New Articles

  1. Upgrading BrightWork 365

    General Info Release Notes See the Release Notes section of this Knowledge Base for content related to new features, enhancements, and bug fixes.  Solution Flows and the Upgrade Installation User BrightWork 365 solution upgrades need t...
  2. Overview of Configuration Options

  3. BrightWork Security Roles Details

    BrightWork 365 provides multiple security roles to choose from, each with a different purpose. 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 ...
  4. Actions

    Actions The Actions tab provides users with the ability to create, edit and view details in relation to an Action, a Resolution, an Approval, and to Notes, to help keep projects on track.  To access Actions, click on the Actions tab w...
  5. Costs

    The BrightWork 365 Costs tab provides a comprehensive method for capturing and tracking budgets and costs at the project and individual cost item levels.  Project Level Cost Tracking To enter the Costs module, click on the Costs tab wit...
  6. Customize Forms

    Be sure to first read the Knowledge Base Customization Recommendations article. Create a Custom Version of a BrightWork 365 Form BrightWork supplies a list of the out of the box forms to import during the initial installation. To create your ...
  7. BrightWork Customer Success Training Syllabus

    This role-based training content is used by our BrightWork Customer Success Partners as part of BrightWork 365 Service Offerings . This sample content can be adjusted by the BrightWork Champion along with the Customer Success Partner to ensure pr...
  8. Configure Request Template & Project Template Settings

    Configure Templates Overview Forms & Templates Access BrightWork 365 Templates Templates can be accessed by clicking into Admin Area > Templates  and then clicking on a specific template. Template Conf...
  9. Product Licenses and Installation Notes

    Prior to installing or upgrading BrightWork 365 please contact BrightWork Support to schedule a technical consultation to ensure all prerequisites are in place for a successful installation. To contact BrightWork Support use the Contact Us link a...
  10. BrightWork User Management

    Definitions Security: Methods for protecting the system as a whole and the data housed within the system. Security is cumulative.  User Security: Defines user access to Tables, Columns, Rows, etc., in the Power Platform Dataverse. Indi...