BrightWork 365 Free - Knowledge Base

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BrightWork 365 Free Overview
What is BrightWork 365 Free? BrightWork 365 Free is a streamlined project tracking app, built on Microsoft 365 and the Power Platform. It helps project teams quickly gain visibility and control over their projects - without the complexity...
BrightWork 365 Free Main Components
Home View a summary of the most relevant projects and their statuses, so you can quickly grasp immediate priorities and focus attention effectively. Convenient access to various pre-configured filtered views of projects that have be...
Role-Based Quick Start Guides
Introduction The guides below are organized by different project contributor roles with a list of actions they would typically need to take during various stages of a project. Also included is a brief introductory note exp...
Assign User Security Roles
In order to use BrightWork 365 Free, users need to have at a minimum the Basic User and the BrightWork 365 Free User security roles in the environment you installed the BrightWork 365 Free solution. You can either assign ...
Create & Delete Projects
Create a Project Click the Projects link on the main navigation. Click +New on the toolbar. In the Charter tab that automatically displays, add a name for the project and fill in other project details such...
Projects
The main components of BrightWork 365 Free projects are noted below. Many of the values entered into the tabs referenced below will be represented in various  views. Charter tab Quickly define and understand a project's core ...
Project Status
The status values set within the projects will be displayed in the various included views and reports . View and update project status Click the Projects  link on the main navigation. Select a project. Cl...
Views & Reporting
For project-related status reporting, see also Project Status . Home The home page of BrightWork 365 Free provides links to pre-defined filtered reports, e.g., My Projects, All Projects, Not Started Projects....
Audit History
BrightWork 365 Free together with the Microsoft Power Platform provides organizations with the ability to track data change history and activity logging for use in analysis and reporting purposes. To view Audit History: ...
Interface
Microsoft Excel View Excel Data in BrightWork 365 Free When Microsoft Excel is added to Power Apps, Excel becomes a data source. You can view the Excel table data within Power Apps. For more information see this View Excel Data article...
Personalization Settings
Configure Personalization Settings To configure Personalization Settings such as time zone, and formats for number, currency, time and date: Select the Settings  gear at the top of the BrightWork 365 app and click  ...
Restore Deleted Records
Introduction By default, deleted records such as projects, are permanently removed and cannot be restored. However, Microsoft has added an optional Recycle Bin feature to Power Platform environments that must be manually ena...
Personal and Collaborative Leadership Training
Uninstall BrightWork 365 Free
Removing a Solution or an Environment  deletes all  the associated data. This should be done with extreme caution. You need to be a Power Platform Administrator to carry out these steps. To uninstall Brigh...