Updated Articles

  1. Catalog of Customizations

    Introduction BrightWork 365 out of the box can satisfy the most critical aspects of project and portfolio management and can be configured to provide the added flexibility your organization may need. To take the solution even further, and t...
  2. User Management

    2024-2               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...
  3. Project Status Reporting

    2024-2 Project Management Context Status reporting is an extremely efficient method for keeping multiple stakeholders informed about how projects are progressing. Crucial information such as a project's overall s...
  4. Pre-Install Power Platform Environment Instructions

    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 . Customers are ...
  5. Form Configurator

    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 Columns ...
  6. Content Templates

    2024-2                   Project Management Context Users have the option to create a special type of template from an existing project that will include the content from that project - these templates ...
  7. 3D Deployment Process Deep Dive

    Introduction Introduction Summary Audio  Download audio  Pre-Handover Call Activity Your BrightWork Representative will schedule your deployment kickoff call and the handover to your BrightWork Customer Suc...
  8. Work Allocation Reports

    2024-2 Project Management Context In order to counteract any potential lack of transparency and communication leading to challenges for team members to contribute to projects, with BrightWork 365 team members can easily find,...
  9. Request Form Details

    This article is for BrightWork 365 Release Sep 2023 (v1.8) and newer. Request Tabs Request Details The Request Details tab contains fields relevant to moving the request process forward as well as fields that will be copied over to the rela...
  10. BrightWork 365 Starter Project Templates

    2024-2 Project Management Context Not having a standard way to plan and manage projects is a common challenge among project managers. This is why adopting a configurable template approach from project selection to project close is cru...