Popular Articles

  1. 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...
  2. 3D Deep Dive

    Design Requirements Complete Handover During a scheduled handover call you and your assigned BrightWork 365 Solutions Specialist will have a first conversation for introductions, and to better understand Requirements and the Expected Solutio...
  3. Resourcing

    Dashboard Work Reports With the coupling of BrightWork 365 and Microsoft Power BI, there are many resourcing report options available for your team to review and analyze. A main area for resourcing reports is in Dashboard | Work . These reports ...
  4. BrightWork 365 Structure

    The high-level structure of BrightWork 365 consists of the areas Requests, Projects, and Portfolios.
  5. 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 ...
  6. Portfolios

    Portfolios Introduction Portfolios are the highest parent level within BrightWork 365. Portfolios consist of child programs and all the projects within their respective programs. Your BrightWork 365 environment can have more than one portfolio....
  7. Status Reports

    Status Section The Status  section displays current metrics and KPIs about the project, and provides the project manager with the ability to create a snapshot status report of the project's standing at that moment in time. The Sched...
  8. Approver Review and Project Creation

    Approver Review and Project Creation After the project request has been accepted by the Receiver, the Receiver will complete filling in the remaining Project Details fields, including the Approvers field; the Approvers field does a lookup t...
  9. Microsoft Teams

    With BrightWork 365 and Microsoft Teams integration, you have powerful options for staying connected and organized. Each BrightWork 365 Program can have its own Microsoft Team, and each Project its own Microsoft Team Channel. Microsoft Teams Co...
  10. Receiver Review of the Project Request

    Receiver Review of Requests The Receiver reviews the submitted request in the second stage of the request process. To see the request available for review, the Receiver can check the email that was automatically sent when the Requestor submi...