BrightWork 365
Table of Contents
Table of Contents
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Glossary
Requests
Request a Project
Request Approval Stages
Receiver Review of the Project Request
Approver Review and Project Creation
Copy Custom Column Data from Requests to Projects
Projects
BrightWork 365 Project Templates
Create Projects
Task Management
Work Reports
Status Reports
Actions
Costs
Communications
Contacts
Accounts
Audit History
Archive Projects
Portfolios
Portfolios
Programs
Portfolio & Program Actions
Portfolio & Program Costs
Portfolio & Program Communications
Getting Started
Onboarding Training
Level 1: BrightWork 365 Basic Orientation
What is BrightWork 365?
BrightWork 365 Structure
Technologies Used
Navigating BrightWork 365
BrightWork 365 Templates
Frequently Asked Questions
Level 2: Role Based Training Guides
Training Introduction
Sample Training Syllabus
BrightWork Champion
Project Requester
Project Manager
Team Member
Senior Executive
System Admin
Business User - Extended Training
Training Videos
Orientation
BrightWork 365 Introduction
Technologies Used
Requests
Overview Demo
Extended Demo
Submit a Project Request
Receiver Review of a Request
Approver Review & Project Creation
Under a Minute: Create a New Request
Projects
Create Projects Without a Request
About BrightWork 365 Templates
Projects Extended Demo
Project Standard Template
New Product Introduction Template
Product Update Template
Task Management
Actions
Costs
Communications
Documents
Work Reports
Status Reports
Archive Projects
Under a Minute: Create a Task
Under a Minute: Add a Document
Under a Minute: My Work
Under a Minute: Audit History
Portfolios
Portfolios
Programs
Power BI Reports
Under a Minute: Create a Program
Under a Minute: Project Documents Power BI Report
Interface
Power Apps Views & Charts
Microsoft Teams
Microsoft Excel
Configuration
Configure Templates
Under a Minute: Configure a Personal View
Under a Minute: Configure a Personal Chart
System Admin
User Management
Webinars
Project, Program & Portfolio Management with Microsoft 365
Project Requests
Project Templates
Program & Portfolio Management
Deployment
BrightWork 365 Services
3D Key Principles
3D Deployment Process Deep Dive
Sample Training Syllabus
Interface
Document Management
Views & Charts
Power Apps Dashboards
Power BI Reports
Microsoft Teams
Microsoft Excel
Search
Customization
Configuration
Configure User Security Roles
Configure a Personal View
Configure a Personal Chart
Configure Templates
Bulk Copy Data Between Columns
Customization
Read First: Customization Recommendations
Customize Tables
Customize Forms
Customize Site Maps
Customize Power BI Reports
Customize Other Components
Copy Custom Column Data from Requests to Projects
Lookup Columns and Power Automate
Add a Choice Column Using a Table Lookup
Add a Custom Logo as the App Tile
Administration
Product Licenses, Installation & Upgrades
Post Installation Verification Checklist
Post Upgrade Verification Checklist
Import a BrightWork Custom Solution
BrightWork User Management
BrightWork Security Roles Details
Microsoft Teams Admin Guide
Environment Backups
Uninstall BrightWork 365
Release Notes
Release 1.4
Release 1.3
Release 1.2.1
Release 1.0.4
Full PDF Download
Home
Getting Started
Training Videos
Requests
Overview Demo