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Short Demo on brightwork.com (3:45) Extended Demo (39:16) Your browser does not support HTML5 video. ...
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Last Updated: 10/09/2023
in Administration
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Who Is This Guide For?
This guide is geared to the customer organization's BrightWork Champion, the person responsible for the initial in-app setup of BrightWork 365, including the Program and Portfolio structure, prior to starting the manage...
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Last Updated: 07/22/2026
in Portfolios
Project Management Context To enable project Gantt schedules to accurately reflect the organization's work practices, users with the BrightWork PMO Manager or System Administrator security role have the ability to set and update global calend...
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Last Updated: 06/18/2026
in Projects
Project Management Context
To enable project schedules to accurately reflect an organization's work practices, and to provide additional flexible scheduling options, users with the BrightWork PMO Manager security role or System Adminis...
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Last Updated: 06/09/2026
in Administration
In order to determine BrightWork 365 app activity for a given user, follow the steps in one of the methods documented below.
Access Auditing is forward tracking only.
Method 1 - Classic UI
Navigate to https://...
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2026-2
Project Management Context
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 selec...
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Last Updated: 04/19/2022
in Customization Configuration
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Last Updated: 02/09/2026
in Customization Customization
When using Power Automate to set the value of a Lookup column in an unmanaged solution, you must wrap the value in a lookup table plural value (classic name for this is Entity Set Name). To get this value, open the table in the Metadata B...
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Last Updated: 11/19/2025
in Administration
Project Management Introduction If you have an older custom form that is based on an out of the box form that has since been upgraded with new features you would like to utilize, this can be accomplished by either: Applying your customizations ...
