BrightWork 365
Table of Contents
Table of Contents
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Home
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
Project Status Reporting
Actions
Costs
Communications
Contacts
Accounts
Audit History
Archive Projects
Portfolios
Portfolios
Programs
Portfolio & Program Status Reporting
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
Pricing and FAQs
Level 2: Role Based Training Guides
Training Introduction
Training Syllabus - Order of Completion
BrightWork Champion
Project Requester
Project Manager
Team Member
Senior Executive
System Admin
Business User - Extended Training
Training Videos
Orientation
BrightWork 365 Orientation
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
Project Standard Template
New Product Introduction Template
Product Update Template
Task Management
Actions
Costs
Communications
Documents
Work Reports
Status Reporting (New Version)
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
Interface
Microsoft Teams
Microsoft Excel
Power Apps Views & Charts
Power BI Dashboard Reports
Under a Minute: Project Documents Power BI Report
Configuration
Configure Templates
Under a Minute: Configure a Personal Chart
Administration
User Management
BrightWork Security Roles Details
Webinars
Project & Portfolio Status Reporting [Nov 2022]
Optimizing Your Project Pipeline [Oct 2022]
Project and Program Management [Sep 2022]
Project Task Management [Aug 2022]
Project Management Best Practices [Jul 2022]
Project Templates [Mar 2022]
Control Programs and Portfolios [May 2022]
Deployment
BrightWork 365 Services
3D Key Principles
3D Deployment Process Deep Dive
Sample Training Syllabus
Add a BrightWork Customer Success Guest User
Interface
Document Management
Views & Charts
Power Apps Dashboards
Power BI Dashboards
Microsoft Teams
Microsoft Excel
Microsoft OneNote
Search
Customization
Configuration
Configure User Security Roles
Configure Personal Options
Configure a Personal View
Configure a Personal Chart
Configure Template Settings
Bulk Copy Data Between Columns
Customization
Read First: Customization Recommendations
Customize Tables
Customize Forms
Customize Site Maps
Customize Power BI Dashboards
Customize Other Components
Add a Choice Column Using a Table Lookup
Add a Custom Logo as the App Tile
Using Power Automate to Set the Value of a Lookup Column
Copy Custom Column Data from Requests to Projects
Administration
Find Your BrightWork 365 Version Number
Product Licenses, Installation & Upgrades
Import a BrightWork Custom Solution
Post Installation Verification Checklist
Post Upgrade Verification Checklist
BrightWork User Management
BrightWork Security Roles Details
Microsoft Teams Admin Guide
Environment Backups
Uninstall BrightWork 365
Release Notes
Full PDF Download
Home
Getting Started
Training Videos
Projects
Articles
Create Projects Without a Request
About BrightWork 365 Templates
Project Standard Template
New Product Introduction Template
Product Update Template
Task Management
See also the Project Task Management on Microsoft 365 webinar. ...
Actions
Costs
Communications
Documents
Work Reports
Status Reporting (New Version)
Archive Projects
Under a Minute: Create a Task
Under a Minute: Add a Document
Under a Minute: My Work
Under a Minute: Audit History