New Articles

  1. Post Upgrade Verification Checklist

    Created On: 01/19/2022 in Administration
    It is a recommended best practice to run a set of tests to verify that an upgrade has completed successfully in your environment. This article outlines some initial tests that can be performed to assist with this verification. You can also choose ...

  2. Post Install Verification Checklist

    Created On: 01/05/2022 in Administration
    It is a recommended best practice to run through a series of tests to verify that an installation has completed successfully in your environment. This article outlines some initial tests that can be performed to assist with this verificati...

  3. Customize Site Maps

    Created On: 12/30/2021 in Customization Customization
    This article is for BrightWork 365 Release February 2023 (v1.6) and newer. Be sure to first read the Customization Notes article. Site Maps The purpose of a Site Map is to define the navigation for a Power Platform app such as BrightWork ...

  4. Customize Tables

    Created On: 12/23/2021 in Customization Customization
    This article is for BrightWork 365 Release February 2023 (v1.6) and newer. Be sure to first read the Customization Notes article. Tables Tables are where BrightWork 365 data is stored. Tables have a list of ‘sub-components’: Columns: It i...

  5. Customize Other Components

    Created On: 12/23/2021 in Customization Customization
    This article is for BrightWork 365 Release February 2023 (v1.6) and newer. Be sure to first read the Customization Notes article. System Charts Charts let you see table data in a visual manner.  To create a system chart, rather than modi...

  6. Configure Personal Charts

    Created On: 12/10/2021 in Customization Configuration
    This article is for BrightWork 365 Release February 2023 (v1.6) and newer. Configure a Personal Chart Click Show Chart at the top of a view's page. Click the ellipses next to an existing system chart you would like to use as the basi...

  7. Configure a Personal View

    Created On: 12/10/2021 in Customization Configuration
    This article is for BrightWork 365 Release February 2023 (v1.6) and newer. Within a view in the section of interest (e.g., Requests, Projects, Portfolios), click Edit columns . Edit the columns: Reorder or remove columns using the ellips...

  8. User Management

    Created On: 12/02/2021 in Getting Started Categorized Training Videos Administration

  9. Status Reporting

    Created On: 12/02/2021 in Getting Started Categorized Training Videos Projects
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  10. Task Management

    Created On: 12/02/2021 in Getting Started Categorized Training Videos Projects
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