BrightWork FAQ | Configuring BrightWork

How can I add columns to a list or report?

Adding columns to a list like Project Tasks or the Project Statement is a good way to record more data than appears out of the box. BrightWork has many columns that are available out of the box, but are deactivated. You should check to see whether you can get what you want just by activating one of these columns.

If your column cannot be found in our templates by default, you can add a column in different places. BrightWork Site Columns are columns that exist for the entire site, meaning that they will be available for every project in your collection. You can also just add a regular column to a list if you do not mind the reduced visibility.

Adding a site to the Site Columns list is a few simple steps:

1. Click Home to go to the site collection home page.
2. Click the settings cog in the top right and click Site settings.
3. Click Site Columns and then click Create.
4. Give the column a name and a column type, then pick the settings you want.
5. Once you're finished, click OK.

You can then add this to a list:

1. In the list you want to customize, click the List tab at the top of the screen and click List Settings.
2. Click Add from existing site columns, then select the column and click OK.
3. You should then adjust the column ordering to place it where you want in the list.

Adding a column directly to a list is just a couple of steps:

1. In the list you want to customize , click the List tab at the top of the screen and click Create Column.
2. Give the column a name and type, then pick the settings you want.
3. Once you're finished, click OK.

Once you have added the column to your list, you should then add it to your reports.

There are many things you can do with columns and lists, so you should check out the full help articles by clicking Go Deeper.

Go deeper

How can I add a list?

1. Click the settings cog in the top right and click Site contents.
2. Click Add an app.
3. Click one of the list icons, eg. Project Phases (BrightWork). Give that list a name.

You will now see this list in the Recent section of the Quick Launch, so edit the Quick Launch to put it in an appropriate position.

Go deeper

How can I sync template changes to my projects?

Making changes to your templates is the best way to keep your projects fresh and up-to-date. Capturing the improvements you make while running projects can speed up new project creation. BrightWork Design Sync is a feature that pushes any changes you make to the templates to the project based on it.

1. In the project you want to sync, click the settings cog in the top right and click Site settings.
2. Click Synchronize with Template.
3. Select what options you want to synchronize. Make sure you know what columns and pages are being synced so you do not lose anything.
4. When you are happy, click Sync.

Go deeper

How can I reuse a web part?

Reusing a web part is a great way to capture changes for use over multiple sites.

1. Click the Page tab at the top of the screen, then click Edit Page.
2. Click the down arrow on the web part you want to save and click Export.
3. Pick a suitable location to save to and click Save.

Once you have your web part exported, you can then import it to any page you want, or add it to the main web part collection.

1. Click the Page tab at the top of the screen, then click Edit Page.
2. Click Add a Web Part in any section.
3. In the new window that appears, click the down arrow next to Upload a Web Part, then click Choose File.
4. Once you've picked your file, click Upload.

Now you'll find your uploaded web part in the Imported Web Parts category, ready to be added when you click Add a Web Part in the Edit Page screen.

Go deeper

How can I create a new metric?

1. In the Metrics list, click the Items tab at the top of the page, then click the down arrow next to New Item and pick which metric you want to add.
2. Give the metric a title and description and a unique ID.
3. Select a category for the metric, then fill out the details. You should refer to the relevant metric help article for specifics.
4. Once you've finished, click Save.

Go deeper

How can I enable versioning and check-out?

1. In the Document library, click the Library tab at the top of the page, then click Library Settings.
2. Click Versioning settings.
3. Set the version history and check-in options as you want.

Go deeper

What permissions are required for BrightWork?

Certain BrightWork features require specific permissions. The following table is a high-level overview of basic actions and their required minimum permissions.

Action	Minimum Permission
View items and pages	Read access
Add or update content, eg. tasks	Contribute access
Personalize a report	Contribute access
Create projects and templates	Design access

For more detailed information, see the About BrightWork and SharePoint Security page.

Go deeper

How can I edit the quick launch?

1. Click the settings cog in the top right and click Site settings.
2. Click Quick Launch.
3. Click the Edit icon by each item to edit the title and select the heading.

Use the New Navigation Link, New Heading or Change Order links to customize the quick launch further.