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Last Updated: 10/14/2021
in Projects Project Standard Template Overview The Project Standard template provides a semi-structured waterfall process that is useful for a range of business departments to run their projects including sales, marketing, engineering, finance. It is in t...
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Last Updated: 10/13/2021
in Requests 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 an...
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Last Updated: 10/10/2021
in Projects Many organizations will not need a formal request process for all projects, and will therefore allow certain users to create projects directly in the Projects Area. Users with the Project Manager or PMO security role will be able to create projects ...
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Last Updated: 09/29/2021
in System Admin Add a User Add the User to Microsoft 365 through the Microsoft 365 Admin Center. Provide the User with an active Microsoft 365 license. Confirm the User is Enabled in Azure Active Directory. Login to the Power Platform Admin Center and click th...
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Last Updated: 10/13/2021
in Configuration Introduction to Component Configuration While there are many configuration options available within a Microsoft 365 Power Platform environment, there are guidelines and best practices that are recommended when working with a managed solution such a...
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Last Updated: 10/15/2021
in System Admin 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 . BrightWork 365 Install Guide.pdf (mobile view) ...
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Last Updated: 10/08/2021
in Projects The main area for task management operations is the Gantt section of the project record. Task Information Tabs General Task Name: The given name of the task. Duration: The number of days between the Current Start and Current Finish dat...
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Last Updated: 10/08/2021
in Getting StartedBrightWork 365 ties together several solutions, including those in your instance of Microsoft 365, allowing you to fully leverage your investment in this powerful platform.
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Only users with the PMO Manager or Template Editor security role can create templates. Create a Project Template from Scratch Use the Area Switcher at the bottom of the screen to switch into the Admin Area , and then click into Templa...
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Last Updated: 10/13/2021
in Requests 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 ...