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Last Updated: 07/15/2025
in Administration
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 succ...
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Last Updated: 02/25/2025
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 ...
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Last Updated: 04/07/2025
in Administration
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 user access to Tables...
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Last Updated: 05/12/2025
in Administration
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 ...
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Last Updated: 02/13/2025
in Administration
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...
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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...
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Last Updated: 07/11/2025
in Projects
2025-1
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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...
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Last Updated: 02/25/2025
in Projects
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 ...
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Last Updated: 06/26/2025
in Customization Customization
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 further, and t...
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Built on Microsoft 365 and Microsoft Power Platform, BrightWork 365 is a flexible, complete project and portfolio management solution.