Popular Articles

  1. Power BI Dashboards Overview

    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-level, easy-to-consum...
  2. Work Allocation Reports

    2025-2 Project Management Context In order to mitigate any potential lack of visibility and communication leading to challenges for project team members, BrightWork 365 provides an easy method to find and report ...
  3. Resource Utilization - Power BI

    Your browser does not support HTML5 video. Project Management Context Managing resources effectively is fundamental to project success as it helps in controlling costs, optimizing productivity, minimizing risks, ensurin...
  4. Portfolios

    2025-2 Your browser does not support HTML5 video. Project Management Context Portfolios are the highest parent level within the BrightWork 365 hierarchy. Portfolios consist of child Programs and all of the Projects within the respecti...
  5. Communications

                    Project Management Context The BrightWork 365 Communications tab provides a comprehensive method for capturing various communication related activities at the project, program, or portfolio level. T...
  6. Project Stage Approval Process

    2025-2 Your browser does not support HTML5 video. Project Management Context Most projects benefit greatly from having a control process in place to move them along from one stage to the next while they are in execution. Without any ...
  7. Views & Charts

    2025-2 Deleting a row of data from any View cannot be undone. System Views The various BrightWork 365 site map sections such as Requests, Projects, and Portfolios, each come with their own set of out of the box system views, in ...
  8. Read First: Customization Notes

    This article is for BrightWork 365 Release February 2023 (v1.6) and newer. Beginning with release September 2023 (v1.8) BrightWork 365 also includes the Form Configurator for an easier and preferred method for hiding/unhiding Project Template...
  9. Projects Area Components

    The high-level structure of BrightWork 365 consists of the areas Requests, Projects, and Portfolios.
  10. Import a BrightWork Custom Solution

    Import a Custom Solution Supplied by BrightWork If you import a solution into a managed environment, the Power Platform Solution Checker automatically runs. This means that environment Sys Admins will likely get an email indicating that many high ...