for your team to review and analyze. Two main areas for resource reports are the Work and My Work reports. As with other Power BI reports, the work reports are interactive and details can be zoomed into by clicking into the various chart regions.
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 just for themselves), and to the user security group for the report dataset.
2023-02
BrightWork 365 provides a number of rollup work-related reports for the various types of work that can be assigned to project team members.
% Complete cannot be set from within work reports; set this value within the actual work record.
My Work
The My Work report rolls up all work items assigned to the logged in user either in an individual project or across all projects, depending on where the My Work link is clicked.
To view all work assigned to you as the logged in user for one specific project, click into the My Work tab within the project.
To view all work assigned to you as the logged in user across all projects, click into the My Work link on the Site Map. Users can choose from a variety of report views with use of the drop-down selector, and with the sorting and filter options.
Issues
The Issues report rolls up all issues recorded throughout all projects. Users can choose from a variety of report views with use of the drop-down selector, and with the sorting and filter options.
Risks
The Risks report rolls up all risks recorded throughout all projects. Users can choose from a variety of report views with use of the drop-down selector, and with the sorting and filter options.
Work Allocation Reports - Power BI
With the pairing of BrightWork 365 and Microsoft Power BI, there are many resource related report options available for your team to review and analyze. Two main areas for resource reports are the Work and My Work reports. As with other Power BI reports, the work reports are interactive and details can be zoomed into by clicking into the various chart regions.
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 just for themselves), and to the user security group for the report dataset.