Popular Articles

  1. Customize Power BI Dashboards

    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...
  2. Work Allocation Reports

    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 on work using a te...
  3. Power BI Dashboards Overview

    2026-3 & 2026-2 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-consume Dashboards. Using Power BI ...
  4. Navigating BrightWork 365

    This article will help you understand the main navigation elements of the BrightWork 365 interface.
  5. BrightWork 365 Start Plans

    Introduction BrightWork Customer Success Partners work alongside customers to deploy BrightWork 365 using a structured rollout plan, with flexible options of 30, 60, or 90 day Start deployments. Initial deployments are accelerated by using suff...
  6. Project Stage Approval Process

    2026-3 & 2026-2 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 form of control, t...
  7. Resource Utilization - Power BI Dashboard

    2026-3 & 2026-2 Project Management Context Managing resources effectively is fundamental to project success as it helps in controlling costs, optimizing productivity, minimizing risks, ensuring quality, maintaining ti...
  8. Portfolios

    2026-3 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 respective Programs. Your BrightWork 365 environment can...
  9. Costs & Budgets

    The BrightWork 365 Costs tab provides a comprehensive method for capturing and tracking budgets and costs at the project and individual cost item levels. When a user is assigned to a cost, the Assignment table of the app is updated...
  10. Project Actions

    Project Management Context Not all activity in a project rises to the level of a planned Gantt task. There is a lot of other work that needs to get done outside of the Gantt tab, all of which can be categorized as 'Actions'. The Actio...