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Last Updated: 02/10/2026
in Portfolios
2026-1
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Project Management Context
Programs are the first child level under Portfolios, with Portfolios being the highest level in the BrightWork 365 hierarchy. It allows u...
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Last Updated: 06/16/2022
in Administration Removing a Solution or an Environment deletes all the associated data. This should be done with extreme caution. You need to be a Power Platform Administrator to carry out these steps. You have two options to remove BrightWork 365 from you...
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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...
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Last Updated: 02/25/2025
in Administration
It is a recommended best practice to run through a series of tests to verify that an installation has completed successfully in your environment. This article outlines some initial tests that can be performed to assist with this verificati...
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In order to collaboratively work on customizations together with BrightWork, you will need to add a BrightWork Customer Success local user to your Microsoft 365 tenant and Power Platform development environment: Navigate to the Microsoft 365 Ad...
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Last Updated: 11/07/2024
in Projects
Located in the Admin Area > People section of the app, the Accounts feature provides a location to store information about external organizations such as vendors and contractors. This data can be used in other areas of BrightWork 365 including a...
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Last Updated: 01/14/2026
in Administration
There are a number of options available to enable 3rd party access to BrightWork 365 content. Determining which of the below might be the most appropriate would likely be for a conversation with your IT admin and depend on the project or 3rd par...
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Last Updated: 12/10/2025
in Projects
Located in the Admin Area > People section of the app, the Contacts feature provides a location to store information about people external to your organization such as vendors and contractors. These contacts can also be used to assign primary co...
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Last Updated: 12/10/2025
in Customization Configuration
To configure Personalization Settings such as time zone, and formats for number, currency, time and date:
Select the Settings gear at the top of the BrightWork 365 app.
Select Personalization Settings .
Personal Tim...