Interface

Articles

Document Management
Documents in BrightWork 365 are stored in your SharePoint Online site. During the installation of BrightWork 365 the SharePoint site and accompanying document library were created for the environment. A folder in this document library will...
Views & Charts
Deleting a row of data from any View cannot be undone. System Views The various BrightWork 365 areas, such as Requests, Projects, and Portfolio areas, each come with their own set of out of the box system views, in addition to any custom per...
Power Apps Dashboards
The Dashboards Section The Dashboards  section contains multiple BrightWork 365 Power Apps charts, each with many views of their own for further drilling down into project details. The first series of chart category to display will be whi...
Power BI Dashboards
Intro to BrightWork 365 Power BI Dashboards In order to use BrightWork 365 Power BI Dashboards, users must have a Microsoft  Power BI Pro license or E5/G5 plan (which includes PBI), and at least Viewer permission for the relevant Power...
Microsoft Teams
With Microsoft Teams integration, BrightWork 365 provides powerful options for staying connected and keeping your projects organized. Each BrightWork 365 Program can have its own Microsoft Team, and ea...
Microsoft Excel
View Excel Data in BrightWork 365 When Microsoft Excel is added to Power Apps, Excel becomes a data source. You can view the Excel table data within Power Apps. For more information see this View Excel Data article. Open BrightWork 365 Tab...
Search
Power Apps Search The Power Apps Search function finds records in a table that contain a string in one of their columns. For more information see the Microsoft Search  help article. ...