How to Use BrightWork 365 with Microsoft Power BI

Grace Windsor
By | Updated January 5, 2022 | 4 min read
project portfolio management tool

Project teams are generating more data than ever. Trying to track tasks, budgets, risks, and resources across multiple sources is a time-consuming task.


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That’s where a business intelligence platform like Microsoft Power BI can help. Power BI, a tool for gathering and analyzing data, helps organizations to find, surface, and act on business insights.

BrightWork 365, a new project and portfolio solution for Microsoft 365, leverages Microsoft Power BI for portfolio, program, and project reporting.

In this article, you’ll see how to track work, performance, and resource allocation across multiple projects in one place.


What is Microsoft Power BI?

As described by Microsoft:

Power BI is a ‘”collection of software services, apps, and connectors that work together to turn your unrelated sources of data into coherent, visually immersive, and interactive insights.’’


Power BI connects to Microsoft applications like SharePoint,  Excel, and Dataverse, and non-Microsoft applications such as Salesforce. Connectors help teams to collect, analyze, and use data from multiple sources in one place.

Power BI simplifies and enhances project reporting for senior executives, PMO leads, and project managers. Interactive reports provide detailed insights with real-time visibility into performance, tasks, and resource allocation.

With easy access to the right data, identifying projects that are delivering value or that need extra attention becomes straightforward.


Microsoft Power BI is part of the Microsoft Power Platform, a low-code development platform that allows organizations to create custom solutions.

The Microsoft Power Platform also includes Power BI, Power Apps, and Power Virtual Agents.


5 Power BI Reports for PPM Reporting in BrightWork 365

BrightWork 365 is a flexible project and portfolio management solution, deployed on the Microsoft Power Platform in your Microsoft 365 cloud environment.

BrightWork 365 uses Microsoft Power BI for portfolio, program, and project reporting.

With rich dashboards, teams can track the schedule, the status of tasks, resource allocation, and work across multiple projects. Depending on the report, users can tailor their view with filters for portfolio, program, project, project manager, or task assignee.


1. Portfolio Dashboard

The Portfolio Dashboard provides insight into the status, health, issues, and late tasks across all projects.

BrightWork 365 Power BI Portfolio Dashboard


2. Projects Timelines

Using an interactive Gantt chart, senior executives and PMO leads can track the schedules for all projects in one place.

Check the current start and finish date and the status (underway, late, or overdue) of projects.

BrightWork 365 Power BI Projects Timeline


3. Projects and Tasks Timeline

Need more information on tasks? See the current start and finish date and the status (underway, late, or overdue) of tasks per project using an interactive Gantt chart.

BrightWork 365 Power BI Projects Tasks


4. All Work

All Work surfaces tasks, deliverables, issues, and risks due across all projects in one place.

This view helps the team to understand and balance work assignments fairly.

BrightWork 365 Power BI All Work


5. My Work

Similarly, ‘My Work’ displays (tasks, deliverables, issues, and risks assigned to the logged-in user across all projects in one place.

BrightWork 365 Power BI My Work


Try Power BI in BrightWork 365

BrightWork 365 combines the best elements of Microsoft 365, such as Microsoft Teams, Microsoft Power BI, and Microsoft Power Automate, with our proven project management processes.


BrightWork 365 allows project teams to work with their preferred Microsoft 365 apps whilst giving senior executives instant visibility and access to project data.

Book your custom demo of BrightWork 365 >>

Grace Windsor
Grace Windsor

Grace is a content creator within the marketing team at BrightWork. She loves creating actionable content in different formats to help others achieve more project success. Grace spent far too long at university studying English literature, which instilled a life-long love of learning and upskilling. In her free time, she enjoys a challenging session at the gym, tucking into a good book, and walking the beautiful Galway coastline with her dog.

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