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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...
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Last Updated: 08/28/2026
in Portfolios
Project Management Context
Status reporting is an extremely efficient method for keeping multiple stakeholders informed about how portfolios and programs are progressing. Crucial information...
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Last Updated: 04/25/2023
in Administration Microsoft Dynamics 365 App for Outlook allows you to track an email in your inbox against a record in BrightWork 365. By default, the only tables you can do this against are Accounts and Contacts. Should you wish to track against other tables (e.g...
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Last Updated: 07/21/2026
in Administration
The BrightWork 365 app can be added as a desktop app via tools included with the Microsoft Edge and Google Chrome browsers.
Microsoft Edge
Open your BrightWork 365 webpage using Microsoft Edge and select the ellipsis on the top righ...
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Last Updated: 06/18/2026
in Requests
This article is for BrightWork 365 Release Sep 2023 (v1.8) and newer. If you are using a Version 1 Project Request (deprecated), in order to avoid error messages when trying to save a request, your BrightWork 365 administrator will need to ed...
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The Start Service uses the BrightWork implementation process called 3D (Design, Deliver, Deploy). 3D is a clear, transparent, and practical change management process focused on the project management needs of your group. We work with you every ...
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Last Updated: 09/02/2026
in Interface & Integration
This article is for Projects, Programs, and Portfolios created in BrightWork 365 version 2025-2 and later. For all other solution versions, see the older article version tabs at the top of this article.
How to...
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Last Updated: 06/06/2026
in Interface & Integration
View Excel Data in BrightWork 365
When Microsoft Excel is added to Power Apps, Excel becomes a data source. You can view the Excel table data within Power Apps. For more information see this View Excel Data article.
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