Updated Articles

  1. Product Installation

    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) ...
  2. Project Templates Overview

    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...
  3. Configure Existing Templates

    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 ...
  4. Request Approval Stages

    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 ...
  5. Request a Project

    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...
  6. Product Removal

    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...
  7. Configure Components

    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...
  8. Project Area Views

    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 ...
  9. Configure New Templates

    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...
  10. Status Reports

    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...