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  1. BrightWork 365 Install & License Notes

    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 successful ins...
  2. Release Notes

    Installation and upgrade information can be found in the Knowledge Base Administration category. MARCH 2024 (v1.9.2) This release incorporates prior releases and adds bug fixes to address the following: Gantt: Project Setting...
  3. 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. I...
  4. 3D Deployment Process Deep Dive

    Introduction Pre-Handover Call Activity Your BrightWork Representative will schedule your deployment kickoff call and the handover to your BrightWork Customer Success Partner . Prior to the kickoff call, please ask your Microsoft 365 Admin...
  5. Security Roles Details

          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 Br...
  6. Pre-Install Power Platform Environment Instructions

    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 . For additional ...
  7. Import Project Gantt Tasks

    2024-03 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...
  8. What is BrightWork 365?

    Built on Microsoft 365 and Microsoft Power Platform, BrightWork 365 is a flexible, complete project and portfolio management solution.
  9. Microsoft Teams Admin Guide

    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...
  10. Task Management

    2024-03 Overview Demo Extra Features Project Management Introduction Planning a project prior to completing the build out of tasks in the Gantt will pay dividends throughout the full duration of t...