Popular Articles

  1. Costs & Budgets

    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.  ...
  2. Project Stage Approval Process

    2024-2 Project Management Context Most projects benefit greatly from having a control process in place to move them along from one stage to the next while they are in execution. Without any form of control...
  3. 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...
  4.  Task Management

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  5. 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...
  6. 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...
  7. 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...
  8.  Create Projects Without a Request

  9. Configure Personalization Settings

    2024-2 To configure Personal Options such as time zone, and the formats for number, currency, time and date, click the Settings gear in the top right area of the BrightWork 365 app and choose  Personalization Settings . ...
  10.  Administration Videos