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Last Updated: 09/10/2026
in Customer Success Training
Guide to BrightWork Learn and Customer Success Partner-led Training KEY TAKEAWAYS
BrightWork Learn builds consistent foundational knowledge at each learner's own pace.
Customer Success Partner-led training helps teams apply that ...
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Who Is This Guide For?
This guide is geared to the customer organization's BrightWork Champion, the person responsible for the initial in-app setup of BrightWork 365, including the Program and Portfolio structure, prior to starting the manage...
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Last Updated: 09/09/2026
in Projects
2026-2 Project Management Context With the Copy to New Project feature, a project's Actual Project Manager and users with the BrightWork PMO Manager security role have a fast way to create a new project by copying information from an exist...
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Last Updated: 09/08/2026
Installation and upgrade information can be found in the Knowledge Base Administration category.
2026-2 Project Management Summary
This release introduces the new Project Tracker template for simple, exe...
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Last Updated: 09/08/2026
in Projects
Project Management Context Lessons learned represent the process of systematically gathering, analyzing, and documenting insights from both successes and failures throughout a project's lifecycle. Rather than treating a finished project as a cl...
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Last Updated: 09/08/2026
in Projects Project Templates
2026-2
Project Management Context
Not having a standard way to plan and manage projects is a common challenge among project managers. This is why adopting a configurable template approach from project selec...
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Introduction
Introduction Summary Audio
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Pre-Handover Call Activity
Your BrightWork Representative will schedule a deployment kick-off call and the handover to your BrightWork Customer Suc...
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Last Updated: 09/08/2026
in Administration Install and license notes for BrightWork 365 release 2026-1.
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Last Updated: 09/07/2026
in Projects
2026-2
Project Management Context
Most projects benefit greatly from having a control process in place to move them along from one stage to the next while they are in execution. Without any form of control, there is a...
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Last Updated: 09/02/2026
in Portfolios
2026-2 & 2026-1
Project Management Context
Programs are the first child level under Portfolios, with Portfolios being the highest level in the BrightWork 365 hierarchy. It allows users to group related projects together i...
