New Articles

  1. Team Member

    Who Is This Guide For? This guide is aimed primarily at team members; however, any member of the organization who will be using BrightWork 365 and is new to the Power Platform will also benefit from this guide. Prerequisites We su...
  2. Project Manager

    Who Is This Guide For? This guide is primarily aimed at Project Managers who will be using BrightWork 365 to manage projects. However, this guide will also be useful for any member of the organization who will be using BrightWork 365 extensivel...
  3. Project Requester

    Who Is This Guide For? This guide is aimed primarily at members of the organization who will be using BrightWork 365 to submit requests for projects that will be created through the Request process. Prerequisites We recommend first familiariz...
  4. BrightWork Champion

    Who Is This Guide For? This guide is geared to the customer organization's BrightWork Champion, the person responsible for the initial in-app setup of BrightWork 365, including the Program and Portfolio structure, prior to starting the manage...
  5. Request Form Details

    This article is for BrightWork 365 Release Sep 2023 (v1.8) and newer. Request Tabs Request Details The Request Details tab contains fields relevant to moving the request process forward as well as fields that will be cop...
  6. Request Approvals in Microsoft Teams

    This article is for BrightWork 365 Release Sep 2023 (v1.8) and newer. Approvals in Microsoft Teams In addition to reviewing and acting on approval requests via the automatically generated approval request emails, you can also do so within Mi...
  7. Import Project Gantt Tasks

    2025-1 & 2024-2 The BrightWork Team Member security role is required to import tasks. There is a technical limit of 1,000 tasks for the Gantt, but in order to have a reasonably responsive Gantt there is ...
  8. Project Stage Approval Process

    2025-1 & 2024-2 Project Management Context Most projects benefit greatly from having a control process in place to move them along from one stage to the next while they are in execution. Without any form...
  9. Content Templates

    2025-1                                             Project Management Context Users have the option to create a special type of template from an existing project that will inclu...
  10. What is a BrightWork Customer Success Partner?

    A BrightWork Customer Success Partner is not just a team member; they are your dedicated partner in achieving project management success. With their extensive knowledge of project management processes, best practices, and templates that harness ...