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Last Updated: 01/25/2023
in Administration Definitions Security: Methods for protecting the system as a whole and the data housed within the system. Security is cumulative. User Security: Defines user access to Tables, Columns, Rows, etc., in the Power Platform Dataverse. Indi...
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Last Updated: 01/25/2023
in Deployment BrightWork Start - The 3D Key Principles Design - using collaborative project management best practices Deliver - starting with configurable templates Deploy - with on demand and as needed training Design...
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Last Updated: 01/25/2023
in Deployment Introduction Introductory Call Agenda Introductions. Review the meeting agenda and objectives. Summarize the needs and the solution proposed. Go over the BrightWork 3D deployment process. Start the Design stage (optional). Introduce the ...
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Last Updated: 01/25/2023
in Projects Request Process Overview Create Projects Without a Request Project titles must be unique, have a maximum of 50 characters, and should not contain any special characters including < > : * ? | Method 1: Create ...
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Last Updated: 01/25/2023
in Administration Prior to installing or upgrading BrightWork 365 please contact BrightWork Support to schedule a technical consultation to ensure all prerequisites are in place for a successful installation. To contact BrightWork Support use the Contact Us link a...
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Last Updated: 01/25/2023
in Administration General Info Release Notes See the Release Notes section of this Knowledge Base for content related to new features, enhancements, and bug fixes. Solution Flows and the Upgrade Installation User BrightWork 365 solution upgrades need t...
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Last Updated: 01/25/2023
in Projects All Templates See our project template-related best practice webinar for additional information. Only templates that are linked with a Content Template will be prepopulated with project data. User entered dates will be saved a...
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This article will help you understand the main navigation elements of the BrightWork 365 interface.
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Last Updated: 01/20/2023
in Requests Request a Project The project management lifecycle will typically begin in the BrightWork 365 Requests area, where a Requestor submits a new project request along with details needed for an approval decision. Through workflows, notifications ...
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Last Updated: 01/19/2023
in Customization Configuration Configure Templates Overview Forms & Templates Access BrightWork 365 Templates Templates can be accessed by clicking into Admin Area > Templates and then clicking on a specific template. Template Conf...