-
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: 11/07/2024
in Portfolios
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 portfolio level. ...
-
Last Updated: 11/07/2024
in Customization Configuration
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, Sections, and C...
-
Last Updated: 11/07/2024
in Portfolios
2024-2
The Project Documents Power BI Dashboard displays documents from across your projects and includes links for easy access. The report includes documents from:
Project Requests
Project Tasks
Project Issue...
-
Last Updated: 11/07/2024
in Portfolios
2024-2
Project Management Context
Not all activity in a project rises to the level of a planned Gantt task. There is a lot of other work that needs to get done outside of the Gantt tab, all of which...
-
Last Updated: 11/07/2024
in Projects
2024-2
Project Management Context
To enable project schedules to accurately reflect an organization's work practices, and to provide additional flexible scheduling options, users with the BrightWork PMO Manager security role...
-
Last Updated: 09/26/2023
in Customization Configuration This article is for BrightWork 365 Release February 2023 (v1.6) and newer. In the area of interest (e.g., Requests, Projects) choose to Create a personal view. In the personal view configuration screen click Edit Columns. Choose the re...
-
Last Updated: 04/26/2024
in Customization Configuration
Open the report PBIX file in Power BI Desktop and click Transform data to open it in the Query Editor.
Select the Projects table and click the Set...
-
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: 03/08/2024
in Customization Customization This article is for BrightWork 365 Release February 2023 (v1.6) and newer. Be sure to first read the Customization Notes article. Tables Tables are where BrightWork 365 data is stored. Tables have a list of ‘sub-components’: Columns: It i...