Updated Articles

  1. Form Configurator - Best Practices

    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...
  2. Form Configurator

    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...
  3. Configure Form, Request & Project Templates

    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...
  4. Configure Personalization Settings

    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...
  5. Views & Charts

    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 ...
  6. Global Settings

    2025-2 Your browser does not support HTML5 video. 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...
  7. Project Documents Dashboard - Power BI

    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...
  8. Resource Utilization - Power BI

    Your browser does not support HTML5 video. Project Management Context Managing resources effectively is fundamental to project success as it helps in controlling costs, optimizing productivity, minimizing risks, ensurin...
  9. Power BI Dashboards Overview

    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...
  10. Work Allocation Reports

    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 ...