Introduction
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.
Confirm attendees have all relevant Security Roles and Licenses to successfully access their BrightWork 365 environment prior to the first session.
Decide with your assigned trainer which of these items will be done as hands-on training, and whether they will be done during or after the training session
1-BrightWork Champion
Approximately 2 hours
BrightWork 365 Introduction
Essentials
- Review the list of the various technologies integrated into the Microsoft 365 and BrightWork 365 solutions. [Topic info]
- Navigate to the Home Screen of your organization's BrightWork 365 app. [Topic info]
- Review the list of open requests. [Topic info]
- View all projects in progress. [Topic info]
- Review the list of open risks. [Topic info]
Advanced
- Review the various BrightWork 365 security roles and the differences between them. [Topic info]
- Switch to the Templates Area and review a Project Template's configuration (if you have relevant permission). [Topic info]
- Switch to the Admin Area and review the various links (if you have relevant permission). [Topic info]
Initial Setup
Essentials
- Create a Portfolio and fill in the relevant fields. [Topic info]
- Create a child Program for the Portfolio and fill in the relevant fields. [Topic info]
- Change the Priority level to Medium in the portfolio and the program. [Topic info]
Advanced
- In the Program's Status tab, change the field values. [Topic info]
- In the Program's Documents tab, create a new MS Word document. [Topic info]
Initiate the Project
- Get the Project Approved, Sponsored, and Resourced
- Decide a Project Management Process
- Create a Collaborative Project Site
Essentials
- Get a project approved, sponsored, and resourced. [Topic info]
- Click the main nav Requests link. [Topic info]
- Choose the My Requests view to see the current status of your requests. [Topic info]
- Manually create a collaborative project site using the Project Structured project template. [Topic info]
Advanced
- Select your project request to view the active stage of the request, i.e., Draft, Accepted, Approved. [Topic info]
- Add text to the Additional Approval Email Text field in a request (requires the BrightWork Approvals Coordinator security role). [Topic info]
- Create a Request template, either as a copy of an existing Request template or a new one, with yourself or a colleague as the Approver and submit a request using it. [Topic info]
Plan and Setup the Project
- Plan the Project
- Desk Check the Project Plan
- Notify the Team of their Responsibilities
Essentials
- In the Gantt tab of a Project Structured type project, create Stages using the same names as those found in the project's Business Process Flow. [Topic info]
- Create several indented child tasks under each of the Stages. [Topic info]
- Change the durations of the tasks. [Topic info]
- Create dependencies between all of the tasks. [Topic info]
- Assign yourself to each of the tasks. [Topic info]
- Create several risks in the project's Risks tab and assign them to yourself. [Topic info]
Advanced
- Baseline the Gantt schedule. [Topic info]
- Create a Microsoft Teams Channel for a project. [Topic info]
- In the Status tab, change the field values. [Topic info]
- In the Status Reports tab, create a draft status report. [Topic info]
Work the Project
- Find Work
- Do Work
- Update Progress on Work (recording any issues)
Essentials
- Find the work assigned to you within the project and from the main nav. [Topic info]
- Create an issue within the project and assign to yourself. [Topic info]
- Change the status of work assigned to you. [Topic info]
Advanced
- Create a personal My Work report by editing the columns and filters and share it. [Topic info]
Track and Re-Plan the Project
- Check and Understand the Project's Progress
- Find and Manage Exceptions (e.g., issues, risks)
- Re-Plan the Project
Essentials
- Find the work assigned to you across projects from the main nav. [Topic info]
- Change the status of the work assigned to you. [Topic info]
Advanced
- In a Portfolio's Status tab, change the field values. [Topic info]
- In a Portfolio's Status Reports tab, create a draft status report. [Topic info]
Track Projects with Power BI Dashboards
- Check and Understand the Project's Progress
- Find and Manage Exceptions (e.g., issues, risks)
- Re-Plan the Project
Essentials
- Find the work assigned to you in the My Work - Power BI dashboard. [Topic info]
Advanced
- View the reports in all of the tabs of the Resource Utilization - Power BI dashboard. [Topic info]
- Use the Microsoft Open in Power BI Service to utilize the additional options available to interact with BrightWork 365. [Topic info]
Interface
Essentials
- Cycle through several of the Requests system views. [Topic info]
- Cycle through several of the Projects system views. [Topic info]
Advanced
- Post a new entry in a project's Micrsoft Teams channel. [Topic info]
- Export the Open Projects view to Microsoft Excel. [Topic info]
- Add a Microsoft OneNote entry to a project in the Communications tab. [Topic info]
Configuration
Essentials
- Navigate to Personalization Settings and confirm the Time Zone setting is accurate. [Topic info]
- Configure a Personal Chart starting from an existing System Chart. [Topic info]
Advanced
- Within a project, after setting up the Gantt Chart, and Risks and Issues, create a Content Template for use in future projects. [Topic info]
- In a current or new Request Template, make a configuration setting change. [Topic info]
- In a current or new Project Template, make a configuration setting change. [Topic info]
- In a current or new Project Template, use the Form Configurator to change the display setting of a Form Tab, a Section, and a Column. [Topic info]
Close the Project
- Close Out the Project
- Run Project Post-mortem and Track Lessons Learned
- Capture any Useful Modifications
Open Forum Q&A and Training Feedback
2-Project Manager
Approximately 2 hours
BrightWork 365 Introduction
Essentials
- Review the list of the various technologies integrated into the Microsoft 365 and BrightWork 365 solutions. [Topic info]
- Navigate to the Home Screen of your organization's BrightWork 365 app. [Topic info]
- Review the list of open requests. [Topic info]
- View all projects in progress. [Topic info]
- Review the list of open risks. [Topic info]
Advanced
- Review the various BrightWork 365 security roles and the differences between them. [Topic info]
- Switch to the Templates Area and review a Project Template's configuration (if you have relevant permission). [Topic info]
- Switch to the Admin Area and review the various links (if you have relevant permission). [Topic info]
Initiate the Project
- Get the Project Approved, Sponsored, and Resourced
- Decide a Project Management Process
- Create a Collaborative Project Site
Essentials
- Get a project approved, sponsored, and resourced. [Topic info]
- Click the main nav Requests link. [Topic info]
- Choose the My Requests view to see the current status of your requests. [Topic info]
- Manually create a collaborative project site using the Project Structured project template. [Topic info]
Advanced
- Select your project request to view the active stage of the request, i.e., Draft, Accepted, Approved. [Topic info]
- Add text to the Additional Approval Email Text field in a request (requires the BrightWork Approvals Coordinator security role). [Topic info]
- Create a Request template, either as a copy of an existing Request template or a new one, with yourself or a colleague as the Approver and submit a request using it. [Topic info]
Plan and Setup the Project
- Plan the Project
- Desk Check the Project Plan
- Notify the Team of their Responsibilities
Essentials
- In the Gantt tab of a Project Structured type project, create Stages using the same names as those found in the project's Business Process Flow. [Topic info]
- Create several indented child tasks under each of the Stages. [Topic info]
- Change the durations of the tasks. [Topic info]
- Create dependencies between all of the tasks. [Topic info]
- Assign yourself to each of the tasks. [Topic info]
- Create several risks in the project's Risks tab and assign them to yourself. [Topic info]
Advanced
- Baseline the Gantt schedule. [Topic info]
- Create a Microsoft Teams Channel for a project. [Topic info]
- In the Status tab, change the field values. [Topic info]
- In the Status Reports tab, create a draft status report. [Topic info]
Work the Project
- Find Work
- Do Work
- Update Progress on Work (recording any issues)
Essentials
- Find the work assigned to you within the project and from the main nav. [Topic info]
- Create an issue within the project and assign to yourself. [Topic info]
- Change the status of work assigned to you. [Topic info]
Advanced
- Create a personal My Work report by editing the columns and filters and share it. [Topic info]
Track and Re-Plan the Project
- Check and Understand the Project's Progress
- Find and Manage Exceptions (e.g., issues, risks)
- Re-Plan the Project
Essentials
- Find the work assigned to you across projects from the main nav. [Topic info]
- Change the status of the work assigned to you. [Topic info]
Advanced
- In a Portfolio's Status tab, change the field values. [Topic info]
- In a Portfolio's Status Reports tab, create a draft status report. [Topic info]
Track Projects with Power BI Dashboards
- Check and Understand the Project's Progress
- Find and Manage Exceptions (e.g., issues, risks)
- Re-Plan the Project
Essentials
- Find the work assigned to you in the My Work - Power BI dashboard. [Topic info]
Advanced
- View the reports in all of the tabs of the Resource Utilization - Power BI dashboard. [Topic info]
- Use the Microsoft Open in Power BI Service to utilize the additional options available to interact with BrightWork 365. [Topic info]
Interface
Essentials
- Cycle through several of the Requests system views. [Topic info]
- Cycle through several of the Projects system views. [Topic info]
Advanced
- Post a new entry in a project's Micrsoft Teams channel. [Topic info]
- Export the Open Projects view to Microsoft Excel. [Topic info]
- Add a Microsoft OneNote entry to a project in the Communications tab. [Topic info]
Close the Project
- Close Out the Project
- Run Project Post-mortem and Track Lessons Learned
- Capture any Useful Modifications
Open Forum Q&A and Training Feedback
3-Team Member
Approximately 1 hour
Work the Project
- Find Work
- Do Work
- Update Progress on Work (recording any issues)
Essentials
- Launch the BrightWork 365 app and find the view of projects on the main nav. [Topic info]
- Find the work assigned to you using the My Work view on the main nav. [Topic info]
- Find the My Work tab within a project. [Topic info]
- View the documents within a project. [Topic info]
- Post a comment in a project's Microsoft Team Channel. [Topic info]
Advanced
- Change the status of work assigned to you. [Topic info]
- Configure a Personal View from an existing view. [Topic info]
Open Forum Q&A and Training Feedback
4-Senior Executive
Approximately 1 hour
BrightWork 365 Introduction
Essentials
- Review the list of the various technologies integrated into the Microsoft 365 and BrightWork 365 solutions. [Topic info]
- Navigate to the Home Screen of your organization's BrightWork 365 app. [Topic info]
- Review the list of open requests. [Topic info]
- View all projects in progress. [Topic info]
- Review the list of open risks. [Topic info]
- View various Dashboards. [Topic info]
Initiate the Project
- Get the Project Approved, Sponsored, and Resourced
- Decide a Project Management Process
- Create a Collaborative Project Site
Essentials
- Submit a request to create a project that will use one of the available project templates. [Topic info]
- Click the main nav Requests link. [Topic info]
- Choose the My Requests view to see the current status of your requests. [Topic info]
Advanced
- Select your project request to view the active stage of the request, i.e., Draft, Accepted, Approved. [Topic info]
Interface
Essentials
- Cycle through several of the Requests system views. [Topic info]
- Cycle through several of the Projects system views. [Topic info]
Advanced
- Post a new entry in a project's Micrsoft Teams channel. [Topic info]
- Export the Open Projects view to Microsoft Excel. [Topic info]
- Add a Microsoft OneNote entry to a project in the Communications tab. [Topic info]
Track Projects with Power BI Dashboards
- Check and Understand the Project's Progress
- Find and Manage Exceptions (e.g., issues, risks)
- Re-Plan the Project
Essentials
- Find the work assigned to you in the My Work - Power BI dashboard. [Topic info]
Advanced
- View the reports in all of the tabs of the Resource Utilization - Power BI dashboard. [Topic info]
- Use the Microsoft Open in Power BI Service to utilize the additional options available to interact with BrightWork 365. [Topic info]