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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: 09/22/2026
in Portfolios
The BrightWork 365 Costs tab in Portfolios and Programs provides an easy method for rolling up Project budgets and costs. If some users are not seeing cost and budget figures at the portfolio or program level, ensure that the Costs and Budg...
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Last Updated: 10/09/2026
in Projects
Are there out of the box starter project templates available? Absolutely! See BrightWork 365 Starter Project Templates . Do projects created directly in the Projects module without a request require any approvals? No, users given the Bright...
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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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Last Updated: 01/05/2022
in Administration In order to protect your BrightWork 365 data you will want to ensure your environment is on a backup routine. We recommend checking with your organization's Microsoft 365 Power Platform Administrator to see which local policies and practices are i...
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Last Updated: 06/09/2026
in Customization Configuration
Project Management Context The Form Configurator tool provides users with the BrightWork PMO Manager or BrightWork Template Editor security role the ability to hide or show Project Template Form Tabs, Sections, and Columns with point and clic...
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Last Updated: 06/07/2024
in Customization Customization This article is for BrightWork 365 Release February 2023 (v1.6) and newer. Be sure to first read the Customization Notes article. Site Maps The purpose of a Site Map is to define the navigation for a Power Platform app such as BrightWork ...
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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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Do's Thorough Planning Do: Invest time in comprehensive planning before the deployment. Understand the specific needs and requirements of your organization. Do: Consider user roles, project structures, and data governance to ensure the ...
