New Articles

  1. Approver Review and Project Creation

    Approver Review and Project Creation After the project request has been accepted by the Receiver, the Receiver will complete filling in the remaining Project Details fields, including the Approvers field; the Approvers field doe...
  2. Power BI Reports

    BrightWork 365 Power BI Reports In order to use BrightWork 365 Power BI Reports, users must have a Microsoft  Power BI Pro license or E5/G5 plan (which includes PBI), and at least Viewer permission for the rel...
  3. Program & Portfolio Management

  4. Programs

    Programs Introduction A Program is the first child level of a Portfolio. It allows users to group related projects together in order to manage and report on them in a coordinated way. Creating Programs Click i...
  5. Portfolios

    Portfolios Introduction Portfolios are the highest parent level within the BrightWork 365 hierarchy. Portfolios consist of child programs and all the projects within their respective programs. Your BrightWork 365 e...
  6. Microsoft Teams Admin Guide

    Create a Microsoft Team for a BrightWork 365 Program Before creating a Microsoft Team for a BrightWork 365 program check if one has already been created and assigned to the program:  In the Portfolios Area > Program section, click in the ...
  7. BrightWork Security Roles Details

    BrightWork 365 provides multiple security roles to choose from, each with different purposes. The roles noted below are grouped by how they are used in the solution. For more granular security role details see the spreadsheet BrightWork 365 Securit...
  8. Task Management

    The Gantt section of a project is the main area for task management Create a New Task Click into the Gantt tab within a project. You can add a new task in a couple of ways: In the Gantt menu click +...
  9. Power Apps Dashboards

    The Dashboards section of the Reports area contains multiple Power Apps reports, each with many views of their own for further drilling down into details. The first series of chart category to display will be whichever was set as the default. ...
  10. Portfolio & Program Costs

    The BrightWork 365 Costs section of portfolios and programs provides a method for rolling up project budgeted and actual costs. Portfolio & Program Level Cost Tracking To enter the Costs section, click on the Costs tab of a portfolio or progra...