Updated Articles

  1. Portfolio & Program Risks

    Last Updated: 08/06/2024 in Portfolios
    Your browser does not support HTML5 video. Project Management Context A risk is an unplanned event that has some reasonable likelihood of occurring and would likely have an impact on a project, program, or portfolio. Although risks do no...

  2. Portfolio & Program Issues

    Last Updated: 08/06/2024 in Portfolios
    Project Management Context An issue is an unplanned event or previously identified risk that has occurred and is likely to have an impact on the objectives of a project, portfolio, or program. Issues will often have a negative effect on scope, sc...

  3. Deployment Best Practices

    Last Updated: 07/30/2024 in Customer Success Customer Success Topics
    Do's Thorough Planning Do: Invest time in comprehensive planning before the deployment. Understand the specific needs and requirements of your organization.  Do: Consider user roles, project structures, and data governance to ensure the ...

  4. Read First: Customization Notes

    Last Updated: 06/07/2024 in Customization Customization
    This article is for BrightWork 365 Release February 2023 (v1.6) and newer. Beginning with release September 2023 (v1.8) BrightWork 365 also includes the Form Configurator for an easier and preferred method for hiding/unhiding Project Template...

  5. Add a New Form Section

    Last Updated: 06/07/2024 in Customization Customization
    This article is for BrightWork 365 Release February 2023 (v1.6) and newer. Be sure to first read the Customization Notes article. If you are using BrightWork 365 release September 2023 (v1.8) or newer, also first read Form Configurator ....

  6. Customize Other Components

    Last Updated: 06/07/2024 in Customization Customization
    This article is for BrightWork 365 Release February 2023 (v1.6) and newer. Be sure to first read the Customization Notes article. System Charts Charts let you see table data in a visual manner.  To create a system chart, rather than modi...

  7. Add a New Form Tab

    Last Updated: 06/07/2024 in Customization Customization
    This article is for BrightWork 365 Release February 2023 (v1.6) and newer. Be sure to first read the Customization Notes article. If you are using BrightWork 365 release September 2023 (v1.8) or newer, also first read  Form Configurator ....

  8. Customize Site Maps

    Last Updated: 06/07/2024 in Customization Customization
    This article is for BrightWork 365 Release February 2023 (v1.6) and newer. Be sure to first read the Customization Notes article. Site Maps The purpose of a Site Map is to define the navigation for a Power Platform app such as BrightWork ...

  9. Configuration - Training Exercises

    Last Updated: 05/10/2024 in Customization Configuration

  10. Interface - Training Exercises

    Last Updated: 05/10/2024 in Interface
Copyright © BrightWork. All rights reserved.