Updated Articles

  1. Find Your BrightWork 365 Version Number

    2025-1 & 2024-2 Option 1 Go to Admin Area > Global Settings > Global Setting > Version tab > Version Number. Option 2 Go to make.powerapps.com and select the environment that contains the BrightWork 365 solution. ...
  2. Security Role Details

    2025-1 & 2024-2       BrightWork 365 provides multiple security roles to choose from, each with a different purpose. The roles noted below are grouped by how they are used in the solution. For more granular security role details ...
  3. Form Configurator - Best Practices

    2025-1 & 2024-2 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, Sectio...
  4. Form Configurator

    2025-1 Also see the  Form Configurator Best Practices article. Project Management Context The Form Configurator tool provides Template Editors with the ability to hide or show Project Template for...
  5. Configure Personalization Settings

    2025-1 & 2024-2 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...
  6. Project Documents Dashboard - Power BI

    2025-1 & 2024-2 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 ...
  7. Resource Utilization - Power BI

    2025-1 & 2024-2 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...
  8. Work Allocation Reports

    2025-1 & 2024-2 Your browser does not support HTML5 video. Project Management Context In order to mitigate any potential lack of visibility and communication leading to challenges for project team member...
  9. Portfolio & Program Costs and Budgets

    2025-1 & 2024-2 The BrightWork 365 Costs tab in Portfolios and Programs provides an easy method for rolling up Project budgets and costs. Portfolio & Program Level Cost Tracking To enter the Costs section, clic...
  10. Portfolio & Program Status Reporting

    2025-1 & 2024-2   Project Management Context Status reporting is an extremely efficient method for keeping multiple stakeholders informed about how portfolios and programs are progressing. Crucial information such ...