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Created on: 10/14/2021
in System Admin If you have product installation questions, please contact Support using the Contact Us link at the top of the Knowledge Base or send an email to support365@brightwork.com . BrightWork 365 Install Guide.pdf (mobile view) ...
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Created on: 10/02/2021
in Projects When it is no longer necessary for a project to be in Active status, for example because it is deferred or closed, it can easily be archived. While in a project record click Deactivate . Click Deactivate to confirm the deactivation r...
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Access BrightWork 365 Templates Templates can be accessed by clicking into Admin Area | Templates and then selecting a template name. Template Configuration Any configuration changes you make to templates will immediately be reflected ...
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Created on: 09/21/2021
in Portfolios BrightWork 365 Dashboard with Power BI In order to use the BrightWork 365 Dashboard users must have at least Viewer permission for the relevant Power BI workspace. Together BrightWork 365 and t he Power BI business analytics tool provide ...
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Created on: 09/21/2021
in Portfolios Programs Introduction A Program is the first-level child of a Portfolio. It allows the user to group related projects together in order to manage and report on them in a coordinated way. Creating Programs Click into the Programs page and then ...
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Created on: 09/12/2021
in Configuration Power BI Reports The Power BI business analytics tool provides exceptional data visualization functionality for Power Apps and BrightWork 365 users. To use out of the box BrightWork 365 reports as well as any additional reports your organizatio...
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Created on: 09/10/2021
in Configuration Introduction to Component Configuration While there are many configuration options available within a Microsoft 365 Power Platform environment, there are guidelines and best practices that are recommended when working with a managed solution such a...
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Created on: 09/05/2021
in System Admin Add a User Add the User to Microsoft 365 through the Microsoft 365 Admin Center. Provide the User with an active Microsoft 365 license. Confirm the User is Enabled in Azure Active Directory. Login to the Power Platform Admin Center and click th...
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Only users with the PMO Manager or Template Editor security role can create templates. Create a Project Template from Scratch Use the Area Switcher at the bottom of the screen to switch into the Admin Area , and then click into Templa...
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Created on: 08/27/2021
in Requests BrightWork 365 supports four request approval levels. The levels relate to the number of approval stages a project request will go through before project creation. Project Request - 0 Stage No approval stages: The project is created without ...