The
March release
is available! See
Release Notes
for details.
BrightWork 365
Table of Contents
Table of Contents
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Home
Glossary
Requests
Project Request Approval Process
Request Form Details
BrightWork 365 Requests App
Approvals in Microsoft Teams
Requests - Videos
Projects
BrightWork 365 Starter Project Templates
Create Projects
Project Stage Approval Process
Approvals in Microsoft Teams
Task Management
Import Project Gantt Tasks
Global Settings
Non-Working Days
Project Status Reporting
Actions
Costs & Budgets
Communications
Contacts
Accounts
Audit History
Archive or Delete a Project
Projects - Videos
Portfolios
Portfolios
Programs
Power Apps Dashboards Overview
Portfolio & Program Status Reporting
Portfolio & Program Actions
Portfolio & Program Costs and Budgets
Portfolio & Program Communications
Project Calendar Views
Work Allocation Reports
Power BI Dashboards Overview
Resource Utilization - Power BI
Project Documents Dashboard - Power BI
Portfolios - Videos
Getting Started
Onboarding & Role-Based Training
Level 1: Basic Orientation
What is BrightWork 365?
Technologies Used
Navigating BrightWork 365
Projects Area Components
Starter Project Templates
What is a BrightWork Customer Success Partner?
Pricing and FAQs
Level 2: Role Based Training Guides
Training Introduction
Sample Training Syllabus
BrightWork Champion
Project Requester
Project Manager
Team Member
Senior Executive
System Administrator
Business User Extended Training
Categorized Training Videos
Orientation
BrightWork 365 Orientation
Technologies Used
Requests
Overview Demo
Under a Minute: Create a New Request
Request Approval Process
Canceling In Progress Approvals
Projects
Starter Project Templates
Create Projects Without a Request
Project Stage Approval Process
Task Management
Actions
Costs
Communications
Work Reports
Status Reporting
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
Status Reporting
Under a Minute: Create a Program
Resource Utilization
Interface
Microsoft Excel
Power Apps Views & Charts
Power BI Dashboard Reports
Under a Minute: Project Documents Power BI Report
Configuration
Request and Project Templates
Configuration Options
Form Configurator
Under a Minute: Configure a Personal Chart
Edit Choices in a Managed Solution
Administration
User Management
BrightWork Security Roles Details
Customer Success
What is a BrightWork Customer Success Partner?
BrightWork 365 Solution Services
BrightWork 365 Start Service Overview
BrightWork 365 Start Plans
3D Deployment Process Deep Dive
Customer Success Training Syllabus
Deployment Best Practices
Add a BrightWork Customer Success Local User
Interface
Document Management
Views & Charts
Microsoft Teams
Microsoft Excel
Microsoft OneNote
Search
Interface Videos
Customization
Configuration
Configure User Security Roles
Configure Personalization Settings
Configure a Personal View
Configure Personal Charts
Configure Form, Request & Project Templates
Form Configurator
Form Configurator - Best Practices
Create a Content Template
Bulk Copy Data Between Columns
Edit Choices in a Managed Solution
Configure Default Template Approval Labels
Configuration Videos
Customization
Read First: Customization Notes
Benefits of Moving to Current Project Forms
Customize Tables
Customize Site Maps
Add a Custom Logo
Customize Power BI Dashboards
Customize Other Elements
Using Power Automate to Set the Value of a Lookup Column
Administration
Find Your BrightWork 365 Version Number
Pre-Install Power Platform Environment Instructions
BrightWork 365 Install & License Notes
Add the BrightWork 365 App as a Desktop App
Post Installation Verification Checklist
Upgrading BrightWork 365
Post Upgrade Verification Checklist
Custom BrightWork Forms and App Upgrades
Import a BrightWork Custom Solution
BrightWork User Management
BrightWork Security Roles Details
3rd Party Access to BrightWork 365
Add an External Guest User
User Activity Audit
Microsoft Teams Admin Guide
Managing the SharePoint Throttling Limit
Add BrightWork Tables to Dynamics 365 App for Outlook
Telemetry Data
Environment Backups
Uninstall BrightWork 365
Administration Videos
Release Notes
Full PDF Download
Home
Prior Release Training Guides
February 2023 (v1.6)