Configuration

Articles

Configure User Security Roles
Configure Personal Options
To configure personal options such as time zone, and the formats for number, currency, time and date, click the settings wheel in the top right area of the BrightWork 365 app and choose Personalization Settings . The personal time zone settin...
Configure a Personal View
This article is for BrightWork 365 Release February 2023 (v1.6) and newer. 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 ellips...
Configure Personal Charts
This article is for BrightWork 365 Release February 2023 (v1.6) and newer. 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 ...
Configure Form, Request & Project Templates
2023-09 Users will need the BrightWork Template Editor security role to access the Templates Area and to configure templates. BrightWork 365 Form Templates Form Templates can be accessed by clicking into Templates Area > Form Templa...
Form Configurator
This article applies to BrightWork 365 release September 2023 (v1.8). Also see article  Form Configurator Best Practices . Introduction The Form Configurator tool provides Template Editors with the ability to hide or show Project ...
Form Configurator Best Practices
This article applies to BrightWork 365 release September 2023 (v1.8). Introduction The Form Configurator tool provides users with the BrightWork PMO Manager or BrightWork Template Editor security role the ability to hide or show Project Template...
Create a Content Template
This article is for BrightWork 365 Release February 2023 (v1.6) and newer. Create a Content Template from an Existing Project Users have the option to create a special type of template from an existing project that will include the conte...
Bulk Copy Data Between Columns
This article is for BrightWork 365 Release February 2023 (v1.6) and newer. 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 re...
Edit Choices in a Managed Solution
This article is for BrightWork 365 Release February 2023 (v1.6) and newer. The System Customizer or System Administrator security role is required in the relevant environment to edit choices. If you currently have a custom solution, and a fl...
Configure Default Template Approval Labels
This article is for BrightWork 365 Release February 2023 (v1.6) and newer. These configuration changes can be done in the BrightWork 365 managed solution. The BrightWork Template Editor security role is required to make these configuration...
 Configuration Videos