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Who Is This Guide For?
This guide is aimed primarily at Senior Executives and Program Managers who need to maintain oversight of work and projects across an entire project portfolio in the organization. In this training guide you'll learn abo...
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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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Who Is This Guide For? This guide is aimed primarily at members of the organization who will be using BrightWork 365 to submit requests for projects that will be created through the Request process. Prerequisites We recommend first familiariz...
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Microsoft Power Platform Below you will find links to Microsoft provided training for Power Platform. These are intended for business users, e.g., Project Managers, Marketing, Inside Sales, and Operations staff: Microsoft Power Platform Fund...
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Last Updated: 12/12/2024
in Portfolios
Project Calendar Views
To display a calendar view of all projects based on their Current Start & Current Finish dates:
Click Projects on the main nav.
Towards the top-left of the screen, click Show As > Calendar .
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Last Updated: 12/11/2024
in 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 ...
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Last Updated: 12/02/2024
in Administration
In the Microsoft Power Platform admin center: Select the BrightWork 365 environment. Select Settings . Expand the Business category. Select Currencies . Select New at the top of the screen. Select the Currency Code value to add to...
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Last Updated: 11/15/2024
in Customization Customization
Introduction
This article is for BrightWork 365 Release February 2023 (v1.6) and newer.
To customize BrightWork 365 Power BI reports, the user will need Read access to the tables that they want to report on - BrightWork Project Man...
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Last Updated: 11/13/2024
in Administration This article is relevant for customers using custom BrightWork 365 forms, and for customers using releases prior to 2024-2. Customers with custom BrightWork 365 forms can also discuss custom resolution options with their Customer Success Partner....
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Last Updated: 11/12/2024
in Interface