Portfolio Management and

Resource Tracking Using

SharePoint

YOUR PRESENTER: Scott Footlik

Customer Success Architect at

WEBINAR HOST: Ciara McDonnell

Executive Summary & Webinar Overview

1. The crucial components of project & portfolio

management sites

2. How to manage and track resources in SharePoint with

configurable reports

3. How to track non-people resources

Live Questions & Answers!

EXECUTIVE SUMMARY &

WEBINAR OVERVIEW

WHY

SHAREPOINT

Can be extended

with Tools like

BrightWork

Easily Structured

SharePoint is Cost

effective

1

2

3

S

H

A

R

E

P

O

I

N

T

IT ALL

STARTS AT

THE

PROJECT

LEVEL

ORGANIZE

YOUR

PORTFOLIO

REPORT

WHAT IS BRIGHTWORK?

OUR STORY

BrightWork is a project management company. We deliver a SharePoint solution that

makes project and portfolio management easier and more successful for our customers.

CRUCIAL COMPONENTS

OF PROJECT &

PORTFOLIO

MANAGEMENT SITES

1

START AT

THE

PROJECT

LEVEL

PROCESS: TASKS IN WBS VIEW

PROCESS: DELIVERABLES

PROCESS: ISSUES WITH

ASSIGNMENTS

ORGANIZE

YOUR

PORTFOLIO

2 HOW TO MANAGE AND

TRACK RESOURCES IN

SHAREPOINT WITH

CONFIGURABLE REPORTS

PORTFOLIO

ROLLUP

REPORTING

WORK

ROLLUP

REPORTING

RESOURCE ALLOCATION

RESOURCE

ALERTS &

FILTERED

REPORTING

3HOW TO TRACK NON-

PEOPLE RESOURCES

TRACK NON-PEOPLE RESOURCES

ESTABLISH A

GLOBAL LIST

Create a lookup to

that list

Create Resource

Reporting for non-

people resource

reporting

USE SHAREPOINT

GROUPS

Assign the resource

just like a real

person in the

assigned to column

See both people

and non-people

resources in the

same report.

LIVE DEMO

NEXT STEPS

FREE GUIDES

AND EBOOKSFREE

TEMPLATES

FREE

TRAINING WEBINARS

THANK YOU FOR

ATTENDING! ASK QUESTIONS NOW!

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