Configuration

Articles

Configure User Security Roles
Configure Personal Options
To configure personal options, click the settings wheel in the top right area of the BrightWork 365 app and choose Personalization Settings. The personal time zone setting should be changed to avoid timing related issues including incorrect Cr...
Configure a Personal View
Within a view in the section of interest (e.g., Requests, Projects, Portfolios), click Edit columns. Edit the columns: Reorder or remove columns using the ellipses that appears when you hover over an existing column name, and click Apply. Or...
Configure a Personal Chart
Configure a Personal Chart Click Show Chart at the top of a view's page. Click the ellipses next to an existing system chart you would like to use as the basis for your personal chart, choose Save As in the menu, fill in the fiel...
Configure Request Template & Project Template Settings
Configure Templates Overview Forms & Templates Access BrightWork 365 Templates Templates can be accessed by clicking into Admin Area > Templates  and then clicking on a specific template. Template Conf...
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. ...