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Last Updated: 12/10/2025
in Projects
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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...
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Last Updated: 11/08/2024
in Administration 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 ...
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The high-level structure of BrightWork 365 consists of the areas Requests, Projects, and Portfolios.
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Who Is This Guide For? This guide is primarily aimed at Project Managers who will be using BrightWork 365 to manage projects. However, this guide will also be useful for any member of the organization who will be using BrightWork 365 extensively....
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Last Updated: 12/10/2025
in Projects
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 categoriz...
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Last Updated: 03/09/2024
in Customization Configuration This article is for BrightWork 365 Release February 2023 (v1.6) and newer. The System Customizer or System Administrator security role is required in the relevant environment to edit choices. If you currently have a custom solution, and a fl...
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Training Introduction This role-based training content is used by our BrightWork Customer Success Partners as part of BrightWork 365 Service Offerings . This sample content can be adjusted by the BrightWork Champion along with the Customer...
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Last Updated: 02/10/2026
in Requests
2026-1 & 2025-2 Request Tabs
Request Details The Request Details tab contains fields relevant to moving the request process forward as well as fields that will be copied over to the related new project that eventually gets created. Af...