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Created on: 06/09/2022
in Requests
Approver Review and Project Creation After the project request has been accepted by the Receiver, the Receiver will complete filling in the remaining Project Details fields, including the Approvers field; the Approvers field doe...
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Created on: 06/01/2022
in Interface
BrightWork 365 Power BI Reports In order to use BrightWork 365 Power BI Reports, users must have a Microsoft Power BI Pro license or E5/G5 plan (which includes PBI), and at least Viewer permission for the rel...
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Created on: 05/27/2022
in Portfolios
Programs Introduction A Program is the first child level of a Portfolio. It allows users to group related projects together in order to manage and report on them in a coordinated way. Creating Programs Click i...
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Created on: 05/27/2022
in Portfolios
Portfolios Introduction Portfolios are the highest parent level within the BrightWork 365 hierarchy. Portfolios consist of child programs and all the projects within their respective programs. Your BrightWork 365 e...
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Created on: 05/27/2022
in Administration Create a Microsoft Team for a BrightWork 365 Program Before creating a Microsoft Team for a BrightWork 365 program check if one has already been created and assigned to the program: In the Portfolios Area > Program section, click in the ...
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Created on: 05/24/2022
in Administration BrightWork 365 provides multiple security roles to choose from, each with different purposes. The roles noted below are grouped by how they are used in the solution. For more granular security role details see the spreadsheet BrightWork 365 Securit...
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Created on: 05/23/2022
in Projects
The Gantt section of a project is the main area for task management
Create a New Task Click into the Gantt tab within a project. You can add a new task in a couple of ways: In the Gantt menu click +...
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Created on: 05/07/2022
in Interface The Dashboards section of the Reports area contains multiple Power Apps reports, each with many views of their own for further drilling down into details. The first series of chart category to display will be whichever was set as the default. ...
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Created on: 05/04/2022
in Portfolios The BrightWork 365 Costs section of portfolios and programs provides a method for rolling up project budgeted and actual costs. Portfolio & Program Level Cost Tracking To enter the Costs section, click on the Costs tab of a portfolio or progra...