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Created On: 03/30/2022
in Portfolios
2025-1 & 2024-2
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Project Management Context
In order to mitigate any potential lack of visibility and communication leading to challenges for project team member...
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Created On: 03/04/2022
in Projects
2025-1 & 2024-2
Located in the Admin Area > People section of the app, the Contacts feature provides a location to store information about people external to your organization such as vendors and contractors. These contacts can also...
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Created On: 03/04/2022
in Projects
Located in the Admin Area > People section of the app, the Accounts feature provides a location to store information about external organizations such as vendors and contractors. This data can be used in other areas of BrightWork 365 including a...
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Created On: 03/01/2022
in Projects
2025-1 & 2024-2
Project Management Context
The BrightWork 365 Communications tab provides a comprehensive method for capturing various communication related activities at the project, program, or...
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Created On: 03/01/2022
in Projects
2025-1 & 2024-2
Project Management Context Not all activity in a project rises to the level of a planned Gantt task. There is a lot of other work that needs to get done outside of the Gantt tab, all of which can be cat...
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Created On: 03/01/2022
in Projects
2025-1 & 2024-2
Your browser does not support HTML5 video. The BrightWork 365 Costs tab provides a comprehensive method for capturing and tracking budgets and costs at the project and individual cost item levels. When a...
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Created On: 02/07/2022
in Customization Customization This article is for BrightWork 365 Release February 2023 (v1.6) and newer. When using Power Automate to set the value of a Lookup column in an unmanaged solution, you must wrap the value in a lookup table plural value (classic name for this is...
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Created On: 01/27/2022
in Customization Configuration This article is for BrightWork 365 Release February 2023 (v1.6) and newer. In the area of interest (e.g., Requests, Projects) choose to Create a personal view. In the personal view configuration screen click Edit Columns. Choose the re...