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Last Updated: 03/25/2022
in Customization Configuration Configure Templates Overview Forms & Templates Access BrightWork 365 Templates Templates can be accessed by clicking into Admin Area | Templates and then selecting a template name. Template Configuration...
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Last Updated: 04/18/2022
in Deployment 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...
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The high-level structure of BrightWork 365 consists of the areas Requests, Projects, and Portfolios.
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This article will help you understand the main navigation elements of the BrightWork 365 interface.
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Last Updated: 03/24/2022
in Projects Request Process Overview Create Projects Without a Request Project titles must be unique, have a maximum of 50 characters, and should not contain any special characters including < > : * ? | Method 1: Create ...
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Last Updated: 05/27/2022
in Interface
With Microsoft Teams integration, BrightWork 365 provides powerful options for staying connected and keeping your projects organized. Each BrightWork 365 Program can have its own Microsoft Team, and each Pro...
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Last Updated: 06/02/2022
in Interface Deleting a row of data from any View cannot be undone. System Views The various BrightWork 365 areas, such as Requests, Projects, and Portfolio areas, each come with their own set of out of the box system views, in addition to any custom per...
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Last Updated: 04/18/2022
in Deployment BrightWork 365 Start Service The BrightWork 365 Start Service combines our best-practice templates with a proven 3D Deployment approach (Design, Deliver, Deploy) to accelerate the deployment of project and portfolio management in your or...
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Last Updated: 04/18/2022
in Interface Documents in BrightWork 365 are stored in your SharePoint Online site. During the installation of BrightWork 365 the SharePoint site and accompanying document library were created for the environment. A folder in this document library will...
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Last Updated: 04/04/2022
in Deployment 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...