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Last Updated: 10/15/2021
in System Admin If you have product installation questions, please contact Support using the Contact Us link at the top of the Knowledge Base or send an email to support365@brightwork.com . BrightWork 365 Install Guide.pdf (mobile view) ...
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Last Updated: 10/14/2021
in Projects Project Standard Template Overview The Project Standard template provides a semi-structured waterfall process that is useful for a range of business departments to run their projects including sales, marketing, engineering, finance. It is in t...
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Access BrightWork 365 Templates Templates can be accessed by clicking into Admin Area | Templates and then selecting a template name. Template Configuration Any configuration changes you make to templates will immediately be reflected ...
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Last Updated: 10/13/2021
in Requests BrightWork 365 supports four request approval levels. The levels relate to the number of approval stages a project request will go through before project creation. Project Request - 0 Stage No approval stages: The project is created without ...
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Last Updated: 10/13/2021
in Requests Request a Project The project management lifecycle will typically begin in the BrightWork 365 Requests area, where a Requestor submits an idea for a new project along with details needed for an approval decision. Through workflows, notifications an...
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Last Updated: 10/13/2021
in System Admin Removing a Solution or an Environment deletes all the associated data. To remove BrightWork 365: If you have nothing else installed in the Environment that contains the BrightWork 365 solution(s), you can delete the Environment, which w...
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Last Updated: 10/13/2021
in Configuration Introduction to Component Configuration While there are many configuration options available within a Microsoft 365 Power Platform environment, there are guidelines and best practices that are recommended when working with a managed solution such a...
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Last Updated: 10/11/2021
in Projects The Projects Area comes with its own set of System Views in addition to any views you might have created on your own. Different views will present a different number of rows of project information depending on view filters, and/or a different set ...
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Only users with the PMO Manager or Template Editor security role can create templates. Create a Project Template from Scratch Use the Area Switcher at the bottom of the screen to switch into the Admin Area , and then click into Templa...
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Last Updated: 10/10/2021
in Projects Status Screen The Status screen displays current metrics and KPIs about the project, and provides the project manager with the ability to create a snapshot status report of the project's standing at that moment in time. The Schedule&nb...