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2025-1 Project Management Context Not having a standard way to plan and manage projects is a common challenge among project managers. This is why adopting a configurable template approach from project selection to project close is c...
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Created On: 03/08/2024
in Customization Customization
Introduction If your organization is still creating projects using an older or non-standard project form, we encourage you to work with your Customer Success Partner to plan the move to the corresponding new project form, along with any customiza...
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Introduction BrightWork Customer Success Partners work alongside customers to deploy BrightWork 365 using a structured rollout plan, with flexible options of 30, 60, or 90 day Start deployments. Initial deployments are accelerated by using suff...
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Created On: 02/12/2024
in Administration
In order to determine BrightWork 365 app activity for a given user, follow the steps in one of the methods documented below.
Access Auditing is forward tracking only.
Method 1 - Classic UI
Navigate to https://...
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Created On: 02/12/2024
in Administration There are a number of options available to enable 3rd party access to BrightWork 365 content. Determining which of the below might be the most appropriate would likely be for a conversation with your IT admin and depend on the project or 3rd party...
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Created On: 12/21/2023
in Portfolios
Project Calendar Views
To display a calendar view of all projects based on their Current Start & Current Finish dates:
Click Projects on the main nav.
Towards the top-left of the screen, click Show As > Calendar .
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Created On: 12/14/2023
in Projects
2025-1 & 2024-2
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Project Management Context
To enable project schedules to accurately reflect an organization's work practices, and to provide additional flexible schedulin...
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Do's Thorough Planning Do: Invest time in comprehensive planning before the deployment. Understand the specific needs and requirements of your organization. Do: Consider user roles, project structures, and data governance to ensure the ...