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Created On: 09/08/2026
in Projects
Project Management Context Lessons learned represent the process of systematically gathering, analyzing, and documenting insights from both successes and failures throughout a project's lifecycle. Rather than treating a finished project as a cl...
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Created On: 09/03/2026
in Customer Success Training
Guide to BrightWork Learn and Customer Success Partner-led Training KEY TAKEAWAYS
BrightWork Learn builds consistent foundational knowledge at each learner's own pace.
Customer Success Partner-led training helps teams apply tha...
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This video demonstrates most of the key items and actions you will want to consider when getting started with project and portfolio management in BrightWork 365.
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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
Project Management Context The My Work dashboard is a personalized workspace that displays work assigned to the currently logged-in user. It provides a centralized location for reviewing assigned tasks, monitoring ongoing responsibilities, and...
