Customization

This article is for BrightWork 365 Release February 2023 (v1.6) and newer. Beginning with release September 2023 (v1.8) BrightWork 365 also includes the Form Configurator for an easier and preferred method for hiding/unhiding Project Template...

Introduction BrightWork 365 out of the box can satisfy the most critical aspects of project and portfolio management and can be configured to provide the added flexibility your organization may need. To take the solution even further, and t...

Introduction If your organization is still creating projects using an older or non-standard project form, we encourage you to work with your Customer Success Partner to plan the move to the corresponding new project form, along with any customiza...

This article is for BrightWork 365 Release February 2023 (v1.6) and newer. Be sure to first read the Customization Notes article. If you are using BrightWork 365 release September 2023 (v1.8) or newer, also first read  Form Configurator ....

This article is for BrightWork 365 Release February 2023 (v1.6) and newer. Be sure to first read the Customization Notes article. If you are using BrightWork 365 release September 2023 (v1.8) or newer, also first read Form Configurator ....

Be sure to first read the Customization Notes article. If your solution has a custom form and a BrightWork 365 upgrade contains changes to the original out of the box version of that form, the new changes will need to be manually applied to y...

This article is for BrightWork 365 Release February 2023 (v1.6) and newer. Be sure to first read the Customization Notes article. Tables Tables are where BrightWork 365 data is stored. Tables have a list of ‘sub-components’: Columns: It...

This article is for BrightWork 365 Release February 2023 (v1.6) and newer. Be sure to first read the Customization Notes article. Site Maps The purpose of a Site Map is to define the navigation for a Power Platform app such as BrightWork ...

This article is for BrightWork 365 Release February 2023 (v1.6) and newer. Navigate to  https://make.powerapps.com/ . Select the BrightWork 365 environment. Click Apps on the left nav. Click on  BrightWork 36...

Introduction This article is for BrightWork 365 Release February 2023 (v1.6) and newer. To customize BrightWork 365 Power BI reports, the user will need Read access to the tables that they want to report on - BrightWork Project Man...

This article is for BrightWork 365 Release February 2023 (v1.6) and newer. Be sure to first read the Customization Notes article. System Charts Charts let you see table data in a visual manner.  To create a system chart, rather than modi...

This article is for BrightWork 365 Release February 2023 (v1.6) and newer. When using Power Automate to set the value of a Lookup column in an unmanaged solution, you must wrap the value in a lookup table plural value (classic name for this is...