-
Last Updated: 10/16/2023
in Administration 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 successful installation. Requirements for the Installation User The ...
-
Last Updated: 10/31/2023
Installation and upgrade information can be found in the Knowledge Base Administration category. September 2023 (v1.8) Your browser does not support HTML5 video. Projects To learn more about how to manage Projects, click here . ...
-
Last Updated: 11/29/2023
in Administration 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, Columns, Rows, etc., in the Power Platform Dataverse...
-
Last Updated: 08/04/2023
in Customer Success Introduction Introductory Call Agenda Introductions Review the meeting agenda and objectives Review Desired Outcomes and Value Expected Introduction to the Project Management Success Strategy Review the BrightWork 3D Deployment Process M...
-
Last Updated: 09/26/2023
in Projects 2023-09 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 likely to be a practical lower limit bas...
-
Last Updated: 08/28/2023
in Administration 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 see the spreadsheet BrightWork 36...
-
Built on Microsoft 365 and Microsoft Power Platform, BrightWork 365 is a flexible, complete project and portfolio management solution.
-
Last Updated: 11/06/2023
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 product purchase. Create Three Power Platform I...
-
Last Updated: 11/01/2022
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, c...
-
Last Updated: 11/20/2023
in Interface This article is for BrightWork 365 Release February 2023 (v1.6) and newer. Overview Documents in BrightWork 365 are stored in your SharePoint Online site. During the installation of BrightWork 365 the SharePoint site and accompanying doc...