Popular Articles

  1.  Status Reporting

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  2.  Under a Minute: Configure a Personal Chart

  3.  Canceling In Progress Approvals

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  4. Benefits of Moving to Current Project Forms

    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...
  5.  Portfolios

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  6.  Configuration Options

    Configuration Overview Demo Configuration Extended Demo Your browser does not support HTML5 video. ...
  7. Approvals in Microsoft Teams

    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...
  8. Configure Default Template Approval Labels

    This article is for BrightWork 365 Release February 2023 (v1.6) and newer. These configuration changes can be done in the BrightWork 365 managed solution. The BrightWork Template Editor security role is required to make these configuration...
  9. Business User Extended Training

    Microsoft Power Platform The following links provide extensive training for the Microsoft Power Platform solution and is intended for business users, e.g., Project Managers, Marketing, Inside Sales, and Operations staff: Microsoft Power Platfo...
  10.  Project Stage Approval Process

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