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Last Updated: 02/14/2025
in Portfolios
This article is for BrightWork 365 Release 2024-2 and newer.
Project Management Context Organizations do not always want to have entirely open access to their portfolio of projects, but rather need to take a more granular approach to...
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Last Updated: 02/13/2025
in Administration
We strongly recommend working alongside the BrightWork Support team to initiate the pre-install process, as this will ensure proper procedures are followed; this service is included as part of the BrightWork 365 Start Service . Customer...
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Last Updated: 02/13/2025
in Administration
See also Pre-Install Power Platform Environment Instructions .
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 succes...
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Last Updated: 02/13/2025
in Customization Configuration
2024-2
Also see the Form Configurator Best Practices article.
Project Management Context The Form Configurator tool provides Template Editors with the ability to hide or show Project Template form Tabs, Sections, and Column...
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Training Introduction This role-based training content is used by our BrightWork Customer Success Partners as part of BrightWork 365 Service Offerings . This sample content can be adjusted by the BrightWork Champion along with the Customer S...
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Training Introduction This role-based training content is used by our BrightWork Customer Success Partners as part of BrightWork 365 Service Offerings . This sample content can be adjusted by the BrightWork Champion along with the Customer S...
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Training Introduction This role-based training content is used by our BrightWork Customer Success Partners as part of BrightWork 365 Service Offerings . This sample content can be adjusted by the BrightWork Champion along with the Customer...
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Training Introduction This role-based training content is used by our BrightWork Customer Success Partners as part of BrightWork 365 Service Offerings . This sample content can be adjusted by the BrightWork Champion along with the Customer...
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Who Is This Guide For? This guide is primarily aimed at Project Managers who will be using BrightWork 365 to manage projects. However, this guide will also be useful for any member of the organization who will be using BrightWork 365 extensively....