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- Frequently Asked Questions
- Project Security & Access
- BrightWork 365 Starter Project Templates
- Create Projects
- Delete Projects
- Project Stage Approval Process
- Approvals in Microsoft Teams
- Gantt Chart & Task Management
- Import Project Gantt Tasks
- Global Settings
- Non-Working Days
- Project Status Reporting
- Project Risks
- Project Issues
- Actions
- Costs & Budgets
- Communications
- Contacts
- Accounts
- Audit History
- Projects - Videos
- Projects - Training Exercises
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- Frequently Asked Questions
- Portfolio Security & Access
- Portfolios
- Programs
- Power Apps Dashboards Overview
- Portfolio & Program Status Reporting
- Portfolio & Program Risks
- Portfolio & Program Issues
- Portfolio & Program Actions
- Portfolio & Program Costs and Budgets
- Portfolio & Program Communications
- Calendar Views
- Work Allocation Reports
- Power BI Dashboards Overview
- Resource Utilization - Power BI
- Project Documents Dashboard - Power BI
- Portfolios - Videos
- Portfolios - Training Exercises
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- Configure User Security Roles
- Configure Personalization Settings
- Configure a Personal View
- Configure Personal Charts
- Configure Form, Request & Project Templates
- Form Configurator
- Form Configurator - Best Practices
- Content Templates
- Bulk Copy Data Between Columns
- Edit Choices in a Managed Solution
- Configure Default Template Approval Labels
- Add a Deactivated Project Filter to a Power BI Report
- Configuration Videos
- Configuration - Training Exercises
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- Read First: Customization Notes
- Catalog of Customizations
- Benefits of Moving to Current Project Forms
- Add a New Form Tab
- Add a New Form Section
- Add a Column to a Form
- Customize Tables
- Customize Site Maps
- Add a Custom Logo
- Customize Power BI Dashboards
- Customize Other Components
- Using Power Automate to Set the Value of a Lookup Column
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- FAQs & Troubleshooting
- Find Your BrightWork 365 Version Number
- Pre-Install Power Platform Environment Instructions
- Installing BrightWork 365 & License Notes
- Using BrightWork 365 as an App
- Post Install Verification Checklist
- Upgrading BrightWork 365
- Post Upgrade Verification Checklist
- Import a BrightWork Custom Solution
- Custom BrightWork Forms and App Upgrades
- Configure Environment Currency
- Managing the SharePoint Throttling Limit
- User Management
- Security Role Details
- Restore Deleted Projects
- 3rd Party Access to BrightWork 365
- Add an External Guest User
- User Activity Audit
- Microsoft Teams Admin Guide
- Add BrightWork Tables to Dynamics 365 App for Outlook
- Telemetry Data
- Environment Backups
- Uninstall BrightWork 365
- Administration Videos
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Getting Started
In this Getting Started section you'll find helpful resources for BrightWork 365 orientation, quick start guides, and a variety of training videos organized by topic.
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Knowledge Base Tour Video
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BrightWork 365 Demo Video
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