This article applies to BrightWork 365 v1.6 and later. For earlier versions see this article.
We recommend working through the roles in the order presented, starting with the BrightWork Champion role to setup the necessary app elements for further use by the other roles.
1-BrightWork Champion
Approximately 2 hours
BrightWork 365 Overview
- What is a BrightWork Champion?
- What is BrightWork 365?
- BrightWork 365 Structure
- Technologies Used
- Navigating BrightWork 365
- BrightWork User Management
- Frequently Asked Questions
Portfolios & Programs
- Use Case Discussion
- Create a Portfolio
- Create a Program
- Exercise
Requests
- Use Case Discussion
- Project Request Approval Process
- Create a Project Without a Request
- Exercise
Starter Project Templates
- Starter Template Details
- Project Stage Approval Process
- Task Management
- Documents
- Status Reporting
- Exercise
Work Reports (Issues, Risks, My Work)
- Use Case Discussion
- Work Reports
- Demo
- Exercise
Interface
Power BI Reports
- Use Case Discussion
- Power BI Reports Overview
- Demo
- Exercise
Customization
- Customization Overview
- Request Template & Project Template Configuration
- Content Templates
- Power BI Customization
Open Forum Q&A
2-Project Manager
Approximately 2 hours
BrightWork 365 Overview
- What is BrightWork 365?
- BrightWork 365 Structure
- Technologies Used
- Navigating BrightWork 365
- Frequently Asked Questions
Requests
- Use Case Discussion
- Project Request Approval Process
- Create a Project Without a Request
- Exercise
Starter Project Templates
- Starter Template Details
- Project Stage Approval Process
- Task Management
- Documents
- Status Reporting
- Exercise
Work Reports (Issues, Risks, My Work)
- Use Case Discussion
- Work Reports
- Demo
- Exercise
Interface
Power BI Reports
- Use Case Discussion
- Power BI Reports Overview
- Demo
- Exercise
Open Forum Q&A
3-Team Member
Approximately 1 hour
Training Topics
- Navigating BrightWork 365
- Find Assigned Work and Update Work Progress
- Document Management
- Microsoft Teams
- Configure a Personal View
- Exercise
Open Forum Q&A
4-Senior Executive
Approximately 1 hour
BrightWork 365 Overview
- What is BrightWork 365?
- BrightWork 365 Structure
- Technologies Used
- Navigating BrightWork 365
- Frequently Asked Questions
Requests
- Use Case Discussion
- Project Request Approval Process
- Create a Project Without a Request
- Exercise
Interface
Power BI Reports
- Use Case Discussion
- Power BI Reports Overview
- Demo
- Exercise