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Text Content

The September release is available! See Release Notes for details.


BRIGHTWORK 365


Table of Contents Table of Contents Toggle navigation
 * 
 * Contact Us
 * 

 * 

 * Home
 * Glossary
 * Requests
   * Project Request Approval Process
   * Request Form Details
   * BrightWork 365 Requests App
   * Approvals in Microsoft Teams
   *  Requests Videos
 * Projects
   * BrightWork 365 Starter Project Templates
   * Create Projects
   * Project Stage Approval Process
   * Approvals in Microsoft Teams
   * Task Management
   * Import Project Gantt Tasks
   * Project Status Reporting
   * Actions
   * Costs & Budgets
   * Communications
   * Contacts
   * Accounts
   * Audit History
   * Archive or Delete a Project
   *  Projects Videos
 * Portfolios
   * Portfolios
   * Programs
   * About Power Apps Dashboards
   * Portfolio & Program Status Reporting
   * Portfolio & Program Actions
   * Portfolio & Program Costs and Budgets
   * Portfolio & Program Communications
   * Work Allocation Reports
   * About Power BI Dashboards
   * Resource Utilization - Power BI Reports
   * Project Documents Dashboard - Power BI
   *  Portfolios Videos
 * Getting Started
   * Onboarding Training
     * Level 1: BrightWork 365 Basic Orientation
       * What is BrightWork 365?
       * BrightWork 365 Structure
       * Technologies Used
       * Navigating BrightWork 365
       * Starter Project Templates
       * What is a BrightWork Customer Success Partner?
       * Pricing and FAQs
     * Level 2: Role Based Training Guides
       * Training Introduction
       * Sample Training Syllabus
       * BrightWork Champion
       * Project Requester
       * Project Manager
       * Team Member
       * Senior Executive
       * System Administrator
       * Business User Extended Training
   * Training Videos
     * Orientation
       *  BrightWork 365 Orientation
       *  Technologies Used
     * Requests
       *  Overview Demo
       *  Under a Minute: Create a New Request
       *  Request Approval Process
       *  Canceling In Progress Approvals
     * Projects
       *  Create Projects Without a Request
       *  Project Stage Approval Process
       *  Task Management
       *  Actions
       *  Costs
       *  Communications
       *  Work Reports
       *  Status Reporting
       *  Archive Projects
       *  Under a Minute: Create a Task
       *  Under a Minute: Add a Document
       *  Under a Minute: My Work
       *  Under a Minute: Audit History
     * Portfolios
       *  Portfolios
       *  Programs
       *  Status Reporting
       *  Under a Minute: Create a Program
     * Interface
       *  Microsoft Teams
       *  Microsoft Excel
       *  Power Apps Views & Charts
       *  Power BI Dashboard Reports
       *  Under a Minute: Project Documents Power BI Report
     * Configuration
       *  Overview of Configuration Options
       *  Request and Project Templates
       *  Under a Minute: Configure a Personal Chart
       *  Edit Choices in a Managed Solution
     * Administration
       *  User Management
       *  BrightWork Security Roles Details
     * Webinars
       *  New Release September 2023
       *  Project Task Management on Microsoft 365 [Sep 2023]
       *  Best Practices for Deploying a PPM Solution on Microsoft 365 [May
         2023]
       *  Control the Project Lifecycle [Apr 2023]
       *  Start the Right Projects At the Right Time [Mar 2023)
       *  New Release February 2023
       *  Manage Costs & Budgets [Jan 2023]
       *  Configuring BrightWork 365 [Dec 2022]
       *  Project & Portfolio Status Reporting [Nov 2022]
       *  Project Task Management [Aug 2022]
       *  Project Management Best Practices [Jul 2022]
       *  Control Programs and Portfolios [May 2022]
 * Customer Success
   * What is a BrightWork Customer Success Partner?
   * BrightWork 365 Solution Services
   * 3D Deployment Process Overview
   * 3D Deployment Process Deep Dive
   * Customer Success Training Syllabus
   * Add a BrightWork Customer Success Local User
 * Interface
   * Document Management
   * Views & Charts
   * Microsoft Teams
   * Microsoft Excel
   * Microsoft OneNote
   * Search
   *  Interface Videos
 * Customization
   * Configuration
     * Configure User Security Roles
     * Configure Personal Options
     * Configure a Personal View
     * Configure Personal Charts
     * Configure Form, Request & Project Templates
     * Form Configurator
     * Form Configurator Best Practices
     * Create a Content Template
     * Bulk Copy Data Between Columns
     * Edit Choices in a Managed Solution
     * Configure Default Template Approval Labels
     *  Configuration Videos
   * Customization
     * Read First: Customization Notes
     * Add a New Form Tab
     * Add a New Form Section
     * Customize Tables
     * Customize Site Maps
     * Add a Custom Logo
     * Customize Power BI Dashboards
     * Customize Other Elements
     * Add a Choice Column Using a Table Lookup
     * Using Power Automate to Set the Value of a Lookup Column
     * Copy Data from Custom Request Columns to Custom Project Columns
 * Administration
   * Find Your BrightWork 365 Version Number
   * Pre-Install Power Platform Environment Instructions
   * Product Licenses | BrightWork 365 Installation
   * Add the BrightWork 365 App as a Desktop App
   * Post Installation Verification Checklist
   * Upgrading BrightWork 365
   * Post Upgrade Verification Checklist
   * Custom BrightWork Forms and App Upgrades
   * Import a BrightWork Custom Solution
   * BrightWork User Management
   * BrightWork Security Roles Details
   * Add an External Guest User
   * Microsoft Teams Admin Guide
   * Managing the SharePoint Throttling Limit
   * Add BrightWork Tables to Dynamics 365 App for Outlook
   * Telemetry Data
   * Environment Backups
   * Uninstall BrightWork 365
   *  Administration Videos
 * Release Notes

 * Full PDF Download




BRIGHTWORK 365 KNOWLEDGE BASE

Get up to speed on BrightWork 365 with these guides and videos


REQUESTS

Overview Demo
Extended Demo


PROJECTS

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PORTFOLIOS

Portfolios
Programs
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video.




GETTING STARTED

In this Getting Started section you'll find helpful resources for BrightWork 365
orientation, role-based training, and a variety of training videos organized by
topic.






CUSTOMER SUCCESS




INTERFACE







CUSTOMIZATION

As BrightWork is built on the Microsoft Power Platform, a highly configurable
and customizable platform, customers have the option to choose either
configuration or customization (or both) to deliver on project management
requirements. Configuration primarily refers to changes to environment settings
(e.g., applying user security roles), as well as creating and updating templates
and reports. Customization primarily refers to any change to a solution object
that can be moved within a custom solution to another Power Platform
environment. These changes are typically done in the Make area of Power Apps.

We recommend those new to BrightWork 365 work alongside a BrightWork Customer
Success Partner to customize BrightWork 365. See the Deployment section of this
knowledge base for more information.


ADMINISTRATION





RELEASE NOTES





POPULAR ARTICLES

 * Product Licenses | BrightWork 365 Installation
 * Release Notes
 * BrightWork User Management
 * 3D Deployment Process Deep Dive
 * Import Project Gantt Tasks
 * See more....


NEW ARTICLES

 * Add the BrightWork 365 App as a Desktop App
 * Form Configurator Best Practices
 *  New Release September 2023
 *  Administration Videos
 *  Configuration Videos
 * See more...


UPDATED ARTICLES

 * Portfolio & Program Status Reporting
 * Project Status Reporting
 * BrightWork 365 Starter Project Templates
 *  BrightWork 365 Orientation
 * What is BrightWork 365?
 * See more...

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