Manage Your Portfolios
BrightWork portfolio management templates provide senior executives with high-level visibility into the health of multiple projects across the organization with a clear view of resource allocation and the project pipeline.
Project Office
SUITABLE FOR
Portfolio management
Cross-project reporting
KEY FEATURES
Roll-up dashboards
Projects Tracker List
LEVEL OF MANAGEMENT
Portfolio management
The Project Office is a popular template that allows you to report on key items such as status, issues, and risks from multiple projects.
The Project Office includes a set of cross-project dashboards that enable senior executives to see, at-a-glance, how all projects are performing and easily identify the ones that are in trouble.
The Project Office dashboards roll-up data from all the projects located under it in the hierarchy.
The Project Office template also contains a Projects Tracker list to track simple projects that do not need much management.
Portfolio Reporting
SUITABLE FOR
Portfolio management
Cross-project reporting
KEY FEATURES
Cross-project reporting
Reporting dasboards – Projects, Work, and Resourcing
LEVEL OF MANAGEMENT
Portfolio management
Similar to Project Office, this template enables you to report on key items (e.g. status, issues, risks, milestones, deliverables, etc.) from multiple projects.
Portfolio Reporting Site is a cross-project reporting template that that aggregates and rolls up data from multiple sites.
This includes multiple collections of reporting dashboards (Projects, My Work, Work, Issues and Resourcing).
The Portfolio Reporting Site exists outside of the site hierarchy and reports only on the projects added to the Portfolio Projects list.
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Project Request Manager
SUITABLE FOR
Portfolio management
Project Pipeline Management
Project Selection
Project site creation
Resource Allocation
KEY FEATURES
Project Request Intake Form
Automatic Notifications for reviewers and approvers
Drag-and-drop ranking
Resource Allocation List
LEVEL OF MANAGEMENT
Portfolio management
The Project Request Manager template provides a means to request and approve new projects.
The Project Request Manager template allows senior executives to decide which projects get approved and rejected.
The process is split into four different states: Draft, Review, Pending Decision, and Approved or Rejected.
Once a project is approved, the user can launch a project site based on the original request.
The Project Request Manager template also includes a Resource Allocation list, which allows users to assign resources at a high-level when submitting a request.
“Since we already had SharePoint deployed in the organization, our ideal solution would leverage the platform. BrightWork best practice templates and reporting were a perfect fit, so we deployed BrightWork on SharePoint 2013 to set up a virtual PMO.”
Huy Nguyen, IT Director, Weingarten Realty
Portfolio Reporting for SharePoint
BrightWork Portfolio Management templates for SharePoint include reporting capabilities to track performance.
Runs on SharePoint 2010, 2013, 2016, and 2019.
Portfolio Reporting
Real-time portfolio dashboards with project metrics and traffic light indicators give senior executives visibility into how all projects and portfolios are performing.
Live Dashboards
Live dashboards provide a real-time summary of key project metrics and KPIs so you instantly see what is happening on your project.
Project Status Reports
The Project Status Report captures a snapshot of the current project status and maintains a historical record of the project’s progress.
Project Metric Dashboards
The BrightWork Project Metrics list tracks and captures project metrics (e.g. number of red issues; Project Health; the number of overdue items) and feeds this information to reports, charts, and KPI web parts.
Metric Tiles
The Metric Tiles web part is an easy way to display metrics anywhere in your project site. Keep key metrics like % Complete, Open Issues, or Project Completion Dates where everyone can see them.
Metric Scorecards
Metrics scorecards display project metric trends over time to help predict the likely outcome of your project. Use out-of-the box themes or customize to suit your reporting requirements.
Resource Usage
Resource Usage reports display how project work has been assigned, allocated, or over-allocated in a configurable calendar-like view.
Resource Allocation
The Resource Allocation report is used to track resource usage estimates as part of new project requests and during project planning.
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