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 – Request Management

How to set up your Request Template defaults in line with strategic objectives and capacity to deliver. 

  • Request Submittal
  • Request Approval


Session 2 – Planning and Organizing Your Projects with BrightWork 365

How to Schedule your Projects for successful delivery and team collaboration. 

  • Charter
  • Team
  • Gantt
  • Costs ( planning/budgeting )
  • Risks (risk planning- review the defined tasks and consider if any updates to the tasks, scope, or budget are needed)

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 – Portfolio Management 

How strong Project Portfolio Governance will give you the visibility to know how Projects are doing and when projects s go off-track. 

  • Status Reporting
  • Power Apps Reports
  • Power BI Reports
  • Training Wrap-Up / Final Q &A