-
Last Updated: 07/09/2025
in Customization Configuration
2025-1 & 2024-2
Project Management Context
The Form Configurator tool provides users with the BrightWork PMO Manager or BrightWork Template Editor security role the ability to hide or show Project Template Form Tabs, Sectio...
-
Last Updated: 01/05/2022
in Administration In order to protect your BrightWork 365 data you will want to ensure your environment is on a backup routine. We recommend checking with your organization's Microsoft 365 Power Platform Administrator to see which local policies and practices are i...
-
Do's Thorough Planning Do: Invest time in comprehensive planning before the deployment. Understand the specific needs and requirements of your organization. Do: Consider user roles, project structures, and data governance to ensure the ...
-
-
Last Updated: 06/03/2025
in Projects
This article is for BrightWork 365 Release 2024-2 and newer.
Project Management Context
Organizations are not always able to have entirely open access to their portfolio of projects, but rather need to take a more granular approach...
-
Last Updated: 07/09/2025
in Portfolios
2025-1 & 2024-2
Project Management Context
The BrightWork 365 Communications tab provides a comprehensive method for capturing various communication related activities at the project, program, or...
-
Last Updated: 07/11/2025
in Projects This article is for BrightWork 365 Release Sep 2023 (v1.8) and newer. Approvals in Microsoft Teams In addition to reviewing and acting on approval requests via the automatically generated approval request emails, you can also do so within Micr...
-
-
Last Updated: 10/15/2024
in Administration It is a recommended best practice to run a set of tests to verify that an upgrade has completed successfully in your environment. This article outlines some initial tests that can be performed to assist with this verification. You can also choose ...
-
Last Updated: 07/09/2025
in Portfolios
2025-1 Your browser does not support HTML5 video. Project Management Context To enable project Gantt schedules to accurately reflect the organization's work practices, users with the BrightWork PMO Manager or System Administrator securi...