Updated Articles

  1. Post Installation Checklist

    It is a recommended best practice to run a set of tests to verify that an installation has completed successfully in your environment. This article outlines some initial tests that can be performed to assist with this verification. Prerequisite ...
  2. Configure Templates

    Configure Templates Overview Forms & Templates Access BrightWork 365 Templates Templates can be accessed by clicking into Admin Area | Templates  and then selecting a template name. Template Configuration ...
  3. Resourcing

    Dashboard Work Reports With the coupling of BrightWork 365 and Microsoft Power BI, there are many resourcing report options available for your team to review and analyze. A main area for resourcing reports is in Dashboard | Work . These reports ...
  4. Create Projects Without a Request

    Some organizations will not need a formal request process for all projects, and will therefore allow certain users to create projects directly in the Projects Area. Users with the Project Manager or PMO security role will be able to create pro...
  5. Task Management

    The Gantt section of a project is the main area for task management Editing Gantt Data To make edits to an existing task, either single-click next to the task name and then click Edit  in the menu bar, or double-click in the ro...
  6. Request a Project

  7. User Management

    Add Azure Security Groups with Users to the Power Platform Environment Typically new users are given access to an environment via a Microsoft 365 Security Group - generally this requires the intervention of a Microsoft 365 Admin. Once a user...
  8. Product Installation & Upgrade

    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 . Installation Instructions See the embedded installation instruction...
  9. 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. Proje...
  10. BrightWork 365 Templates

    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. Proje...