Training Guides

Deployment, Role-Based, Configuration

12 training guides with step-by-step instructions on how to use BrightWork to manage projects and portfolios on SharePoint.

 

 

Start The Introductory Guide.

We recommend this guide to kick-off your BrightWork experience. This guide contains step-by-step instructions giving you an introduction on how to use BrightWork to manage projects and portfolios on SharePoint.

Tip: Practice the BrightWork training 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.

Deployment Guide

Get up and running with our 3 stage deployment process.

3D Deployment

Our 3D Deployment Process (Design, Deliver, Deploy) is a clear, transparent, and practical change management process that is focused on your needs, so we can help you implement collaborative project management with BrightWork.

Start Guide

Role-Based Guides

Choose a guide that fits your project management role.

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.

Start Guide

Senior Executive

In this training guide you will learn about the cross-project reporting features available with BrightWork. This guide is aimed mainly at Senior Executives and Program Managers who need to maintain oversight of work and projects in the organization.

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Project Manager

This guide is aimed mainly at Project Managers who will be using BrightWork to manage projects; however, any member of the organization who will be using BrightWork extensively, or who will be customizing and configuring BrightWork, should also complete this training.

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Project Request Manager

In this training guide you will create your own Project Request Manager template. This template will let you draft new requests and send them for review. This training guide will help you learn about the template and how each stage of the process works.

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Configuration Guides

Advance your knowledge and use of BrightWork, more suited to Brightwork Administrators.

Create a BrightWork Training Project Office

In this training guide you will create your own Project Office. You will also learn how to use the templates in the BrightWork environment.

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Working with Lists and Libraries

This training guide will provide an overview of some of the configuration changes you can make to lists in BrightWork so that your local needs and practices are better supported.

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Project Metrics

This guide will provide an overview of some of the configuration changes you can make to lists in BrightWork so that your local needs and practices are better supported.

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Configuring BrightWork Reporter

The purpose of this guide is to introduce you to Configuring the BrightWork Reporter web part.

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Working with Report Data Sources

The purpose of this guide is to introduce you to Reporter Data Sources and to working with Reporter Definitions.

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Design Sync and Configuration Refresh

This guide will focus on BrightWork Design Sync. The guide will also serve as a refresher for some of the previous exercises you have done.

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BrightWork Training Videos

Choose from an array of videos and tutorials to fit your training needs. Topics include Basic BrightWork, Advanced BrightWork, Template Training, SharePoint, Reporting and Metrics. Fast forward, rewind and rewatch to suit your own learning pace.

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Your Success Our Priority

The mission of the BrightWork Customer Success team is project management success for each and every one of our customers. From deployment through to full user adoption, it is up to the Customer Success team to ensure that BrightWork excels at meeting your needs.