Updated Articles

  1. Global Settings

    2025-2 Your browser does not support HTML5 video. Your browser does not support HTML5 video. Project Management Context To enable project Gantt schedules to accurately reflect the organization's work practices, users...
  2. Schedule Settings

    This article is for BrightWork 365 version 2025-2 and later. The Schedule Settings option on the Charter and Project Settings tabs provides project managers with a convenient method for viewing Global Calendar Settings an...
  3. Pre-Install Power Platform Environment Instructions

    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 included as part of the BrightWork 365 Start Service . Customers ...
  4. 3D Deployment Process Deep Dive

    Introduction Introduction Summary Audio  Download audio  Pre-Handover Call Activity Your BrightWork Representative will schedule a deployment kick-off call and the handover to your BrightWork Customer Success Partner . Prior to the ...
  5. Printing

    This article explains an option to print content from within the BrightWork 365 solution. The provided scenario is for printing status reports, but the instructions can be used for other solution areas such as the Charter tab of projects (result...
  6. Search

    The Search function in BrightWork 365 is used to filter a data source by finding records that contain a specified text string within one or more designated columns. It is case-insensitive and returns a table of matching records. ...
  7. BrightWork 365 License Audit

    Introduction The annual BrightWork 365 license audit is a count of all unique named users throughout the organization that have been given the BrightWork Team Member security role (which gives them access to the full BrightWork 365 app). Fo...
  8. Delete Projects

    In order to delete a project, you must first delete all assignments associated with the project, and then delete all team members listed in the Team tab. Deleted items, i.e., projects, assignments, etc., are permanently removed and cannot be ...
  9. Configure a Personal View

    Introduction In BrightWork 365, a Personal View is a type of view that a user can create by themselves and customize specifically for their own needs and use within the app. Unlike system views, which are predefined and available to all users, ...
  10.  Video: Programs

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