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Last Updated: 08/19/2025
in Customization Configuration
Project Management Context The Form Configurator tool provides users with the BrightWork PMO Manager or BrightWork Template Editor security role the ability to hide or show Project Template Form Tabs, Sections, and Columns with point and clic...
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Last Updated: 08/19/2025
in Customization Configuration
2025-2
Also see Form Configurator Best Practices .
Project Management Context
The Form Configurator tool provides Template Editors with the ability to hide or show Project Template form Tabs, Sect...
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Last Updated: 08/19/2025
in Customization Configuration
2025-2 & 2025-1
Users need the BrightWork Template Editor security role to access the Templates Area and to configure templates.
BrightWork 365 Form Templates
Form Templates can be accessed by clicking into...
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Last Updated: 08/19/2025
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...
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Last Updated: 08/19/2025
in Interface
2025-2
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 come with their own set of out of the box system views, in ...
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Last Updated: 08/19/2025
in Portfolios
2025-2
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Project Management Context
To enable project Gantt schedules to accurately reflect the organization's work practices, users with the BrightWork PMO Manager or System Administ...
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Last Updated: 08/19/2025
in Portfolios
The Project Documents Power BI Dashboard displays documents from across your projects and includes links for easy access. The report includes documents from:
Project Requests
Project Tasks
Project Issues
Project Risks
Proj...
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Last Updated: 08/19/2025
in Portfolios
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Project Management Context
Managing resources effectively is fundamental to project success as it helps in controlling costs, optimizing productivity, minimizing risks, ensurin...
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Last Updated: 08/19/2025
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: 08/19/2025
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 ...