The June release is available! See Release Notes for details.

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BrightWork 365

  • Contact Us
  • Home
  • Glossary
  • Requests
    • Project Request Approval Process
    • Request Form Details
    • BrightWork 365 Requests App
    • Approvals in Microsoft Teams
  • Projects
    • BrightWork 365 Starter Project Templates
    • Create Projects
    • Project Stage Approval Process
    • Approvals in Microsoft Teams
    • Task Management
    • Import Project Gantt Tasks
    • Project Status Reporting
    • Actions
    • Costs & Budgets
    • Communications
    • Contacts
    • Accounts
    • Audit History
    • Archive or Delete a Project
  • Portfolios
    • Portfolios
    • Programs
    • Portfolio & Program Status Reporting
    • Portfolio & Program Actions
    • Portfolio & Program Costs and Budgets
    • Portfolio & Program Communications
    • Project Documents Dashboard - Power BI
    • Work Allocation Reports
    • Resource Utilization - Power BI Reports
  • Getting Started
    • Onboarding Training
      • Level 1: BrightWork 365 Basic Orientation
        • What is BrightWork 365?
        • BrightWork 365 Structure
        • Technologies Used
        • Navigating BrightWork 365
        • Starter Project Templates
        • What is a BrightWork Customer Success Partner?
        • Pricing and FAQs
      • Level 2: Role Based Training Guides
        • Training Introduction
        • Sample Training Syllabus
        • BrightWork Champion
        • Project Requester
        • Project Manager
        • Team Member
        • Senior Executive
        • System Administrator
        • Business User Extended Training
    • 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
        • [Click for Prior Release Videos]
          • September 2022 (v1.5)
            •  Extended Demo
            •  Submit a Project Request
            •  Receiver Review of a Request
            •  Approver Review & Project Creation
      • Projects
        •  Create Projects Without a Request
        •  Project Stage Approval Process
        •  Task Management
        •  Actions
        •  Costs
        •  Communications
        •  Work Reports
        •  Status Reporting
        •  Archive Projects
        •  Under a Minute: Create a Task
        •  Under a Minute: Add a Document
        •  Under a Minute: My Work
        •  Under a Minute: Audit History
        • [Click for Prior Release Videos]
          • September 2022 (v1.5)
            •  About BrightWork 365 Templates
            •  New Product Introduction Template
            •  Product Update Template
      • Portfolios
        •  Portfolios
        •  Programs
        •  Status Reporting
        •  Under a Minute: Create a Program
      • Interface
        •  Microsoft Teams
        •  Microsoft Excel
        •  Power Apps Views & Charts
        •  Power BI Dashboard Reports
        •  Under a Minute: Project Documents Power BI Report
      • Configuration
        •  Overview of Configuration Options
        •  Request and Project Templates
        •  Under a Minute: Configure a Personal Chart
        •  Edit Choices in a Managed Solution
        • [Click for Prior Release Videos]
          • September 2022 (v1.5)
            •  Configure Templates
      • Administration
        •  User Management
        •  BrightWork Security Roles Details
      • Webinars
        •  New Release | Create a Centralized PPM Solution [Jun 2023]
        •  Best Practices for Deploying a PPM Solution on Microsoft 365 [May 2023]
        •  Control the Project Lifecycle [Apr 2023]
        •  Start the Right Projects At the Right Time [Mar 2023)
        •  New Release | Standardize Project Management Processes with Templates [Feb 2023]
        •  Manage Costs & Budgets [Jan 2023]
        •  Configuring BrightWork 365 [Dec 2022]
        •  Project & Portfolio Status Reporting [Nov 2022]
        •  New Release | Project and Program Management [Sep 2022]
        •  Project Task Management [Aug 2022]
        •  Project Management Best Practices [Jul 2022]
        •  Control Programs and Portfolios [May 2022]
  • Customer Success
    • What is a BrightWork Customer Success Partner?
    • BrightWork 365 Solution Services
    • 3D Deployment Process Overview
    • 3D Deployment Process Deep Dive
    • Customer Success Training Syllabus
    • Add a BrightWork Customer Success Local User
  • Interface
    • Document Management
    • Views & Charts
    • Power Apps Dashboard Interface
    • Power BI Dashboard Interface
    • Microsoft Teams
    • Microsoft Excel
    • Microsoft OneNote
    • Search
  • Customization
    • Configuration
      • Configure User Security Roles
      • Configure Personal Options
      • Configure a Personal View
      • Configure Personal Charts
      • Configure Form, Request & Project Templates
      • Create a Content Template
      • Bulk Copy Data Between Columns
      • Edit Choices in a Managed Solution
      • Configure Default Template Approval Labels
    • Customization
      • Read First: Customization Notes
      • Add a New Form Tab
      • Add a New Form Section
      • Customize Tables
      • Customize Site Maps
      • Add a Custom Logo
      • Customize Power BI Dashboards
      • Customize Other Elements
      • Add a Choice Column Using a Table Lookup
      • Using Power Automate to Set the Value of a Lookup Column
      • Copy Data from Custom Request Columns to Custom Project Columns
  • Administration
    • Find Your BrightWork 365 Version Number
    • Pre-Install Power Platform Environment Instructions
    • Product Licenses | BrightWork 365 Installation
    • Post Installation Verification Checklist
    • Upgrading BrightWork 365
    • Post Upgrade Verification Checklist
    • Custom BrightWork Forms and App Upgrades
    • Import a BrightWork Custom Solution
    • BrightWork User Management
    • BrightWork Security Roles Details
    • Add an External Guest User
    • Microsoft Teams Admin Guide
    • Managing the SharePoint Throttling Limit
    • Add BrightWork Tables to Dynamics 365 App for Outlook
    • Telemetry Data
    • Environment Backups
    • Uninstall BrightWork 365
  • Release Notes
    • Full PDF Download
    • Home
    • Getting Started
    • Training Videos

    Configuration

    [Click for Prior Release Videos]

    Articles

     Overview of Configuration Options
     Request and Project Templates
    Your browser does not support HTML5 video. ...
     Under a Minute: Configure a Personal Chart
     Edit Choices in a Managed Solution
    Your browser does not support HTML5 video. ...
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