Popular Articles

  1. 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 further, and t...
  2. Customize Power BI Dashboards

    Introduction This article is for BrightWork 365 Release February 2023 (v1.6) and newer. To customize BrightWork 365 Power BI reports, the user will need Read access to the tables that they want to report on - BrightWork Project Man...
  3. Request Approval Process

    This article is for BrightWork 365 Release Sep 2023 (v1.8) and newer. Project Management Context Projects may start with a decent idea, but that doesn’t guarantee their success. Starting the w...
  4. BrightWork 365 Starter Project Templates

    2025-1 Project Management Context Not having a standard way to plan and manage projects is a common challenge among project managers. This is why adopting a configurable template approach from project selection to project close is c...
  5. 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.
  6. Navigating BrightWork 365

    This article will help you understand the main navigation elements of the BrightWork 365 interface.
  7. Create Projects

    2025-1 BrightWork 365 ships with 5 Starter Project Templates out of the box: Project Light, Project Standard, Project Structured, Product Update, and New Product Idea. For template details, see the Templates article. When...
  8. Power BI Dashboards Overview

    2025-1 & 2024-2 Your browser does not support HTML5 video. Project Management Context Project teams are generating more data than ever. In order to achieve success, project managers need to compile all of this information into high-leve...
  9. Document Management

    2025-1 & 2024-2               Documents in BrightWork 365 are stored in your organization's BrightWork 365 SharePoint site. During the installation of BrightWork 365 the SharePoint site and accompany...
  10. Configure Form, Request & Project Templates

    2025-1 Users need the BrightWork Template Editor security role to access the Templates Area and to configure templates. BrightWork 365 Form Templates Form Templates can be accessed by clicking into Templates Area > Form Templates...