-
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 whi...
-
-
Last Updated: 12/12/2024
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: 12/12/2024
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: 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: 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: 03/11/2024
in Customization Customization Introduction If your organization is still creating projects using an older project form, we encourage you to work with your Customer Success Partner to plan the move to the corresponding new project form, along with any customizations you may have...
-
Last Updated: 02/14/2025
in Portfolios
This article is for BrightWork 365 Release 2024-2 and newer.
Project Management Context Organizations do not always want to have entirely open access to their portfolio of projects, but rather need to take a more granular approach to...
-
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...
-
Last Updated: 11/07/2024
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...