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Last Updated: 11/26/2024
in Portfolios
How do I move a Program to a different Portfolio? Users with the BrightWork PMO Manager or BrightWork Program Manager security role can change a Program's associated Portfolio from the Program Settings tab (the field is locked on the Statement ...
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This article will help you understand the main navigation elements of the BrightWork 365 interface.
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Last Updated: 11/26/2024
in Administration
By default, deleted projects are permanently removed and cannot be restored. However, Microsoft has added an optional Recycle Bin feature to Power Platform environments that must be manually enabled by an admin. Note this feature may still be ...
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Last Updated: 11/19/2024
in Administration
Is it possible to get pre-install assistance from BrightWork? Yes, we strongly recommend working alongside the BrightWork Support team to initiate the pre-install process, as this will ensure proper procedures are followed; this service is in...
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Last Updated: 11/18/2024
Installation and upgrade information can be found in the Knowledge Base Administration category.
A new BrightWork 365 version numbering system (Year-Release Number) has been implemented beginning with version 2024-2.
2...
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Last Updated: 11/15/2024
in Customization Customization
Introduction
This article is for BrightWork 365 Release February 2023 (v1.6) and newer.
To customize BrightWork 365 Power BI reports, the user will need Read access to the tables that they want to report on - BrightWork Project Man...
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Last Updated: 11/13/2024
in Administration 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....
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Last Updated: 11/12/2024
in Interface
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Who Is This Guide For?
This guide is geared to the customer organization's BrightWork Champion, the person responsible for the initial in-app setup of BrightWork 365, including the Program and Portfolio structure, prior to starting the manage...
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Last Updated: 11/11/2024
in Administration
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://...