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Last Updated: 09/26/2023
in Requests This article is for BrightWork 365 Release February 2023 (v1.6) 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 copied over to the r...
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Last Updated: 03/26/2024
in Portfolios
2024-03 The Dashboards Section The Dashboards section contains multiple BrightWork 365 Power Apps charts, each with many views of their own for further drilling down into project details. The first series of chart category to display w...
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A BrightWork Customer Success Partner is not just a team member; they are your dedicated partner in achieving project management success. With their extensive knowledge of project management processes, best practices, and templates that harness ...
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Last Updated: 09/26/2023
in Customization Configuration This article is for BrightWork 365 Release February 2023 (v1.6) and newer. Within a view in the section of interest (e.g., Requests, Projects, Portfolios), click Edit columns . Edit the columns: Reorder or remove columns using the ellips...
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Last Updated: 04/25/2023
in Administration Microsoft Dynamics 365 App for Outlook allows you to track an email in your inbox against a record in BrightWork 365. By default, the only tables you can do this against are Accounts and Contacts. Should you wish to track against other tables (e.g...
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Who Is This Guide For?
This guide is geared to the customer organization's BrightWork Champion, the person responsible for the initial in-app setup of BrightWork 365, including the Program and Portfolio structure, prior to starting the manageme...
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Last Updated: 09/22/2024
in Portfolios
2024-03 Project Management Context Status reporting is an extremely efficient method for keeping multiple stakeholders informed about how portfolios and programs are progressing. Crucial information such as overall status and health, at...