Popular Articles

  1. BrightWork 365 Starter Project Templates

    2025-2 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...
  2. Request Approval Process

    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 wrong time is the best way to waste valua...
  3. 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...
  4. Document Management

    2025-2 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. Ho...
  5. Create Projects

    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. When creating ...
  6. 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.
  7. Navigating BrightWork 365

    This article will help you understand the main navigation elements of the BrightWork 365 interface.
  8. Configure Form, Request & Project Templates

    2025-2 & 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...
  9. Project Status Reporting

    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 information such...
  10. Content Templates

    2025-2                                             Project Management Context Users have the option to create a special type of template from an existing project that will inc...