Interface
Articles
Document Management
2025-2 This article is for Projects, Programs, and Portfolios created in BrightWork 365 version 2025-2 and later. For all other solution versions, see the older article version tabs at the top of this article.
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Views & Charts
2025-2
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 ...
Microsoft Teams
2025-2
This article is for Projects, Programs, and Portfolios created in BrightWork 365 version 2025-2 and later. For all other solution versions, see the older article version tabs at the top of this article.
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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.
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Microsoft OneNote
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 th...
Search
The Search function in BrightWork 365 is used to filter a data source by finding records that contain a specified text string within one or more designated columns. It is case-insensitive and returns a table of matching records.
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Printing
This article explains an option to print content from within the BrightWork 365 solution. The provided scenario is for printing status reports, but the instructions can be used for other solution areas such as the Charter tab of projects (result...