Getting Started - BrightWork Help

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Quick answers to quick questions!

BrightWork Basics

How do I find and update my work?
How can I personalize a report?
How can I e-mail a report?
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Manage a Project

How can I create a project?
How can I add and update tasks?
How can I manage issues and risks?
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Manage a Portfolio

How can I create a portfolio?
How can I report over all of my projects?
How can I see the health of my projects?
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What's New, Upgrading, and Licenses

What's new in BrightWork SE.29?
How can I upgrade BrightWork?
How can I purchase additional licenses?
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Configuring BrightWork

How do I add columns to a list or report?
How can I add a list?
How can I sync template changes to my projects?
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Optimizing BrightWork

How can I speed up reporting?
How can I use caching?
What is the optimal site structure?
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Go deeper into BrightWork with these help articles!

SharePoint & BrightWork

Lists
Web Parts
Libraries
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Managing Projects

Intro to Templates
Adding Columns
Adding Pages
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Portfolios & Resource Management

Create Portfolio
Add Projects
Delete Portfolio
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BrightWork Reporter

The Ribbon
Scheduling Email
Sharing Reports
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Using Metrics

Creating Metrics
Recalculating Metrics
Adding Metrics
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Troubleshooting & Reference

Report XML Reference Guide
SQL Server Feed
Determine BrightWork Version Number
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BrightWork SE.29 Help - Published: June 10th 2025