Popular Articles

  1. Product Licenses, Installation & Upgrades

    If you have product installation questions, please contact Support using the Contact Us link at the top of the Knowledge Base, or send an email to support365@brightwork.com . Installation Instructions After reviewing the license and role rela...
  2. BrightWork User Management

    Definitions Security: Methods for protecting the system as a whole and the data housed within the system. Security is cumulative.  User S...
  3. BrightWork 365 Project Templates

    All Templates Also see our project template related best practice webinar . Only templates that were created from a Content Template will be prepopulated with project data. User entered dates will be saved as time zone independ...
  4. Technologies Used

    BrightWork 365 ties together several solutions, including those in your instance of Microsoft 365, allowing you to fully leverage your investment in this powerful platform.
  5. 3D Deployment Process Deep Dive

    Introduction Introductory Call Agenda Introductions. Review the meeting agenda and objectives. Summarize the needs and the solution proposed. Go over the BrightWork 3D deployment process. Start the Design stage (optional). Introduce the ...
  6. Request a Project

    The project management lifecycle will typically begin in the BrightWork 365 Requests area, where a Requestor submits an idea for a new project along with details needed for an approval decision. Through workflows, notifications and reports, ...
  7. What is BrightWork 365?

    Built on Microsoft 365 and Microsoft Power Platform, BrightWork 365 is a flexible, complete project and portfolio management solution.
  8. Sample Training Syllabus

    This role-based training content is used by our Customer Success Partners as part of the BrightWork 365 Service Offerings . This sample content can be adjusted by the BrightWork Champion and the BrightWork Customer Success Partner to ensure prope...
  9. Request Approval Stages

    BrightWork 365 supports four request approval levels. The levels relate to the number of approval stages a project request will go through before project creation. Project Request - 0 Stage No approval stages: The project is created without a...
  10. Read First: Customization Recommendations

    Introduction to Solution Customization Solution customization primarily refers to any change to a solution object that can be moved within a custom solution to another Power Platform environment. While there are many customization options available...