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Last Updated: 08/19/2025
in Projects 2025-2 Approvals in Microsoft Teams In addition to reviewing and acting on approval requests via the automatically generated approval request emails, and BrightWork Approvals , as part of the Request and Project approval processes you c...
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Last Updated: 08/19/2025
in Projects
Project Management Context
Organizations are not always able to have entirely open access to their portfolio of projects, but rather need to take a more granular approach to security and access, while others are fine with users having access ...
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Last Updated: 08/19/2025
in Requests
2025-2 Your browser does not support HTML5 video. Project Management Context Projects may start with a decent idea, but that doesn’t guarantee their success. Starting the wrong project at the wrong time is the best way to waste valua...
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Last Updated: 08/19/2025
in Requests
2025-2 Request Tabs
Request Details The Request Details tab contains fields relevant to moving the request process forward as well as fields that will be copied over to the related new project that eventually gets created. After the R...
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Last Updated: 08/12/2025
in Projects
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Project Management Context
A risk is an unplanned event that has some reasonable likelihood of occurring and would likel...
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Last Updated: 08/08/2025
in Customization Configuration
In the area of interest (e.g., Requests, Projects) choose to Create a personal view.
In the personal view configuration screen click Edit Columns.
Choose the relevant Record Type and add the two columns required ...
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Last Updated: 08/08/2025
in Customization Configuration
Configure a Personal Chart
Click Show Chart at the top of a view's page.
Click the ellipses next to an existing system chart you would like to use as the basis for your personal chart, choose Save As in t...
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Last Updated: 08/08/2025
in Interface
In addition to the standard note that can be added to a project in the Communications tab, you also have the option to create Microsoft OneNote notes that are saved as part of a OneNote notebook associated with a project.
To access th...
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Last Updated: 08/08/2025
in Interface
View Excel Data in BrightWork 365
When Microsoft Excel is added to Power Apps, Excel becomes a data source. You can view the Excel table data within Power Apps. For more information see this View Excel Data article.
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Last Updated: 08/06/2025
in Projects Your browser does not support HTML5 video. 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. Iss...