Popular Articles

  1. Costs & Budgets

    2025-1 & 2024-2     Your browser does not support HTML5 video. The BrightWork 365 Costs tab provides a comprehensive method for capturing and tracking budgets and costs at the project and individual cost item levels. When a...
  2. Read First: Customization Notes

    This article is for BrightWork 365 Release February 2023 (v1.6) and newer. Beginning with release September 2023 (v1.8) BrightWork 365 also includes the Form Configurator for an easier and preferred method for hiding/unhiding Project Template...
  3. Edit Choices in a Managed Solution

    This article is for BrightWork 365 Release February 2023 (v1.6) and newer. The System Customizer or System Administrator security role is required in the relevant environment to edit choices. If you currently have a custom solution, and a fl...
  4.  Power BI Dashboard Reports

  5. Project Manager

    Who Is This Guide For? This guide is primarily aimed at Project Managers who will be using BrightWork 365 to manage projects. However, this guide will also be useful for any member of the organization who will be using BrightWork 365 extensivel...
  6.  Video: Gantt Chart & Task Management

    Your browser does not support HTML5 video. Your browser does not support HTML5 video. ...
  7. Uninstall BrightWork 365

    Removing a Solution or an Environment deletes all the associated data. This should be done with extreme caution. You need to be a Power Platform Administrator to carry out these steps. You have two options to remove BrightWork 365 from you...
  8. BrightWork 365 Start Plans

    Introduction BrightWork Customer Success Partners work alongside customers to deploy BrightWork 365 using a structured rollout plan, with flexible options of 30, 60, or 90 day Start deployments. Initial deployments are accelerated by using suff...
  9. Accounts

    Located in the Admin Area > People section of the app, the Accounts feature provides a location to store information about external organizations such as vendors and contractors. This data can be used in other areas of BrightWork 365 including a...
  10. Configure Personalization Settings

    2025-1 & 2024-2 To configure Personalization Settings such as time zone, and formats for number, currency, time and date: Select the Settings gear at the top of the BrightWork 365 app. Select  Personalization Settings...