The February release is available! See
Release Notes
for details.
BrightWork 365
Table of Contents
Table of Contents
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Contact Us
Home
Glossary
Requests
Project Request Approval Process
Request Form Details
BrightWork 365 Requests App
Approvals in Microsoft Teams
Projects
BrightWork 365 Starter Project Templates
Create Projects
Project Stage Approval Process
Approvals in Microsoft Teams
Task Management
Import Project Gantt Tasks
Project Status Reporting
Actions
Costs & Budgets
Communications
Contacts
Accounts
Audit History
Archive or Delete a Project
Portfolios
Portfolios
Programs
Portfolio & Program Status Reporting
Portfolio & Program Actions
Portfolio & Program Costs and Budgets
Portfolio & Program Communications
Project Documents Dashboard - Power BI
Work Allocation Reports
Getting Started
Onboarding Training
Level 1: BrightWork 365 Basic Orientation
What is BrightWork 365?
BrightWork 365 Structure
Technologies Used
Navigating BrightWork 365
Starter Project Templates
BrightWork 365 Customer Success Partners
Pricing and FAQs
Level 2: Role Based Training Guides
Training Introduction
Sample Training Syllabus
BrightWork Champion
Project Requester
Project Manager
Team Member
Senior Executive
System Administrator
Business User Extended Training
Training Videos
Orientation
BrightWork 365 Orientation
Technologies Used
Requests
Overview Demo
Under a Minute: Create a New Request
Request Approval Process
Canceling In Progress Approvals
[Click for Prior Release Videos]
September 2022 (v1.5)
Extended Demo
Submit a Project Request
Receiver Review of a Request
Approver Review & Project Creation
Projects
Create Projects Without a Request
Project Stage Approval Process
Task Management
Actions
Costs
Communications
Work Reports
Status Reporting
Archive Projects
Under a Minute: Create a Task
Under a Minute: Add a Document
Under a Minute: My Work
Under a Minute: Audit History
[Click for Prior Release Videos]
September 2022 (v1.5)
About BrightWork 365 Templates
New Product Introduction Template
Product Update Template
Portfolios
Portfolios
Programs
Status Reporting
Under a Minute: Create a Program
Interface
Microsoft Teams
Microsoft Excel
Power Apps Views & Charts
Power BI Dashboard Reports
Under a Minute: Project Documents Power BI Report
Configuration
Overview of Configuration Options
Request and Project Templates
Under a Minute: Configure a Personal Chart
Edit Choices in a Managed Solution
[Click for Prior Release Videos]
September 2022 (v1.5)
Configure Templates
Administration
User Management
BrightWork Security Roles Details
Webinars
Webinar: Control the Project Lifecycle (Apr 2023)
Webinar: Start the Right Projects At the Right Time [Mar 2023)
Webinar: Standardize Project Management Processes with Templates [Feb 2023]
Webinar: Manage Costs & Budgets [Jan 2023]
Webinar: Configuring BrightWork 365 [Dec 2022]
Webinar: Project & Portfolio Status Reporting [Nov 2022]
Webinar: Project and Program Management [Sep 2022]
Webinar: Project Task Management [Aug 2022]
Webinar: Project Management Best Practices [Jul 2022]
Webinar: Control Programs and Portfolios [May 2022]
Deployment
BrightWork 365 Customer Success Partners
BrightWork 365 Solution Services
3D (Design, Deliver, Deploy) Methodology
3D Deployment Process Deep Dive
Customer Success Training Syllabus
Add a BrightWork Customer Success Local User
Interface
Document Management
Views & Charts
Power Apps Dashboard Interface
Power BI Dashboard Interface
Microsoft Teams
Microsoft Excel
Microsoft OneNote
Search
Customization
Configuration
Configure User Security Roles
Configure Personal Options
Configure a Personal View
Configure a Personal Chart
Configure Form, Request & Project Templates
Create a Content Template
Bulk Copy Data Between Columns
Edit Choices in a Managed Solution
Configure Global Default Template Approval Labels
Customization
Read First: Customization Notes
Add a New Form Tab
Add a New Form Section
Customize Tables
Customize Site Maps
Customize Power BI Dashboards
Customize Other Elements
Add a Choice Column Using a Table Lookup
Add a Custom Logo
Using Power Automate to Set the Value of a Lookup Column
Copy Data from Custom Request Columns to Custom Project Columns
Administration
Find Your BrightWork 365 Version Number
Product Licenses and BrightWork 365 Installation
Upgrading BrightWork 365
Custom BrightWork Forms and v1.6 Upgrade Features
Import a BrightWork Custom Solution
Post Installation Verification Checklist
Post Upgrade Verification Checklist
BrightWork User Management
BrightWork Security Roles Details
Add an External Guest User
Microsoft Teams Admin Guide
Add BrightWork Tables to Dynamics 365 App for Outlook
Telemetry Data
Environment Backups
Uninstall BrightWork 365
Release Notes
Full PDF Download
Home
Getting Started
Training Videos
Configuration
[Click for Prior Release Videos]
September 2022 (v1.5)
Configure Templates
Template Configuration Introduction
Template Configuration Extended Demo