Level 2: Role Based Training Guides

Articles

Training Introduction
Introduction This training guide can be used as an introductory roadmap for how to use BrightWork 365 to manage projects and portfolios on the Microsoft Power Platform. This content is intended to give a first-time user a tour of what it is like ...
Sample Training Syllabus
This role-based training content is used by our Customer Success Partners as part of the BrightWork 365 Service Offerings . This sample content can be adjusted by the BrightWork Champion and the BrightWork Customer Success Partner to ensure prope...
BrightWork Champion
Who Is This Guide For? This guide is geared to the customer organization's BrightWork Champion, who is responsible for the initial in-app setup of BrightWork 365, including the Program and Portfolio structure, prior to the management of projec...
Project Requester
Who Is This Guide For? This guide is aimed primarily at members of the organization who will be using BrightWork 365 to submit requests for projects that will be created through the Request  process. Prerequisites We recommend first familia...
Project Manager
Who Is This Guide For? This guide is primarily aimed at Project Managers who will be using BrightWork 365 to manage projects. However, this guide will also be useful for any member of the organization who will be using BrightWork 365 extensively. ...
Team Member
Who Is This Guide For? This guide is aimed primarily at team members; however, any member of the organization who will be using BrightWork 365 and is new to the Power Platform will also benefit from this guide. Prerequisites We suggest you first ...
Senior Executive
Who Is This Guide For? This guide is aimed primarily at Senior Executives and Program Managers who need to maintain oversight of work and projects across an entire project portfolio in the organization. In this training guide you'll learn about...
System Admin
Who is this Guide for? This guide is intended primarily for administrators who will be working on BrightWork 365 installations, upgrades and the overall maintenance of the technologies encompassing the solution; these technologies include BrightWor...
Business User - Extended Training
Microsoft Power Platform The following links provide extensive training for the Microsoft Power Platform solution and is intended for business users, e.g., Project Managers, Marketing, Inside Sales, and Operations staff: Microsoft Power Platfo...