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  1. Installing BrightWork 365 & License Notes

    See also Pre-Install Power Platform Environment Instructions . Prior to installing or upgrading BrightWork 365 please contact BrightWork Support to schedule a technical consultation to ensure all prerequisites are in place for a succes...
  2. Release Notes

    Installation and upgrade information can be found in the Knowledge Base Administration category. 2025-1 Projects To learn more about how to manage Projects, click   here .   Flexible Calendaring In this release we ...
  3. User Management

    2025-1 & 2024-2               Definitions Security: Methods for protecting the system as a whole and the data housed within the system. Security is cumulative.  User Security: Defines us...
  4. Security Role Details

    2025-1 & 2024-2       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 ...
  5. 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...
  6. 3D Deployment Process Deep Dive

    Introduction Introduction Summary Audio  Download audio  Pre-Handover Call Activity Your BrightWork Representative will schedule your deployment kickoff call and the handover to your BrightWork Customer Success Partner . Prior to t...
  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. Gantt Chart & Task Management

    2025-1 Your browser does not support HTML5 video. Project Management Context Planning a project prior to completing the build out of tasks in the Gantt will pay dividends throughout the full duration of the project. Planning is ...
  9. What is BrightWork 365?

    Built on Microsoft 365 and Microsoft Power Platform, BrightWork 365 is a flexible, complete project and portfolio management solution.
  10. 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 > Program section of the Site Map, click i...