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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 par...
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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
Project Management Context
To enable project schedules to accurately reflect an organization's work practices, and to provide additional flexible scheduling options, users with the BrightWork PMO Manager security role or System Adminis...
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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 ...
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Created On: 12/12/2023
in Portfolios
Project Management Context To enable project Gantt schedules to accurately reflect the organization's work practices, users with the BrightWork PMO Manager or System Administrator security role have the ability to set and update global calend...
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Created On: 10/18/2023
in Administration
The BrightWork 365 app can be added as a desktop app via tools included with the Microsoft Edge and Google Chrome browsers. Microsoft Edge Open your BrightWork 365 application using Microsoft Edge and select the ellipsis on the top right of the...
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Created On: 10/17/2023
in Customization Configuration
Project Management Context The Form Configurator tool provides users with the BrightWork PMO Manager or BrightWork Template Editor security role the ability to hide or show Project Template Form Tabs, Sections, and Columns with point and clic...
