Updated Articles

  1. 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 ...
  2. Configure Components

    Introduction to Component Configuration While there are many configuration options available within a Microsoft 365 Power Platform environment, there are guidelines that are recommended when working with a managed solution such as BrightWork 365, p...
  3. 3D Deep Dive

    Design Requirements Complete Handover During a scheduled handover call you and your assigned BrightWork 365 Solutions Specialist will have a first conversation for introductions, and to better understand Requirements and the Expected Solutio...
  4. Search

    Power Apps Search The Power Apps Search function finds records in a table that contain a string in one of their columns. For more information see this Microsoft Search article. ...
  5. Status Reports

    Status Section The Status  section 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 Sched...
  6. Documents

    Documents in BrightWork 365 are stored in your SharePoint Online site. During the installation of BrightWork 365 the SharePoint site and accompanying document library were created for the environment. A folder in this document library will g...
  7. 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 ...
  8. Archive Projects

    When it is no longer necessary for a project to be in Active  status, for example because it is deferred or closed, it can easily be archived. Archiving is preferred over deletion since after a project is deleted it cannot be brought bac...
  9. Microsoft Teams

    With BrightWork 365 and Microsoft Teams integration, you have powerful options for staying connected and organized. Each BrightWork 365 Program can have its own Microsoft Team, and each Project its own Microsoft Team Channel. Microsoft Teams Co...
  10. Microsoft Excel

    View Excel Data in BrightWork 365 When Microsoft Excel is added to Power Apps, Excel becomes a data source. You can view the Excel table data within Power Apps. For more information see this View Excel Data article. Open BrightWork 365 Table...