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  1. Product Licenses and BrightWork 365 Installation

    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 successful installation. To contact BrightWork Support use the Contact Us link a...
  2. Release Notes

    Installation and upgrade information can be found in the Knowledge Base Administration category. February 2023 (v1.6) Your browser does not support HTML5 video. Request Templates & Project Templates Approvals in BrightWork 365 ...
  3. 3D Deployment Process Deep Dive

    Introduction Introductory Call Agenda Introductions. Review the meeting agenda and objectives. Review Desired Outcomes and Value Expected. Go over the BrightWork 3D deployment process. Start the Design stage (optional). Introduce the Por...
  4. BrightWork User Management

    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 the Power Platform Dataverse. Indi...
  5. What is BrightWork 365?

    Built on Microsoft 365 and Microsoft Power Platform, BrightWork 365 is a flexible, complete project and portfolio management solution.
  6. 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 lower limit based on perform...
  7. BrightWork Security Roles Details

    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 BrightWork 365 ...
  8. Technologies Used

    BrightWork 365 ties together several solutions, including those in your instance of Microsoft 365, allowing you to fully leverage your investment in this powerful platform.
  9. 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, c...
  10. Document Management

    Overview Documents in BrightWork 365 are stored in your SharePoint Online site. During the installation of BrightWork 365 the SharePoint site and accompanying document library were created for the environment. A folder in this document libr...