Portfolio Management Templates on SharePoint
BrightWork Portfolio Templates give senior executives instant visibility across multiple projects and complete control over the project pipeline.
Project Office
Report across a hierarchy of projects in one dashboard with automated, real-time reports.
Portfolio Reporting
Create a personalized portfolio dashboard to track any project from any hierarchy.
Project Request Manager
Evaluate, rank, and approve new requests with a ready-to-use template.
See why over 40,000 organizations use BrightWork to manage their projects and control portfolios on SharePoint On-Premises (2019, 2016, 2013).
Project Office
About the template:
The Project Office allows senior executives to track the performance of multiple projects within a hierarchy in one place.
The template includes real-time dashboards that automatically roll-up data from all the projects located under it in the hierarchy.
The template can also be used to manage user access in BrightWork.
Use cases:
The Project Office can be used to manage projects in any business department, for example, Marketing, Finance, and IT, or projects within a business transformation program.
Popular Features
Automatic inclusion of projects within a hierarchy.
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 and can be emailed to stakeholders.
Stephanie Saravia
Stephanie SaraviaProject Manager, Connectivity Solutions, Sonic Healthcare
“One of the things I love about BrightWork is that it is not just for Project Managers. BrightWork connects the entire team to their assignments, and team members are responsible for updating project tasks, making it so much easier for Project Managers to know exactly what is going on and make decisions quicker.”
Portfolio Reporting
About the template:
The Portfolio Reporting Template is a cross-project reporting template that aggregates and rolls up data from multiple sites.
The Portfolio Reporting Site exists outside of the site hierarchy and reports only on the projects added to the Portfolio Projects list.
Use cases:
This template allows senior executives to create personalized portfolio reports with data they want to track from multiple projects, no matter where they are in the hierarchy.
Popular Features
Flexible selection of projects.
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 and can be emailed to stakeholders.
Ray Jean & Tim Pratt
Office of Project Management, Camden National Bank
“The BrightWork Customer Success and Support teams have been phenomenal. We purchased support hours when we initially started and we have gotten an extreme amount of value from them. We are not just told what to do but we are shown and trained so we can do it for ourselves.”
Project Request Manager
About the template:
The Project Request Manager Template allows organizations to manage new project requests, from draft to approval, in one place.
Using the template, project managers can easily submit an idea for review.
Senior executives can evaluate the new project request against business goals and approve or deny the project.
Automated email notifications and reminders keep the process flowing through every stage.
If the project is approved, simply use ‘Create Projects’ to launch the project site based on the information in the original request.
The template also includes a Resource Allocation list, which allows users to assign resources at a high-level when submitting a request.
Popular Features
- 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
In just 20 minutes, see how to manage projects and report across portfolios with BrightWork PPM Software for SharePoint On-Premises.
