Popular Articles

  1. Configure Templates

    Configure Templates Overview Forms & Templates Access BrightWork 365 Templates Templates can be accessed by clicking into Admin Area | Templates  and then selecting a template name. Template Configuration...
  2. 3D Key Principles

    BrightWork Start - The 3D Key Principles Design -  using collaborative project management best practices Deliver -  starting with configurable templates Deploy -  with on demand and as needed training Design...
  3. BrightWork 365 Structure

    The high-level structure of BrightWork 365 consists of the areas Requests, Projects, and Portfolios.
  4. Navigating BrightWork 365

    This article will help you understand the main navigation elements of the BrightWork 365 interface.
  5. Create Projects

    Request Process Overview Create Projects Without a Request Project titles must be unique, have a maximum of 50 characters, and should not contain any special characters including < > : * ? | Method 1: Create ...
  6. Microsoft Teams

    With Microsoft Teams integration, BrightWork 365 provides powerful options for staying connected and keeping your projects organized. Each BrightWork 365 Program can have its own Microsoft Team, and each Pro...
  7. Views & Charts

    Deleting a row of data from any View cannot be undone. System Views The various BrightWork 365 areas, such as Requests, Projects, and Portfolio areas, each come with their own set of out of the box system views, in addition to any custom per...
  8. BrightWork 365 Services

    BrightWork 365 Start Service The BrightWork 365 Start Service combines our best-practice templates with a proven 3D Deployment approach (Design, Deliver, Deploy) to accelerate the deployment of project and portfolio management in your or...
  9. Document Management

    Documents in BrightWork 365 are stored in your SharePoint Online site. During the installation of BrightWork 365 the SharePoint site and accompanying document library were created for the environment. A folder in this document library will...
  10. Sample Training Syllabus

    This role-based training content is used by our Customer Success Partners as part of the BrightWork 365 Service Offerings . This sample content can be adjusted by the BrightWork Champion and the BrightWork Customer Success Partner to ensure prope...