New Articles

  1. Business User Extended Training

    Microsoft Power Platform Below you will find links to Microsoft provided training for Power Platform. These are intended for business users, e.g., Project Managers, Marketing, Inside Sales, and Operations staff: Microsoft Power Platform Fund...
  2. System Administrator

    Who is this Guide for? This guide is intended primarily for administrators who will be working on BrightWork 365 installations, upgrades and the overall maintenance of the technologies encompassing the solution; these technologies include BrightW...
  3. Senior Executive

    Who Is This Guide For? This guide is aimed primarily at Senior Executives and Program Managers who need to maintain oversight of work and projects across an entire project portfolio in the organization. In this training guide you'll learn abo...
  4. Team Member

    Who Is This Guide For? This guide is aimed primarily at team members; however, any member of the organization who will be using BrightWork 365 and is new to the Power Platform will also benefit from this guide. Prerequisites We su...
  5. Project Manager

    Who Is This Guide For? This guide is primarily aimed at Project Managers who will be using BrightWork 365 to manage projects. However, this guide will also be useful for any member of the organization who will be using BrightWork 365 extensively....
  6. Project Requester

    Who Is This Guide For? This guide is aimed primarily at members of the organization who will be using BrightWork 365 to submit requests for projects that will be created through the Request process. Prerequisites We recommend first familiariz...
  7. BrightWork Champion

    Who Is This Guide For? This guide is geared to the customer organization's BrightWork Champion, the person responsible for the initial in-app setup of BrightWork 365, including the Program and Portfolio structure, prior to starting the manage...
  8. Request Form Details

    This article is for BrightWork 365 Release Sep 2023 (v1.8) and newer. Request Tabs Request Details The Request Details tab contains fields relevant to moving the request process forward as well as fields that will be copied over to the rela...
  9. Approvals in Microsoft Teams

    This article is for BrightWork 365 Release Sep 2023 (v1.8) and newer. Approvals in Microsoft Teams In addition to reviewing and acting on approval requests via the automatically generated approval request emails, you can also do so within Micr...
  10. Import Project Gantt Tasks

    2024-2 The BrightWork Team Member security role is required to import tasks. There is a technical limit of 1,000 tasks for the Gantt, but in order to have a reasonably responsive Gantt there is likely to b...