Popular Articles

  1. Document Management

    2026-1 This article is for Projects, Programs, and Portfolios created in BrightWork 365 version 2025-2 and later. For all other solution versions, see the older article version tabs at the top of this article. ...
  2. Create Projects

    2026-1 & 2025-2 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. ...
  3. BrightWork 365 Starter Project Templates

    2026-1 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 selec...
  4. Request Approval Process

    2026-1 & 2025-2 Your browser does not support HTML5 video. Project Management Context Projects may start with a decent idea, but that doesn’t guarantee their success. Starting the wrong project at the wron...
  5. Project Status Reporting

    2026-1 & 2025-2 Your browser does not support HTML5 video. Project Management Context Status reporting is an extremely efficient method for keeping multiple stakeholders informed about how projects are progressing. Crucial informa...
  6. Customize Power BI Dashboards

    Introduction To customize BrightWork 365 Power BI reports, the user will need Read access to the tables that they want to report on - BrightWork Project Manager would suffice in most cases. If there are custom tables they want to report...
  7. 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.
  8. Content Templates

    2026-1 & 2025-2                                                         Project Management Context Users have the option to create a special type of template from an exi...
  9. Configure Form, Request & Project Templates

    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 > Fo...
  10. Navigating BrightWork 365

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