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Last Updated: 03/11/2025
in Administration
See also Pre-Install Power Platform Environment Instructions .
Prior to installing or upgrading BrightWork 365 please contact BrightWork Support to schedule a technical consultation to ensure all prerequisites are in place for a succes...
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Last Updated: 02/25/2025
Installation and upgrade information can be found in the Knowledge Base Administration category.
2025-1 Projects To learn more about how to manage Projects, click here . Flexible Calendaring In this release we ...
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Last Updated: 04/07/2025
in Administration
2025-1 & 2024-2
Definitions
Security: Methods for protecting the system as a whole and the data housed within the system. Security is cumulative.
User Security: Defines user access to Tables...
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Last Updated: 05/12/2025
in Administration
2025-1 & 2024-2
BrightWork 365 provides multiple security roles to choose from, each with a different purpose. The roles noted below are grouped by how they are used in the solution. For more granular security role details ...
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Last Updated: 02/13/2025
in Administration
We strongly recommend working alongside the BrightWork Support team to initiate the pre-install process, as this will ensure proper procedures are followed; this service is included as part of the BrightWork 365 Start Service . Customer...
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Introduction Introduction Summary Audio Download audio Pre-Handover Call Activity Your BrightWork Representative will schedule your deployment kickoff call and the handover to your BrightWork Customer Success Partner . Prior to t...
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Last Updated: 02/25/2025
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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Last Updated: 04/24/2025
in Projects
2025-1
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Project Management Context
Planning a project prior to completing the build out of tasks in the Gantt will pay dividends throughout the full duration of...
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Last Updated: 03/22/2024
in Administration
Create a Microsoft Team for a BrightWork 365 Program Before creating a Microsoft Team for a BrightWork 365 program, check if one has already been created and assigned to the program: In the Portfolios > Program section of the Site Map, click i...
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Built on Microsoft 365 and Microsoft Power Platform, BrightWork 365 is a flexible, complete project and portfolio management solution.