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Last Updated: 02/27/2025
in Customization Customization
Introduction If your organization is still creating projects using an older or non-standard 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 customiza...
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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...
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Last Updated: 02/25/2025
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...
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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...
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2025-1 Project Management Context Not having a standard way to plan and manage projects is a common challenge among project managers. This is why adopting a configurable template approach from project selection to project close is c...
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Last Updated: 04/19/2022
in Customization Configuration
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