Filter the data by project name, project type, project manager, and task owner. Project and Task Timeline, a Gantt view of projects and tasks.Drill down by year, quarter, month, week, and days. Portfolio timeline, a Gantt view of all project sites.The dashboard offers four filtering options: “Project Status,” “By Project Manager,” “By Project type,” “By Department,” and “By Priority. Portfolio dashboards with a roll-up summary of all project sites.The pack is a pre-built report with six dashboards for project and portfolio managers with: Our Power BI Pack for SharePoint extends portfolio reporting even further. Making data-driven decisions is key to successful project portfolio management.Īs outlined above, BrightWork PPM templates for SharePoint ensure stakeholders have access to up-to-date project data with automated roll-up dashboards, customizable reports, and templates. The Project Office and Portfolio Reporting templates include: If stakeholders want more information on a particular project, they can simply click on the link and drill down into the project site. The Project Offices are typically grouped by department, but you can use any grouping that makes sense for the projects in your organization. BrightWork includes two templates, the Project Office and Portfolio Reporting, for reporting across projects in one dashboard.īrightWork leverages the structure within SharePoint to naturally build-out project offices, where individual project sites roll up to the Project Office site above. However, reporting across projects is not possible with SharePoint. SharePoint follows a hierarchical structure with sites and sub-sites, which is actually perfectly suited to project management! Report Across Projects with Portfolio Dashboards With BrightWork Template Design Sync, the PMO team can apply updates to templates to live project sites based on that template.Ĭhanges can also be pushed to project sites on a case-by-case basis.ģ. Taking a template-based approach to projects also makes it easy to improve organizational project management. Moving down the Quick Launch, you can see links to other lists and libraries used to manage various project processes, such as:
Key Project Metrics, like Late items, estimated finish date, and the last time the site was updated.The project homepage provides a summary of some of the key project information, like: Project teams and stakeholders have access to up-to-date information at all times. Here is an example of a SharePoint site configured to manage a project.Īll project information – tasks, reports, documents, and so on – are stored in one centralized place. The templates deliver immediate value with key capabilities such as project reporting, cross-project dashboards, Agile Boards, and workflows. The templates are flexible and are suitable for every type of project, team, and industry. Next, you’ll need a site per project to support teams and track progress in more detail.ĭepending on the project and your local processes, you’ll likely need to manage the schedule, track risks, issues, and deliverables, and create status reports.Ī template-based project site is a fast way to introduce more project processes in SharePoint.īrightWork comes with a range of project, portfolio, and work management templates for SharePoint. The Projects Tracker is essentially a one-liner status report about a project – reporting high-level information like Health-Time-Cost-Quality stoplight indicators, Project Manager, percent complete, key dates, etc.Įven though it’s summary information, you will get a good sense of how all the projects in the portfolio are doing. The template has a familiar “Excel”-like interface for recording high-level project information. You can quickly establish a Project Management Office site with a simple Projects Tracker to get immediate visibility into the status and progress of projects. It is configurable and can be tailored to support the processes needed to manage and control work and projects. SharePoint provides a collaborative environment to manage project and portfolio information in one secure location. You need to understand what projects are in flight and how those projects are performing to understand the health of the portfolio. Getting insight into all projects in one place is crucial to your PMO and successful project portfolio management. Quickly Get Visibility across the Portfolio 4 Benefits of Managing Your Project Management Office With SharePoint On-Premises 1.
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