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Created On: 07/08/2026
in Portfolios
2026-2
If you need to manage project access for individual users by exception after setting up Portfolio Security, see Project Security & Access .
Only users with the System Administrator security role can ma...
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Created On: 07/07/2026
in Portfolios
2026-2
BrightWork 365 supports the option to implement business unit security in Power BI reports, with some caveats noted below. Business unit security is enabled by setting the enforcement of Row Level Security (see Microsoft Learn...
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Created On: 06/08/2026
in Portfolios
Overview Power BI can be integrated directly into PowerPoint to create
dynamic, interactive project status presentations. Instead of manually copying screenshots, you can embed live
Power BI reports into slides that update automatically and
a...
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Created On: 06/08/2026
in Portfolios
Overview
Power BI subscriptions allow users with the BrightWork Project Manager or BrightWork PMO Manager security role to automatically receive and distribute updates from key reports without needing to log into BrightWork 365 or Power BI ...
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Created On: 06/05/2026
in Portfolios
Project Management Context The Portfolio and Projects - Power BI Dashboard consolidates fragmented data from various projects into a single, interactive executive overview. Its primary purpose is to bridge the gap between strategic bus...
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Created On: 06/05/2026
in Portfolios
As referenced in the Install Guide , in order for the My Work Power BI reports to function properly for a user they must be added to the Power BI Workspace with Viewer access (Admin access will display work for all users, not...
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Created On: 05/08/2026
in Portfolios
2026-2
Introduction
The BrightWork 365 Project Management Insights - Power BI report gives insights into who is accessing BrightWork 365; what audited changes are being made to records; what areas are being interacted with; and w...
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Created On: 05/05/2026
in Projects Project Templates
2026-2 Project Management Context The needs of a project can change over time. A template ideal for the initiation phase, that focuses on high-level goals and stakeholder alignment, may later require a more structured template that allows ...
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Created On: 03/25/2026
in Requests
Introduction Support for legacy templates was removed in BrightWork 365 2026-2. These steps describe how to switch any request that uses the legacy Template model to the newer Request Template model. These steps assume that you know ...
