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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...
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Created On: 05/08/2026
in Portfolios
2026-3 & 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 wi...
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Created On: 05/05/2026
in Projects Project Templates
2026-3 & 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 tha...
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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 ...
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Created On: 03/25/2026
in Projects Project Templates
Introduction Support for the legacy templates were removed in BrightWork 365 2026-2. These steps describe how to switch any project that use the older Templates model to the Project Templates model. These steps assume that you know which Projec...
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Created On: 02/19/2026
in Interface & Integration
Overview Improve project management efficiency and achieve better operational insight by integrating BrightWork 365 with other applications and key data from your business. Power Platform connectors allow your BrightWork 365 application to ‘...
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Created On: 10/23/2025
in Projects
2026-3 Project Management Context Planning a project prior to completing the build out of tasks will pay dividends throughout the full duration of the project. Planning is a team sport, and gaining input and understanding from the larger ...
