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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...
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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 extensivel...
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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...
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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...
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Created On: 02/17/2023
in Requests
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 c...
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Created On: 02/17/2023
in Requests 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...
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Created On: 02/15/2023
in Projects
2025-1 & 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 ...
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Created On: 02/07/2023
in Projects
2025-1 & 2024-2
Project Management Context
Most projects benefit greatly from having a control process in place to move them along from one stage to the next while they are in execution. Without any form...
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Created On: 01/30/2023
in Projects
2025-1
Project Management Context
Users have the option to create a special type of template from an existing project that will inclu...
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A BrightWork Customer Success Partner is not just a team member; they are your dedicated partner in achieving project management success. With their extensive knowledge of project management processes, best practices, and templates that harness ...