Updated Articles

  1. Managing the SharePoint Throttling Limit

    This article is relevant for customers using custom BrightWork 365 forms, and for customers using releases prior to 2024-2. Customers with custom BrightWork 365 forms can also discuss custom resolution options with their Customer Success Partner....
  2.  Interface Videos

  3. User Activity Audit

    In order to determine BrightWork 365 app activity for a given user, follow the steps in one of the methods documented below. Access Auditing is forward tracking only. Method 1 - Classic UI   Navigate to  https://...
  4. System Administrator

    Who is this Guide for? This guide is intended primarily for administrators who will be working on BrightWork 365 installations, upgrades and the overall maintenance of the technologies encompassing the solution; these technologies include BrightW...
  5. Upgrading BrightWork 365

    If you import a solution into a managed environment, the Power Platform Solution Checker automatically runs. This means that environment Sys Admins will likely get an email indicating that many high severity issues were found. These are false pos...
  6. Import a BrightWork Custom Solution

    Import a Custom Solution Supplied by BrightWork If you import a solution into a managed environment, the Power Platform Solution Checker automatically runs. This means that environment Sys Admins will likely get an email indicating that many high ...
  7. Portfolio & Program Actions

    2025-1 & 2024-2           Project Management Context Not all activity in a project rises to the level of a planned Gantt task. There is a lot of other work that needs to get done outside of the Gantt tab, all of which can be cat...
  8. Accounts

    Located in the Admin Area > People section of the app, the Accounts feature provides a location to store information about external organizations such as vendors and contractors. This data can be used in other areas of BrightWork 365 including a...
  9. Microsoft Excel

    This article is for BrightWork 365 Release September 2023 (v1.8) and newer.   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 App...
  10. Add a Column to a Form

    Be sure to first read the Customization Notes article. If your solution has a custom form and a BrightWork 365 upgrade contains changes to the original out of the box version of that form, the new changes will need to be manually applied to y...