The
2025-1 release
is available!
Release Notes
BrightWork 365
Table of Contents
Table of Contents
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Home
Glossary
Requests
FAQs - Requests
Request Form Details
Request Approval Process
Request Approvals in Microsoft Teams
Requests App
Requests Audit History
Requests - Videos
Requests - Training Exercises
Projects
FAQs - Projects
Project Security & Access
BrightWork 365 Starter Project Templates
Create Projects
Delete Projects
Project Stage Approval Process
Approvals in Microsoft Teams
Gantt Chart & Task Management
Import Project Gantt Tasks
Content Templates
Non-Working Days
Project Status Reporting
Project Risks
Project Issues
Actions
Costs & Budgets
Communications
Contacts
Accounts
Audit History
Projects - Videos
Projects - Training Exercises
Portfolios
FAQs - Portfolios
Portfolio Security & Access
Portfolios
Programs
Power Apps Dashboards Overview
Portfolio & Program Status Reporting
Portfolio & Program Risks
Portfolio & Program Issues
Portfolio & Program Actions
Portfolio & Program Costs and Budgets
Portfolio & Program Communications
Calendar Views
Work Allocation Reports
Power BI Dashboards Overview
Resource Utilization - Power BI
Project Documents Dashboard - Power BI
Global Settings
Portfolios Audit History
Portfolios - Videos
Portfolios - Training Exercises
Getting Started
Onboarding & Quick Start Guides
Orientation
What is BrightWork 365?
Technologies Used
Navigating BrightWork 365
Projects Area Components
Starter Project Templates
What is a BrightWork Customer Success Partner?
Pricing and FAQs
Orientation - Training Exercises
Quick Start Guides
BrightWork Champion
Project Requester
Project Manager
Team Member
Senior Executive
System Administrator
Business User Extended Training
Learning Paths
BrightWork Champion
Project Manager
Team Member
Senior Executive
Categorized Training Videos
Orientation
BrightWork 365 Orientation
Technologies Used
Requests
Overview Demo
Under a Minute: Create a New Request
Request Approval Process
Canceling In Progress Approvals
Projects
Video: Starter Project Templates
Video: Create Projects without a Request
Video: Project Stage Approval Process
Video: Gantt Chart & Task Management
Video: Risk Management
Video: Issues
Video: Actions
Video: Costs
Video: Communications
Video: Status Reporting
Video: Global Settings
Video: Non-Working Days
Video: Project Security & Access
Video: Create a Task
Video: Add a Document
Video: Audit History
Portfolios
Video: Portfolios
Video: Programs
Video: Status Reporting
Video: Project-Program-Portfolio Risk Management
Video: Work Allocation Reports
Video: Resource Utilization
Under a Minute: Create a Program
Interface
Microsoft Excel
Power Apps Views & Charts
Power BI Dashboard Reports
Under a Minute: Project Documents Power BI Report
Configuration
Request and Project Templates
Form Configurator
Under a Minute: Configure a Personal Chart
Edit Choices in a Managed Solution
Administration
User Management
BrightWork Security Roles Details
Customer Success
Customer Success Topics
What is a BrightWork Customer Success Partner?
BrightWork 365 Solution Services
BrightWork 365 Start Service (on brightwork.com)
BrightWork 365 Start Plans
3D Deployment Process Deep Dive
Deployment Best Practices
Add a BrightWork Customer Success Local User
Learning Paths
BrightWork Champion
Project Manager
Team Member
Senior Executive
Interface
Document Management
Views & Charts
Microsoft Teams
Microsoft Excel
Microsoft OneNote
Search
Printing
Interface Videos
Interface - Training Exercises
Customization
Configuration
Configure User Security Roles
Configure Personalization Settings
Configure a Personal View
Configure Personal Charts
Configure Form, Request & Project Templates
Form Configurator
Form Configurator - Best Practices
Bulk Copy Data Between Columns
Edit Choices in a Managed Solution
Configure Default Template Approval Labels
Add a Deactivated Project Filter to a Power BI Report
Configuration Videos
Configuration - Training Exercises
Customization
Read First: Customization Notes
Catalog of Customizations
Benefits of Moving to Current Standard Project Forms
Add a New Form Tab
Add a New Form Section
Add a Column to a Form
Customize Tables
Customize Site Maps
Add a Custom App Tile Icon
Customize Power BI Dashboards
Customize Other Components
Using Power Automate to Set the Value of a Lookup Column
Administration
FAQs & Troubleshooting - Admin
Pre-Install Power Platform Environment Instructions
Installing BrightWork 365 & License Notes
Import a BrightWork Custom Solution
Post Install Verification Checklist
Upgrading BrightWork 365
Custom BrightWork Forms and App Upgrades
Post Upgrade Verification Checklist
User Management
Security Role Details
Configure Environment Currency
Find Your BrightWork 365 Version Number
Using BrightWork 365 as an App
3rd Party Access to BrightWork 365
Add an External Guest User
Add BrightWork Tables to Dynamics 365 App for Outlook
Restore Deleted Projects
User Activity Audit
Telemetry Data
Environment Backups
Uninstall BrightWork 365
Managing the SharePoint Throttling Limit
BrightWork 365 Product Roadmap
Administration Videos
Release Notes
Full PDF Download
Home
Getting Started
Categorized Training Videos
Orientation
BrightWork 365 Orientation
Video has been removed from this PDF. Visit the BrightWork 365 knowledge base to view.
Short Demo on
brightwork.com
(3:45)
Extended Demo (39:16)
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