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Last Updated: 09/08/2026
in Projects Project Templates
2026-2
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...
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Last Updated: 08/28/2026
in Projects
2026-2
Project Management Context
Status reporting is an extremely efficient method for keeping multiple stakeholders informed about how projects are progressing. Crucial information such as a project's overall status a...
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Last Updated: 06/17/2026
in Projects
2026-2
BrightWork 365 ships with Starter Project Templates out of the box - see article BrightWork 365 Starter Project Templates for details.
When creating projects and choosing their programs and portfolios, conside...
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Last Updated: 09/02/2026
in Interface & Integration
2026-2 & 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.
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Built on Microsoft 365 and Microsoft Power Platform, BrightWork 365 is a flexible, complete project and portfolio management solution.
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Last Updated: 08/14/2026
in Projects Project Templates
2026-2
Project Management Context
The Actual Project Manager of the source project and users given the BrightWork PMO Manager security role have the option to create a special type of template from an existing project t...
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Last Updated: 07/13/2026
in Portfolios
2026-2
Project Management Context
Organizations do not always want to have entirely open access to their portfolio of projects but rather need to take a more granular approach to security and access, while other...
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Last Updated: 06/09/2026
in Customization Configuration
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...
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Last Updated: 02/09/2026
in Customization Customization
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...
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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.
