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Created On: 12/12/2022
in Customization Configuration
2024-2
Users will need the BrightWork Template Editor security role to access the Templates Area to configure templates.
BrightWork 365 Form Templates
Form Templates can be accessed by clicking into ...
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Created On: 12/05/2022
in Interface
This article is for BrightWork 365 Release February 2023 (v1.6) and newer. In addition to the standard note that can be added to a project in the Communications tab, you also have the option to create Microsoft OneNote notes that are saved as p...
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Created On: 11/30/2022
in Requests
This article is for BrightWork 365 Release Sep 2023 (v1.8) and newer.
Project Management Context Projects may start with a decent idea, but that doesn’t guarantee their success. Starting the wrong project at the ...
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Created On: 11/23/2022
in Customization Configuration
2024-2 To configure Personalization Settings such as time zone, and formats for number, currency, time and date: Select the Settings gear at the top of the BrightWork 365 app. Select Personalization Settings . Personal Time Zone Th...
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In order to collaboratively work on customizations together with BrightWork, you will need to add a BrightWork Customer Success local user to your Microsoft 365 tenant and Power Platform development environment: Navigate to the Microsoft 365 Ad...
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Created On: 09/20/2022
in Administration
2024-2
Option 1 Go to Admin Area > Global Settings > Global Setting > Version tab > Version Number.
Option 2
Go to make.powerapps.com and select the environment that contains the BrightWork 365 solution.
Click on ...
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Created On: 09/16/2022
Installation and upgrade information can be found in the Knowledge Base Administration category.
A new BrightWork 365 version numbering system (Year-Release Number) has been implemented beginning with version 2024-2.
2...
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Created On: 09/02/2022
in Portfolios
2024-2
Project Management Context
Status reporting is an extremely efficient method for keeping multiple stakeholders informed about how portfolios and programs are progressing. Crucial information such as overall ...
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Created On: 06/01/2022
in Portfolios
2024-2
Project Management Context
Project teams are generating more data than ever. In order to achieve success, project managers need to compile all of this information int...