The
2024-2 release
is available! See
Release Notes
BrightWork 365
Table of Contents
Table of Contents
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Home
Glossary
Requests
Frequently Asked Questions
Project Request Approval Process
Request Form Details
BrightWork 365 Requests App
Approvals in Microsoft Teams
Requests - Videos
Requests - Training Exercises
Projects
Frequently Asked Questions
Project Security & Access
BrightWork 365 Starter Project Templates
Create Projects
Delete Projects
Project Stage Approval Process
Approvals in Microsoft Teams
Gantt Chart & Task Management
Import Project Gantt Tasks
Global Settings
Non-Working Days
Project Status Reporting
Project Risks
Project Issues
Actions
Costs & Budgets
Communications
Contacts
Accounts
Audit History
Projects - Videos
Projects - Training Exercises
Portfolios
Frequently Asked Questions
Portfolio Security & Access
Portfolios
Programs
Power Apps Dashboards Overview
Portfolio & Program Status Reporting
Portfolio & Program Risks
Portfolio & Program Issues
Portfolio & Program Actions
Portfolio & Program Costs and Budgets
Portfolio & Program Communications
Calendar Views
Work Allocation Reports
Power BI Dashboards Overview
Resource Utilization - Power BI
Project Documents Dashboard - Power BI
Portfolios - Videos
Portfolios - Training Exercises
Getting Started
Onboarding & Quick Start Guides
Orientation
What is BrightWork 365?
Technologies Used
Navigating BrightWork 365
Projects Area Components
Starter Project Templates
What is a BrightWork Customer Success Partner?
Pricing and FAQs
Orientation - Training Exercises
Quick Start Guides
BrightWork Champion
Project Requester
Project Manager
Team Member
Senior Executive
System Administrator
Business User Extended Training
Role-Based Training
BrightWork Champion
Project Manager
Team Member
Senior Executive
Categorized Training Videos
Orientation
BrightWork 365 Orientation
Technologies Used
Requests
Overview Demo
Under a Minute: Create a New Request
Request Approval Process
Canceling In Progress Approvals
Projects
Starter Project Templates
Create Projects Without a Request
Project Stage Approval Process
Task Management
Actions
Costs
Communications
Work Reports
Status Reporting
Under a Minute: Create a Task
Under a Minute: Add a Document
Under a Minute: My Work
Under a Minute: Audit History
Portfolios
Portfolios
Programs
Status Reporting
Under a Minute: Create a Program
Resource Utilization
Interface
Microsoft Excel
Power Apps Views & Charts
Power BI Dashboard Reports
Under a Minute: Project Documents Power BI Report
Configuration
Request and Project Templates
Configuration Options
Form Configurator
Under a Minute: Configure a Personal Chart
Edit Choices in a Managed Solution
Administration
User Management
BrightWork Security Roles Details
Customer Success
Customer Success Topics
What is a BrightWork Customer Success Partner?
BrightWork 365 Solution Services
BrightWork 365 Start Service Overview
BrightWork 365 Start Plans
3D Deployment Process Deep Dive
Deployment Best Practices
Add a BrightWork Customer Success Local User
Role-Based Training
BrightWork Champion Syllabus
Project Manager Syllabus
Team Member Syllabus
Senior Executive Syllabus
Interface
Document Management
Views & Charts
Microsoft Teams
Microsoft Excel
Microsoft OneNote
Search
Interface Videos
Interface - Training Exercises
Customization
Configuration
Configure User Security Roles
Configure Personalization Settings
Configure a Personal View
Configure Personal Charts
Configure Form, Request & Project Templates
Form Configurator
Form Configurator - Best Practices
Content Templates
Bulk Copy Data Between Columns
Edit Choices in a Managed Solution
Configure Default Template Approval Labels
Add a Deactivated Project Filter to a Power BI Report
Configuration Videos
Configuration - Training Exercises
Customization
Read First: Customization Notes
Catalog of Customizations
Benefits of Moving to Current Project Forms
Add a New Form Tab
Add a New Form Section
Add a Column to a Form
Customize Tables
Customize Site Maps
Add a Custom Logo
Customize Power BI Dashboards
Customize Other Components
Using Power Automate to Set the Value of a Lookup Column
Administration
FAQs & Troubleshooting
Find Your BrightWork 365 Version Number
Pre-Install Power Platform Environment Instructions
Installing BrightWork 365 & License Notes
Using BrightWork 365 as an App
Post Install Verification Checklist
Upgrading BrightWork 365
Post Upgrade Verification Checklist
Import a BrightWork Custom Solution
Custom BrightWork Forms and App Upgrades
Configure Environment Currency
Managing the SharePoint Throttling Limit
User Management
Security Role Details
Restore Deleted Projects
3rd Party Access to BrightWork 365
Add an External Guest User
User Activity Audit
Microsoft Teams Admin Guide
Add BrightWork Tables to Dynamics 365 App for Outlook
Telemetry Data
Environment Backups
Uninstall BrightWork 365
Administration Videos
Release Notes
Full PDF Download
Home
Getting Started
Categorized Training Videos
Projects
Communications