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  1. Install & License Notes

    Install and license notes for BrightWork 365.
  2. Release Notes

    Installation and upgrade information can be found in the Knowledge Base Administration category. 2026-3 Senior Executive: Portfolio Oversight (New Gantt 1.0) What is it? The new Portfolio Gant...
  3. User Management

    2026-3 Definitions Security: Methods for protecting the system as a whole and the data housed within the system. Security is cumulative.  User Security: Defines user access to Tables, Columns, Rows, etc., in...
  4. 3D Deployment Process Deep Dive

    Introduction Introduction Summary Audio  Download audio Pre-Handover Call Activity Your BrightWork Representative will schedule a deployment kick-off call and the handover to your BrightWork Customer Success Partner . Prior to the...
  5. Security Role Details

    2026-3 BrightWork 365 provides multiple security roles to choose from, each with a different purpose. The roles noted below are grouped by how they are used in the solution. For more granular security role details see the spreadsheet  B...
  6. Tasks Gantt

    2026-3 This article is for Projects created in  BrightWork 365 version 2026-1 and later . For all other versions, see the older article version tabs at the top of this article. To determine the BrightWork 365 version the project was cre...
  7. Request Approval Process

    2026-3 & 2026-2 Project Management Context Projects may start with a decent idea, but that doesn’t guarantee their success. Starting the wrong project at the wrong time is the best way to waste valuable time and resou...
  8. Pre-Install Power Platform Environment Instructions

    We strongly recommend working alongside the BrightWork Support team to initiate the pre-install process, as this will ensure proper procedures are followed; this service is included as part of the BrightWork 365 Start Service . Customer...
  9. Catalog of Customizations

    Introduction BrightWork 365 out of the box can satisfy the most critical aspects of project and portfolio management and can be configured to provide the added flexibility your organization may need. To take the solution even fu...
  10. Import Project Gantt Tasks

    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 likely to be a practical ...