This video demonstrates most of the key items and actions you will want to consider when getting started with project and portfolio management in BrightWork 365.
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- FAQs and Troubleshooting - Projects
- Project Security & Access
- Create Projects
- Copy to New Project
- Non-Working Days
- Settings and Actions
- Tasks Gantt
- Tasks Grid
- Project Status Reporting
- Project Stage Approval Process
- Approvals in Microsoft Teams
- Project Actions
- Project Risks
- Project Issues
- Communications
- Costs & Budgets
- Audit History
- Contacts
- Accounts
- Delete Projects
- Import Project Gantt Tasks
- Projects - Videos
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- FAQs - Portfolios
- Portfolios
- Programs
- Portfolio Security & Access Overview
- Set Up Portfolio Security
- Security and Power BI Reports
- Portfolio & Program Status Reporting
- Portfolio & Program Risks
- Portfolio & Program Issues
- Portfolio & Program Actions
- Portfolio & Program Costs and Budgets
- Portfolio & Program Communications
- BrightWork Approvals
- Global Settings
- Calendar Views
- Power Apps Dashboards Overview
- Power BI Dashboards Overview
- Portfolio and Projects - Power BI Dashboard
- My Work - Power BI Dashboard
- Project Management Insights - Power BI Dashboard
- Resource Utilization - Power BI Dashboard
- Work Allocation Reports
- Project Documents - Power BI Dashboard
- Creating a Live PowerPoint Status Deck with Power BI
- Automating Power BI Reports via Email Subscriptions
- Portfolios Audit History
- Portfolios - Videos
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- Video: Starter Project Templates
- Video: Create Projects without a Request
- Video: Project Stage Approval Process
- Video: Gantt Chart & Task Management
- Video: Create a Task
- Video: Add a Document
- Video: Copy to New Project
- Video: Risk Management
- Video: Issues
- Video: Costs
- Video: Non-Working Days
- Video: Project Security & Access
- Video: Audit History
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- What is a BrightWork Customer Success Partner?
- BrightWork 365 Solution Services
- BrightWork 365 Start Service (external link)
- BrightWork 365 Start Plans
- 3D Deployment Process Deep Dive
- Deployment Best Practices
- Add a BrightWork Customer Success Local User
- BrightWork 365 Near Term Product Roadmap
- Customer Hour Events (external link)
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- Configure User Security Roles
- Personalization Settings
- Configure a Personal View
- Configure Personal Charts
- Configure Form, Request & Project Templates
- Form Configurator
- Form Configurator - Best Practices
- Bulk Copy Data Between Columns
- Edit Choices in a Managed Solution
- Configure Default Template Approval Labels
- Add a Deactivated Project Filter to a Power BI Report
- Configuration Videos
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- Read First: Customization Notes
- Catalog of Customizations
- Benefits of Moving to Current Standard Project Forms
- Add a New Form Tab
- Add a New Form Section
- Add a Column to a Form
- Customize Tables
- Customize Site Maps
- Add a Custom App Tile Icon
- Customize Power BI Dashboards
- Customize Other Components
- Using Power Automate to Set the Value of a Lookup Column
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- FAQs and Troubleshooting - Administration
- Pre-Install Power Platform Environment Instructions
- Install & License Notes
- Post Install Verification Checklist
- Upgrade BrightWork 365
- Upgrades & Custom BrightWork Forms
- Post Upgrade Verification Checklist
- Import a BrightWork Custom Solution
- Configure BrightWork 365 Graph Client App
- User Management
- Security Role Details
- Configure Environment Currency
- Find Your BrightWork 365 Version Number
- Using BrightWork 365 as an App
- 3rd Party Access to BrightWork 365
- Add an External Guest User
- Add BrightWork Tables to Dynamics 365 App for Outlook
- Restore Deleted Records (Tasks, Projects, etc.)
- BrightWork 365 License Audit
- User Activity Audit
- Telemetry Data
- Environment Backups
- Uninstall BrightWork 365
- Managing the SharePoint Throttling Limit
- Administration Videos
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