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
- Project creation (exercise)
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