- For BrightWork 365 versions older than v1.7 see Prior Release Training Guides.
This role-based training content is used by our BrightWork Customer Success Partners as part of BrightWork 365 Service Offerings. This sample content can be adjusted by the BrightWork Champion along with the Customer Success Partner to ensure proper tracking with the customer’s custom solution.
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
Introduction
- What is a BrightWork Champion?
- What is BrightWork 365?
- BrightWork 365 Structure
- Technologies Used
- Navigating BrightWork 365
- BrightWork User Management | BrightWork Security Roles Details
- 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 Project Template Details
- Project Stage Approval Process
- Task Management
- Documents
- Status Reporting
- Exercise
Work Reports (My Work, Tasks, Issues, Risks)
- Use Case Discussion
- Work Allocation Reports
- Resource Utilization
- 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
Introduction
- 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 Project Template Details
- Project Stage Approval Process
- Task Management
- Documents
- Status Reporting
- Exercise
Work Reports (My Work, Tasks, Issues, Risks)
- Use Case Discussion
- Work Allocation Reports
- Resource Utilization
- 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
Introduction
- 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