Getting Started Guide

This guide will help you get started quickly with BrightWork 365

Log In

Log in to the BrightWork 365 solution using the same credentials you use to access your organization's Microsoft 365 environment. See our User Management article for more details.

Create the Initial Portfolio and Program Structure

In order to submit project requests and manage projects in BrightWork 365, you'll need to first create at least one Portfolio and one Program. Once this initial structure is in place you can move on to submitting a new project request.

Submit a New Project Request

The BrightWork 365 project management process typically begins in the Requests Area. Here you can choose from different project templates for an efficient way to create a new project. 

  • Create and submit a new request by clicking into the Requests Area in the Main Nav, and then + New. Fill in the necessary fields including the selection of a Template to choose as the foundation from which to base your new project. You'll need to either choose an existing program that this project should be attached to, or create a new program during the request process (appropriate user permission required). 
  • Upon acceptance and approval of the request a new project will be created in the Projects Area

Template descriptions and details about the project request process can be found in the Project Requests section.

Manage the Project

After your new project is created, head over to the Projects Area in the Main Nav to see a list report of all projects. Click into your new project to display project information and to make any necessary updates as the project flows through its lifecycle. 

Add Project Tasks - Gantt Chart

Click into the Gantt section and update any tasks that were included as part of the template the project was based on, and add new tasks you and the team decide should be included in the project.

As you assign tasks to colleagues, the Team section of the project will automatically populate, and will automatically include associated task dates:

After the project team agrees on the task structure and dates, lock-in the schedule by baselining it - choose Yes for Reset Target Dates in all Project Tasks.

Project Documents

In the Documents section you have the option to create a new Microsoft Office document, or upload external documents to the project's associated SharePoint library as deliverables get drafted.

Create a Microsoft Teams Channel

It's a best practice to create a Microsoft Team for every program (see below), and to create a Team Channel in Project Settings for every project in the program.

See the Microsoft Teams article for more details about configuring Microsoft Teams integration.

Manage the Portfolio

In the Portfolios Area of BrightWork 365 you can check on the health and status of Portfolios, Programs, and all work that is assigned to you, the logged in user.



For a detailed explanation of the Portfolios Area, see Portfolios.

Dashboard

Dashboard Power BI reporting allows for interactive analysis of critical project and portfolio data. 

See the Dashboard article for more details.