New Articles

  1. Configure Form, Request & Project Templates

    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 ...
  2. Microsoft OneNote

    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...
  3. Project Request Approval Process

    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 ...
  4. Configure Personalization Settings

    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...
  5. Add a BrightWork Customer Success Local User

    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...
  6. Find Your BrightWork 365 Version Number

    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 ...
  7. Release Notes

    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...
  8. Portfolio & Program Status Reporting

    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 ...
  9. BrightWork Security Roles Details

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  10. Power BI Dashboards Overview

    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...