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.
Free SharePoint Project Management Template
Get started in minutes with a simple and intuitive project management template for teams using SharePoint.
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.
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