BrightWork 365 Training Series

Make a quick start with the BrightWork 365 solution and gradually mature at the pace that suits you – using our proven Start-Evolve approach. Check out the steps of a sample Start-Evolve journey.

Session 1 – Initial Portfolio Setup & Request Management – Do the Right Projects at the Right Time

  • Quick overview of BrightWork 365 

  • Create a portfolio and child program (exercise) 

  • Starter request template details (behind the scenes) 

  • Overview of associated project templates 

  • Request creation 

  • Request approval 

Session 2 - Plan and Organize Your Projects with BrightWork 365 - Schedule your Projects for Team Collaboration and Successful Delivery

  • Starter project template details (project tabs & behind the scenes) 

  • Gantt details (exercise) 

  • Risk management (exercise) 

  • Cost management (and connection with Admin Area > Contacts, Accounts) 

  • Content templates 

Session 3 – Evolve your Project Management

How to evolve your Project Management with best practice processes and greater visibility.

  • Issues

  • Actions

  • Work/My Work

  • Communications

Session 4 – Manage Your Portfolio of Projects – Manage Efficiently and Transparently

  • Security roles

  • Reporting views & personal views 

  • Power Apps charts & personal charts 

  • Power BI reports 

  • Training wrap-up / Final Q & A