Note: As of BrightWork 1n.12, Project Cache Reports are present by default in Project Area and Project Office sites. The below steps to switch to Project Cache Reports are only applicable to older versions of BrightWork and to Portfolio reporting sites.
The Project Cache data source in BrightWork Reporter is designed to be used in cross-project sites such as Project Areas and sites created using the Project Office template as well as Portfolio reporting sites.
This topic describes how to switch the reporting in existing cross-project sites and templates to use the Project Cache.
This mainly applies to two areas:
New examples of the Project Office template contain a set of pre-configured Cache reports and BrightWork pages. The reports look the same as the standard Project reports that use the Project Summary report as a data source. To start using these reports, all you have to do is switch the tab group on the home page from Projects to Project Cache.
If the site you are using is a Portfolio reporting site then follow these steps.
Note: Project Cache report provisioning is designed mainly for the Project Office template. It can be used on other templates, like the Projects & Work Tracker but some manual clean up will be required. For example, in a Projects & Work Tracker site the All Projects page will have duplicate web parts that need to be removed.
To use the Project Cache data source in the Projects Summaries web parts on the home page of existing cross-project sites, or other cross-project reports that you have added yourself, select the Project Cache data source on the Reporter Settings page.
The default Project Cache report (i.e. the one you add without applying any configuration changes) is setup to mimic the out of the box All Project Summaries list item report.
To filter the Project Cache to only show open projects, you must add the three report filters that exist in the default Project Cache: