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Last Updated: 09/26/2025
in Customization Configuration
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, ...
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Who Is This Guide For?
This guide is aimed primarily at team members; however, any member of the organization who will be using BrightWork 365 and is new to the Power Platform will also benefit from this guide.
Prerequisites
We su...
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Last Updated: 08/19/2025
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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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 & Integration
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...
