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Last Updated: 07/09/2025
in Portfolios
2025-1 & 2024-2
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, 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. System Charts Charts let you see table data in a visual manner. To create a system chart, rather than modi...
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Training Introduction This role-based training content is used by our BrightWork Customer Success Partners as part of BrightWork 365 Service Offerings . This sample content can be adjusted by the BrightWork Champion along with the Customer...
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Last Updated: 02/25/2025
in Portfolios
2025-1 & 2024-2
The Project Documents Power BI Dashboard displays documents from across your projects and includes links for easy access. The report includes documents from:
Project Requests
Project Tasks
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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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Overview
System Charts
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Last Updated: 09/26/2023
in Interface This article is for BrightWork 365 Release February 2023 (v1.6) and newer. Power Apps Search The Power Apps Search function finds records in a table that contain a string in one of their columns. For more information see the Microsoft Search...
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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,...