BrightWork Training Guides

11 role and functionality based training guides with step-by-step instructions on how to use BrightWork to manage projects and portfolios on SharePoint 2013.

We recommend practicing the guides using a dedicated training area in your own environment. Contact your local BrightWork administrator for details on your training area, or if you need to set one up, contact our Support Team.

Introductory Guide

Introductory

Do you want an overview of the main features of BrightWork? Take the Introductory Guide now. The Introductory Guide will show you many of the key ways to manage projects and portfolios in BrightWork and SharePoint. Get the basics of BrightWork, get started quickly and start collaborating on projects.

The following guides are available for BrightWork customers who have an active support and upgrade plan.

Role Based Guides

Team Member

Do you want to learn how to use BrightWork to effectively manage your work? Take the Team Member training guide now. The training guide will teach you SharePoint basics, how to find your work and how to manage work and documents.


Senior Executive

Do you want to become familiar with the cross-project reporting features in BrightWork? Take the Senior Executive training guide now. This guide will show many of the key ways you can maintain oversight of work and projects within the organization. Learn about Cross-Project Reporting, Personal and Shared Reports, and Portfolio Reporting.


Project Manager

Do you want to learn how to manage various sized projects? Take the Project Manager training guide now. The guide will show you how to manage multiple projects and how to easily share project reports.


Project Request Manager

Do you want to learn how your organisation can manage requests for new projects, from draft through to approval? If so, then the Project Request Manager training guide is for you. Learn how to log a request, review a request, rank requests, and approve or reject requests.

Configuration Guides

Create a BrightWork Training Project Office

Do you want to learn how to set up your own Project Office and how to create templates on BrightWork? Take the Create a BrightWork Training Project Office now. This module is a prerequisite for some future modules as it creates a training environment you can reuse. This training guide will teach you how to create templates and how to create a project office hierarchy.


Working with Lists and Libraries

Do you want to learn about lists and libraries and some easy ways to configure them in BrightWork? Take the Working with Lists and Libraries training guide now. The training guide will equip you with knowledge on special column features, how to sync design changes to child sites, and how to add a SharePoint Designer Workflow.


Project Metrics

Metrics are widely used throughout BrightWork and just work! However, it can be very useful to have a deeper knowledge of them to help evolve your project templates.
Do you want to learn how to create new metrics and understand some of the configuration changes you can make? If so, then the Project Metrics guide is for you. The guide will teach you about the different type of metrics in BrightWork, how you can configure metrics, and the different reporting options.


Configuring BrightWork Reporter

BrightWork Reporter is the reporting tool used to report across multiple lists and sites in BrightWork.
Do you want to learn about the more advanced configuration settings within your BrightWork site? If so the Configuring BrightWork Reporter guide is for you. The guide will teach you ways to configure four different types of report, how to create a personal report, and how to schedule emails.


Working with Report Data Sources

BrightWork Reporter uses Reporter Definitions which can be tailored or newly created by you as you evolve your reporting.
Do you want to learn more about reporter definitions? In the Working with Report Data Sources training guide you will learn how to create your own personal reports from scratch or how you can add your own data to out-of-the-box reports. You will also learn how to report on columns and lists, add filters to reports, add metrics to reports, and improve report performances.


Design Sync and Configuration Refresh

Template Design Sync is a feature of BrightWork where modifications to a project template can be synced with existing project sites, enabling updates to be centred in templates and changes rolled out from there.
Do you want to learn how to configure templates and sync design changes to existing project sites? The Design Sync and Configuration Refresh training guide will guide you through the BrightWork Design Sync. The guide also acts as a refresher for features you have learned in the previous guides.

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