BrightWork 365
Table of Contents
Table of Contents
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Contact Us
Home
Glossary
Requests
Request a Project
Request Approval Stages
Receiver Review of the Project Request
Approver Review and Project Creation
Projects
Project Templates Overview
Create Projects Without a Request
Task Management
Resourcing
Status Reports
Audit History
Archive Projects
Portfolios
Portfolios
Programs
Dashboard
Getting Started
Onboarding Training
Part 1: BrightWork 365 Basic Orientation
What is BrightWork 365?
BrightWork 365 Structure
Technologies Used
Navigating BrightWork 365
BrightWork 365 Templates
Frequently Asked Questions
Part 2: Training Guides
Training Introduction
Project Requester Training
Project Manager Training
Team Member Training
System Administrator Training
Business User - Extended Training
Training Videos
BrightWork 365 Orientation
BrightWork 365 Introduction
Technologies Used
Requests
Overview Demo
Extended Demo
Request a Project
Receiver Review of a Request
Approver Review & Project Creation
Under a Minute: Create a New Request
Projects
About BrightWork 365 Templates
Project Standard Template
New Project Introduction Template
Product Update Template
Create Projects Without a Request
Task Management
Documents
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
Dashboard
Under a Minute: Create a Program
Under a Minute: Project Documents Power BI Report
Interface
Area Views
Microsoft Teams
Microsoft Excel
Configuration
Configure Templates
System Admin
User Management
Best Practice Webinars
Leveraging Microsoft 365 for Project & Portfolio Management
Deployment
BrightWork 365 Services
3D Key Principles
3D Deployment Process Deep Dive
Customer Success Training Syllabus
Interface
Area Views
Documents
Microsoft Teams
Microsoft Excel
Search
Customization
Configuration
Configure User Security Roles
Configure Personal Views
Configure Personal Charts
Configure Templates
Configure Power BI Reports
Customization
Read First: Customization Intro & Recommendations
Customize Tables
Customize Forms
Customize Site Maps
Customize Other Components
Scenario: Add a Choice Column Using a Table Lookup
Administration
Product Installation & Upgrade
Post Installation Checklist
User Management
Environment Backups
Product Removal
Release Notes
Release 1.0.4.0 - Status Reports, Audit History, Document Report, Requests App
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Home
Getting Started
Training Videos
Requests
Overview Demo