Interface

Overview 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 libr...

Deleting a row of data from any View cannot be undone. System Views The various BrightWork 365 site map sections such as Requests, Projects, and Portfolios, each come with their own set of out of the box system views, in addition to any cust...

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...

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, and at least Viewer permission for the relevant Power BI Workspace. Specific ...

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 each Project can have its own Microsoft Team...

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...

In addition to the standard note that can be added to a project in the Communications tab, you also have the option to create Microsoft OneNote notes that are saved as part of a OneNote notebook associated with a project. To access the OneNote not...

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. ...