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Last Updated: 03/24/2025
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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Last Updated: 11/15/2024
in Customization Customization
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...
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Last Updated: 04/09/2025
in Requests
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...
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Last Updated: 04/16/2025
in Projects
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...
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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.
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This article will help you understand the main navigation elements of the BrightWork 365 interface.
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Last Updated: 02/25/2025
in 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...
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Last Updated: 03/19/2025
in Portfolios
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...
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Last Updated: 02/25/2025
in Interface
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...
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Last Updated: 02/27/2025
in Customization Configuration
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...