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Last Updated: 09/29/2025
in Administration
Introduction The annual BrightWork 365 license audit is a count of all unique named users throughout the organization that have been given the BrightWork Team Member security role (which gives them access to the full BrightWork 365 app). Fo...
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Last Updated: 09/29/2025
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: 09/26/2025
in Projects
In order to delete a project, you must first delete all assignments associated with the project, and then delete all team members listed in the Team tab. Deleted items, i.e., projects, assignments, etc., are permanently removed and cannot be ...
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Last Updated: 09/26/2025
in Customization Configuration
Introduction In BrightWork 365, a Personal View is a type of view that a user can create by themselves and customize specifically for their own needs and use within the app. Unlike system views, which are predefined and available to all users, ...
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Last Updated: 09/24/2025
in Portfolios
2025-2
Project Management Context
In order to mitigate any potential lack of visibility and communication leading to challenges for project team members, BrightWork 365 provides an easy method to find and report ...
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Last Updated: 09/24/2025
in Portfolios
Your browser does not support HTML5 video. Project Management Context Project teams are generating more data than ever. In order to achieve success, project managers need to compile all of this information into high-level, easy-to-consum...
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Last Updated: 09/22/2025
in Administration
Is it possible to get pre-install assistance from BrightWork? Yes, 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 in...
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Last Updated: 09/17/2025
in Customization Configuration
To configure Personalization Settings such as time zone, and formats for number, currency, time and date:
Select the Settings gear at the top of the BrightWork 365 app.
Select Personalization Settings .
Personal Tim...