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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!
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
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.
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.