Configuration

Articles

Configure User Security Roles
Configure a Personal View
Configure a Personal View Within the area of interest (e.g., Requests, Projects, Portfolios), go to the top of the screen and click on More Commands which appears as an ellipsis button, and then click Create view . In the personal vi...
Configure a Personal Chart
Configure a Personal Chart Choose an existing system chart as the basis for your personal chart and choose Save As in the menu. If you would like to make changes to your new personal chart, choose Edit  in the menu and make necessar...
Configure Templates
Configure Templates Overview Forms & Templates Access BrightWork 365 Templates Templates can be accessed by clicking into Admin Area | Templates  and then selecting a template name. Template Configuration...
Bulk Copy Data Between Columns
In the area of interest (e.g., Requests, Projects) choose to Create a personal view. In the personal view configuration screen click Edit Columns. Choose the relevant Record Type and add the two columns required for the data transfer. ...