Release Notes

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September 2022 (v1.5)

New BrightWork 365 Features and Updates

Enhancements to Status Reporting (Projects, Programs, Portfolios)

Several enhancements have been made to status reporting for Projects, Programs, and Portfolios:

  • In projects you can now choose to have the app automatically set the Health KPI (Green, Yellow, Red), or have it set manually.
  • Status Reports now have their own tab with relevant data exposed in a grid view.
  • Emailed status reports now use HTML output instead of Microsoft Word.
  • Quick Create has been replaced with the full form experience.
  • Improved historical reporting.

Power BI Dashboard Reporting

  • Power BI Dashboard reports are now divided into three pages for quicker refresh: My Work, Portfolio and Projects, and Project Documents.
  • Power BI reports have been moved to the Dashboards section of the Site Map.
  • Power BI login is no longer required (Microsoft licensing is still required, same as previously).
  • Direct links to work items have been added to Work and My Work reports.
  • A Costs and Budgets reporting tab has been added.
  • Reporting now includes Project Type and Project Priority charts.
  • "Open in Power BI" service is now available for greater flexibility and sharing options.

Site Map

  • A separate Requests section has been added to the Site Map.
  • The Projects Area switcher has been renamed to "Project Area".
  • The Admin Area switcher has been renamed to "Admin Area".
  • The My Work report has been moved to the top of the Site Map for more convenient access.

See BrightWork 365 Basic Orientation for related information.


  • Task assignments in Content Templates are now carried over to new projects.
  • A Priority column has been added to the Charter section of projects.
  • A Project Type column has been added to the Project Details tab of project requests, and to the Charter tab of projects.
  • The Risk Exposure column has been added to relevant views.
  • Projects can be moved to different Programs and Programs can be moved to different Portfolios by users with appropriate BrightWork security roles; all child items will be updated accordingly. 
  • Issue and Risk escalations now automatically default to the current hierarchy location (Project, Program, Portfolio).
  • Team members are now sorted by name in the Team tab of projects.
  • The Project Stage details screen now includes Communications options in the Timeline section.
  • The Program Settings tab in Programs has been restricted to users with the BrightWork PMO Manager security role.

Other Updates

  • Home page summary metrics now have the metric name in the first column followed by the metric value.
  • The Power BI My Work report now has direct links to the individual work items.
  • Program and Portfolio reports no longer show % Complete.
  • Cancelled approvals cancel the associated flow and send a message.

Bug Fixes

  • Gantt handling of target dates has been improved, as well as calculations related to duration.
  • Team members can now delete Issues and Risks that they've created themselves.

Release Upgrade Steps

Please contact your Customer Success Partner for details.

June 2022 (v1.4)

New BrightWork 365 Features and Updates

Home Page Project Summary Metrics

Live metric data from across all app areas have been added to the Home Page. Metric items link directly to their corresponding views.

Portfolio & Program Area Enhancements

In this release BrightWork 365 adds the Portfolio and Program features noted below for additional options to track and control your projects:

New Power Apps Dashboards

  • View and analyze critical portfolio data with a large variety of new Power Apps Dashboards with selectors and drill-down options.

Power BI Report Enhancements

  • Documents from Actions and Costs are now included in the Power BI Project Documents dashboard.
  • Added an Active Stage column and a Project Status filter to Power BI dashboards so users can find projects that have specific criteria.
  • Added Last Refresh Date information to report pages.

Other Updates

  • The Requests feature has been moved to the Projects area and the Requests area has been deprecated.
  • There is a new Reports area, accessible from the main nav.
  • The My Work reports have been moved from the Projects area to the Reports area.
  • PBI Reports has been renamed to Power BI Reports and moved from the Portfolios area to the Reports area.
  • Accessibility enhancements have been implemented including improved descriptive tool tips and link titles, screen reader compatibility, and navigation ease of use.
  • Dates entered by users throughout the app will be saved as time zone independent UTC dates, not user local dates; the same dates will be displayed for all users irrespective of time zone.
  • Admin > Teams is now named Admin > Dynamics Teams to better differentiate it from Teams within the Microsoft Teams app.
  • Project views now place the Project Name column first instead of the Project Reference column.

Release Upgrade Steps

In the BrightWork 365 Install Guide.pdf be sure to review the section Upgrade BrightWork 365, including the additional steps related to setting up the Costs and Budgets field security profile, and republishing the Power BI template.

March 2022 (v1.3)

New BrightWork 365 Features and Updates

Actions | Costs | Communications

In this release BrightWork 365 adds the features noted below for additional options to track and control your projects' various actions, costs and communications:

  • Actions: Log project actions, decisions, and changes.
  • Costs: Costs provides a comprehensive method for capturing and tracking project budgets and actual costs at the project and individual item levels. 
  • Communications: Initiate and save project related Emails and Appointments directly in the BrightWork 365 app and save these as well as Phone Call details and Notes within associated projects.

Accounts & Contacts Lists

Save detailed Account and Contact information about companies and people external to your organization who play a crucial role in your projects and use the built-in integration between this data and your projects.


When a task in the Gantt is edited either in the dialog or in the grid, the zoom factor for the Gantt will remain the same allowing users to continue editing tasks in a more convenient manner.

Cost and Work Reports

New cost-related Power Apps Charts and work-related Power BI Dashboards have been added in this release.

February 2022 (v1.2.1)

New BrightWork 365 Features and Updates

Copy Custom Request Columns to Projects

BrightWork 365 is now able to copy data from custom columns in a project request form to projects created from the request. New flow Copy Custom Request Columns to Project with data mapping functionality has been added to the BrightWork 365 solution. See the related article for customization instructions.

New Multiline Text Request Column "Target Customers"

New multiline text column Target Customers has been added to the Request template New Product Introduction. The older single line of text column Target Customers has been deprecated.

How to Copy Data from Deprecated Single Line of Text Column "Target Customers" to the new Multiline Text Column

If you previously added data to the now deprecated single line of text Target Customers column, follow these instructions to copy the data to the new multiline text column:

  1. In the Requests Area choose to create a personal view.
  2. In the personal view configuration screen click Edit Columns.
  3. Using Record Type Request add the new column Target Customers and the deprecated column xx_Target Customers.
  4. Click OK and save and close the view.
  5. In the Requests Area switch to your new personal view.
  6. Click Open in Excel Online.
  7. In Excel Online copy the data from the deprecated xx_Target Customers column to the new Target Customers column as you would typically do in a spreadsheet.
  8. Save the Excel file, click Track Progress, wait for the Excel Online import process to complete and close the import screen.
  9. Return to your custom view, refresh the screen and confirm that the old column data has been successfully copied into the new column.

January 2022 (v1.0.4)

New BrightWork 365 Features and Updates

New Requests App

The new Requests app provides unlicensed BrightWork 365 users that have the BrightWork Request Submitter role a means with which to log requests outside of the full BrightWork 365 app. Users of this app will have access to much of the same functionality as found in the Requests Area of the full BrightWork 365 app.

Status Reports in Portfolios & Programs

You can now create a status report in portfolios and programs in addition to individual projects. 

The status report is converted to a Microsoft Word document and added to the document folder associated with the portfolio or program. 

You can also optionally email the Portfolio or Program Sponsor a copy of the Status Report docx. 

Audit History in Projects, Tasks, Issues and Risks

Audit history has been enabled in the following tables: 

  • Project Task
  • Request
  • Issue
  • Risk

See Audit Tables.xlsx for a list of the columns that are audit-enabled.

Documents Report in Power BI

The BrightWork 365 PBIT has been updated to include a report that shows all the documents associated with a project. 

This includes documents in the tables below:

  • Project Task
  • Request
  • Issue
  • Risk

Bug Fixes

  • Clicking the home page logos brings you to the associated tables instead of opening the tables in a popup.
  • Create Teams Channel now uses 'Project Name - Reference Number' to create the channel. This is to prevent the flow failing due to a channel with that name already existing. In addition, if this flow fails (e.g. If the channel name exceeds 50 character), the person triggering the flow receives an email with an error message.