BrightWork Portfolio Management Templates on SharePoint

Leverage portfolio templates and dashboards to get control over projects and deliver more business value.

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Project Office 

Portfolio Management Uses

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 is typically employed to manage all projects in a business department (e.g. Marketing, Finance, IT, Sales, Security, etc.) or a business transformation program (e.g. Digital Transformation).

The Project Office template has a suite of dashboards built in that automatically and in real-time roll up data from all the projects located under it in the hierarchy.

Portfolio Management Elements

Automatic inclusion of projects for the portfolios.

Real-time cross-project dashboards showing:

  • Project Status Reports and Charts
  • Project Gantt / Schedules
  • Work Reports and Charts
  • Issue and Risk Reports and Charts
  • Project Status Reports
  • Scorecards of Key Metrics
  • Exception and In-Trouble Reports

All reports are configurable by end-users. Reports can be auto-emailed to stakeholders.

Portfolio Reporting

Portfolio Management Uses

Portfolio Reporting allows senior executives to pick and choose what projects they want to report, by easily setting up portfolios to watch and manage. Projects can easily be included, excluded or temporarily hidden to facilitate what/if analysis.

Similar to the Project Office, Portfolio Reporting 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.

Once the projects are added to the Portfolio Reporting, the template has a suite of dashboards built in that automatically and in real-time roll up data from all the nominated projects.

 

 

 

Portfolio Management Elements

Flexible selection of projects for the portfolios.

Real-time cross-project dashboards showing:

  • Project Status Reports and Charts
  • Project Gantt / Schedules
  • Work Reports and Charts
  • Issue and Risk Reports and Charts
  • Project Status Reports
  • Scorecards of Key Metrics
  • Exception and In-Trouble Reports

All reports are configurable by end-users. Reports can be auto-emailed to stakeholders.

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Project Request Manager  

Project Request Management Uses

The Project Request Manager template provides a means to request, review and approve or deny new projects. The Project Request Manager template enables senior executives to decide which projects get approved or rejected.

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. This facilitates the making of informed decisions and the avoiding bottlenecks by knowing which resources are over-allocated.

 

 

Project Request Management Elements
  • Configurable New Project Request Process
  • New Project Request List
  • Resource Allocation List and Reports
  • Automated and configurable email notifications
  • Approve, Reject, Review Cycle
  • Automated New Project Site Creation
“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 across your projects.

Project Status Reports

The Project Status Reports capture a snapshot of the current status of projects and maintains a historical record of how the projects are performing.

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 portfolio 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.

Learn how BrightWork can help your team

Schedule some time to talk to one of our Solution Experts and they will show you how BrightWork will help your team deliver more successful projects with SharePoint.

Product Overview
Everything you need for Project and Portfolio Management on SharePoint

Deployment Options
Software deployment programs catered to your SharePoint setup

Customer Stories
What our customers say about BrightWork

Templates Overview

Learn how BrightWork Templates simplify project management

Project Templates

Deliver succesful projects with best-practice templates

Portfolio Templates

Get visibility of multiple projects across an organisation

Free Template

Free SharePoint project management template, deployed in just 5 minutes

Professional Services
Advance your BrightWork solution and Project Management skills

The BrightWork Approach
Discover our ‘Start-Evolve’ framework to do what you want.

3D Deployment
Get started using our simple 3-step process, focused on your needs

BrightWork Services
Advisory Services
Technical Services
Want to know more about BrightWork Services?

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On-Premise Pricing

Pricing for BrightWork On-Premise – installed in your own SharePoint 2019, 2016, or 2013 environment.

Cloud Pricing

Pricing for BrightWork Online – Shared, Dedicated, FedRAMP, and HIPAA/HITRUST compliant options.

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Blog
Insights and articles from our team and guests

 CPM Handbook
A five-step approach to collaborative project management

 Webinars
Live and On-Demand webinars to help your SharePoint project management journey

 Guides and Ebooks
Free resources, videos, and advice to make project management easier

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