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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...
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Last Updated: 10/03/2025
in Portfolios
2025-2 Your browser does not support HTML5 video. Project Management Context Programs are the first child level under Portfolios, with Portfolios being the highest level in the BrightWork 365 hierarchy. It allows users to group rela...
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Last Updated: 08/19/2025
in Requests
2025-2 Request Tabs
Request Details The Request Details tab contains fields relevant to moving the request process forward as well as fields that will be copied over to the related new project that eventually gets created. After the R...
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Last Updated: 11/07/2024
in Projects
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...
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Last Updated: 09/17/2025
in Customization Configuration
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 .
Personal Tim...
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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...
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Your browser does not support HTML5 video. ...
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Last Updated: 08/19/2025
in Administration 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.
Click on Solutions in the Site Map....
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Last Updated: 10/09/2023
in Administration