Popular Articles

  1. Product Licenses and Installation Notes

    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. To contact BrightWork Support use the Contact Us link a...
  2. Release Notes

    September 2022 (v1.5) New BrightWork 365 Features and Updates Enhancements to Status Reporting (Projects, Programs, Portfolios) Several enhancements have been made to status reporting for Projects , Programs , and Portfolios : In proje...
  3. BrightWork User Management

    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. Indi...
  4. 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 ...
  5. BrightWork 365 Project Templates

    All Templates See our project template-related best practice webinar for additional information. Only templates that are linked with a Content Template will be prepopulated with project data. User entered dates will be saved a...
  6. Task Management

    Create a New Task Click into the Gantt tab within a project. You can add a new task in a couple of ways: In the Gantt menu click + Add. Or, Right-click near an existing task and click + Add and choose from the available options. ...
  7. Import a BrightWork Custom Solution

    Import a Custom Solution Supplied by BrightWork Navigate to the Solutions folder in the BrightWork 365 install environment using the link https://make.powerapps.com .  Click Import. Select the solution ZIP file supplied by BrightWork ...
  8. Request Approval Stages

    Out of the box BrightWork 365 supports four request approval stages. The stages relate to the number of approval reviews (0, 1, 2, or 3) a project request will need to pass through before a project gets created. Project Request - 0 Stage No a...
  9. 3D Key Principles

    BrightWork Start - The 3D Key Principles Design -  using collaborative project management best practices Deliver -  starting with configurable templates Deploy -  with on demand and as needed training Design...
  10. BrightWork Customer Success Training Syllabus

    This role-based training content is used by our BrightWork Customer Success Partners as part of BrightWork 365 Service Offerings . This sample content can be adjusted by the BrightWork Champion along with the Customer Success Partner to ensure pr...