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Last Updated: 08/08/2025
in Customization Configuration
Configure a Personal Chart
Click Show Chart at the top of a view's page.
Click the ellipses next to an existing system chart you would like to use as the basis for your personal chart, choose Save As in t...
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A BrightWork Customer Success Partner is not just a team member; they are your dedicated partner in achieving project management success. With their extensive knowledge of project management processes, best practices, and templates that harness ...
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Last Updated: 06/29/2026
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: 06/18/2026
in Projects
Project Management Context
A risk is an unplanned event that has some reasonable likelihood of occurring and would likely have an impact on a project, program, or portfolio. Although risks do not have a certain probability of oc...
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Last Updated: 11/07/2024
in Portfolios
2025-1 & 2024-2
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,...
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Last Updated: 12/10/2025
in Portfolios
The BrightWork 365 Costs tab in Portfolios and Programs provides an easy method for rolling up Project budgets and costs.
Portfolio & Program Level Cost Tracking To enter the Costs section, click on the Costs tab of a portfolio o...
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Who Is This Guide For? This guide is aimed primarily at members of the organization who will be using BrightWork 365 to submit requests for projects that will be created through the Request process. Prerequisites We recommend first familiariz...
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Last Updated: 10/15/2024
in Administration It is a recommended best practice to run a set of tests to verify that an upgrade has completed successfully in your environment. This article outlines some initial tests that can be performed to assist with this verification. You can also choose ...
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Last Updated: 02/19/2025
in Customization Customization
This article is for BrightWork 365 Release February 2023 (v1.6) and newer.
Navigate to https://make.powerapps.com/ .
Select the BrightWork 365 environment.
Click Apps on the left nav.
Click on BrightWork 36...
