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Last Updated: 02/27/2025
in Customization Configuration
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 Templates Area > Form Templates...
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Last Updated: 02/27/2025
in Customization Customization
Introduction If your organization is still creating projects using an older or non-standard project form, we encourage you to work with your Customer Success Partner to plan the move to the corresponding new project form, along with any customiza...
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Last Updated: 02/25/2025
Installation and upgrade information can be found in the Knowledge Base Administration category.
2025-1 Projects To learn more about how to manage Projects, click here . Flexible Calendaring In this release we ...
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2025-1 Project Management Context Not having a standard way to plan and manage projects is a common challenge among project managers. This is why adopting a configurable template approach from project selection to project close is c...
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Last Updated: 02/25/2025
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: 02/25/2025
in Portfolios
2025-1 & 2024-2
Project Management Context
Programs are the first child level under portfolios, with portfolios being the highest level in the BrightWork 365 hierarchy. It allows users to group related projects t...
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Last Updated: 02/25/2025
in Administration
It is a recommended best practice to run through a series of tests to verify that an installation has completed successfully in your environment. This article outlines some initial tests that can be performed to assist with this verificati...
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Last Updated: 02/25/2025
in Projects
2025-1 & 2024-2
Project Management Context
The BrightWork 365 Communications tab provides a comprehensive method for capturing various communication related activities at the project, program, or...
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Last Updated: 02/25/2025
in Portfolios
2025-1 & 2024-2
Project Management Context
The BrightWork 365 Communications tab provides a comprehensive method for capturing various communication related activities at the project, program, or...
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Last Updated: 02/25/2025
in Interface
2025-1 & 2024-2
Documents in BrightWork 365 are stored in your organization's BrightWork 365 SharePoint site. During the installation of BrightWork 365 the SharePoint site and accompany...