Popular Articles

  1. 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...
  2. 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...
  3. Portfolio Security & Access

    2025-1 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 security and access, while others are fine with users havin...
  4. BrightWork 365 Solution Services

    In addition to the Support service and Project Management Success Review (see agenda below) that are part of the BrightWork 365 subscription, the following solution services are designed to help you get immediate...
  5.  Video: Create Projects without a Request

  6.  Video: Create a Task

    Your browser does not support HTML5 video. ...
  7. Add a BrightWork Customer Success Local User

    In order to collaboratively work on customizations together with BrightWork, you will need to add a BrightWork Customer Success local user to your Microsoft 365 tenant and Power Platform development environment: Navigate to the Microsoft 365 Ad...
  8.  Administration Videos

  9. Find Your BrightWork 365 Version Number

    2025-1 & 2024-2 Option 1 Go to Admin Area > Global Settings > Global Setting > Version tab > Version Number. Option 2 Go to make.powerapps.com and select the environment that contains the BrightWork 365 solution. ...
  10. Request Form Details

    This article is for BrightWork 365 Release Sep 2023 (v1.8) and newer. Request Tabs Request Details The Request Details tab contains fields relevant to moving the request process forward as well as fields that will be cop...