Popular Articles

  1. Project Status Reporting

    2024-03 Status Tab The Status tab displays current metrics and KPIs about the project. The Schedule date values will automatically populate based on work item dates, and the values for Project Status, % Complete (Percent Complete), ...
  2. BrightWork 365 Solution Services

    In addition to the Support service and Project Management Success Review (see agenda below) that are part of the BrightWork 365 subscription, the following solution services are designed to help you get immediate value from BrightWork 3...
  3. Communications

    2024-03 The BrightWork 365 Communications tab provides a comprehensive method for capturing various communication related activities at the project, program, or portfolio level. To access Communications, click on the Communications  t...
  4. BrightWork 365 Starter Project Templates

    2024-03 Projects Introduction 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 crucial...
  5. Microsoft Teams

    This article is for BrightWork 365 Release February 2023 (v1.6) and newer. With Microsoft Teams integration, BrightWork 365 provides powerful options for staying connected and keeping your projects organized. Each BrightWork 365 Progr...
  6. Customize Power BI Dashboards

    Introduction This article is for BrightWork 365 Release February 2023 (v1.6) and newer. Customization of Power BI reports requires a Microsoft Power BI Pro license or an E5/G5 plan (which includes Power BI), and installation of the Microsoft Pow...
  7. 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 a much preferred and relatively easy method for hiding and showing ...
  8. Create a Content Template

    2024-03 Create a Content Template from an Existing Project       Users have the option to create a special type of template from an existing project that will include the content from that project - these templates are ...
  9. Project Stage Approval Process

    2024-03 In a Nutshell - Project Stage Approval Process Here's a summary of the project stage approval process from start to finish as it operates out of the box: (Optional) A user given the BrightWork Template Editor security r...
  10. Portfolios

    2024-03 Portfolios Introduction Portfolios are the highest parent level within the BrightWork 365 hierarchy. Portfolios consist of child programs and all of the projects within the respective programs. Your BrightWork 365 environment ...