Updated Articles

  1. BrightWork 365 Start Plans

    Introduction BrightWork Customer Success Partners work alongside customers to deploy BrightWork 365 using a structured rollout plan, with flexible options of 30, 60, or 90 day Start deployments. Initial deployments are accelerated by using suff...
  2. Edit Choices in a Managed Solution

    This article is for BrightWork 365 Release February 2023 (v1.6) and newer. The System Customizer or System Administrator security role is required in the relevant environment to edit choices. If you currently have a custom solution, and a fl...
  3.  Requests - Videos

  4.  Portfolios - Videos

  5.  Projects - Videos

  6. 3rd Party Access to BrightWork 365

    There are a number of options available to enable 3rd party access to BrightWork 365 content. Determining which of the below might be the most appropriate would likely be for a conversation with your IT admin and depend on the project or 3rd party...
  7. Add an External Guest User

    An external guest user can be added to your Microsoft 365 tenant and Power Platform environment to allow the user access to the BrightWork 365 app.  Navigate to the Microsoft 365 Admin Center at https://admin.microsoft.com/ . Expand Users ...
  8. BrightWork 365 Start Service Overview

    The Start Service uses the BrightWork implementation process called 3D (Design, Deliver, Deploy). 3D is a clear, transparent, and practical change management process focused on the project management needs of your group.   We work with you every st...
  9. Views & Charts

    This article is for BrightWork 365 Release February 2023 (v1.6) and newer. Deleting a row of data from any View cannot be undone. System Views The various BrightWork 365 site map sections such as Requests, Projects, and Portfolios, each com...
  10. Projects Area Components

    The high-level structure of BrightWork 365 consists of the areas Requests, Projects, and Portfolios.