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Created On: 09/22/2026
in Projects 2026-3 Project Management Context Archiving projects rather than leaving them active preserves data integrity and significantly reduces operational clutter across your portfolio. When finished initiatives are archived, real-time reporting does n...
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Created On: 09/15/2026
in Portfolios
2026-3 Project Management Context The Portfolio Gantt is a high-level, read-only timeline for portfolios that displays programs and projects in a single executive view, enabling leadership teams to understand portfolio progress, timing, and de...
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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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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
2026-3 & 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 ro...
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Created On: 07/07/2026
in Portfolios
2026-3 & 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 Micros...
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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...
