The
BrightWork 365 2026-1 release
is available!
Release Notes
BrightWork 365
Table of Contents
Table of Contents
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Home
Glossary
Requests
FAQs - Requests
Request Approval Process
Request Form Details
Approvals in Microsoft Teams
Requests App
Requests Audit History
Requests - Videos
Requests - Training Exercises
Projects
FAQs and Troubleshooting - Projects
Project Security & Access
BrightWork 365 Starter Project Templates
Content Templates
Create Projects
Copy to New Project
Non-Working Days
Schedule Settings
Tasks Gantt
Tasks Grid
Project Status Reporting
Project Stage Approval Process
Approvals in Microsoft Teams
Project Actions
Project Risks
Project Issues
Communications
Costs & Budgets
Audit History
Import Project Gantt Tasks
Contacts
Accounts
Delete Projects
Projects - Videos
Projects - Training Exercises
Portfolios
FAQs - Portfolios
Portfolios
Programs
Portfolio Security & Access
Portfolio & Program Status Reporting
Portfolio & Program Risks
Portfolio & Program Issues
Portfolio & Program Actions
Portfolio & Program Costs and Budgets
Portfolio & Program Communications
BrightWork Approvals
Calendar Views
Power Apps Dashboards Overview
Power BI Dashboards Overview
Resource Utilization - Power BI
Work Allocation Reports
Project Documents Dashboard - Power BI
Global Settings
Portfolios Audit History
Portfolios - Videos
Portfolios - Training Exercises
Getting Started
Onboarding & Quick Start Guides
Orientation
What is BrightWork 365?
Technologies Used
Navigating BrightWork 365
Projects Area Components
Starter Project Templates
What is a BrightWork Customer Success Partner?
Pricing and FAQs
Orientation - Training Exercises
Quick Start Guides
BrightWork Champion
Project Requester
Project Manager
Team Member
Senior Executive
System Administrator
Business User Extended Training
Role-Based Training
BrightWork Champion
Project Manager
Team Member Online Course
Senior Executive Online Course
Categorized Training Videos
Orientation
BrightWork 365 Orientation
Technologies Used
Requests
Overview Demo
Video: Request Templates
Under a Minute: Create a New Request
Video: Request Approval Process
Canceling In Progress Approvals
Projects
Video: Starter Project Templates
Video: Create Projects without a Request
Video: Project Stage Approval Process
Video: Gantt Chart & Task Management
Video: Risk Management
Video: Issues
Video: Actions
Video: Costs
Video: Communications
Video: Status Reporting
Video: Non-Working Days
Video: Project Security & Access
Video: Create a Task
Video: Add a Document
Video: Audit History
Portfolios
Video: Portfolios
Video: Programs
Video: Security & Access
Video: Global Settings
Video: Status Reporting
Video: Project-Program-Portfolio Risk Management
Video: Work Allocation Reports
Video: Resource Utilization
Under a Minute: Create a Program
Interface
Microsoft Excel
Power Apps Views & Charts
Power BI Dashboard Reports
Under a Minute: Project Documents Power BI Report
Video: Document Management
Microsoft Teams
Configuration
Request and Project Templates
Form Configurator
Under a Minute: Configure a Personal Chart
Edit Choices in a Managed Solution
Administration
User Management
BrightWork Security Roles Details
Customer Success
Customer Success Topics
What is a BrightWork Customer Success Partner?
BrightWork 365 Solution Services
BrightWork 365 Start Service (on brightwork.com)
BrightWork 365 Start Plans
3D Deployment Process Deep Dive
Deployment Best Practices
Add a BrightWork Customer Success Local User
Customer Hour Events
BrightWork 365 Product Roadmap
Role-Based Training
BrightWork Champion
Project Manager
Team Member Online Course
Senior Executive Online Course
Interface & Integration
Microsoft Teams
Document Management
Views & Charts
Microsoft Excel
Microsoft OneNote
Search
Printing
Integration with Connectors
Interface Videos
Interface - Training Exercises
Customization
Configuration
Configure User Security Roles
Personalization Settings
Configure a Personal View
Configure Personal Charts
Configure Form, Request & Project Templates
Form Configurator
Form Configurator - Best Practices
Bulk Copy Data Between Columns
Edit Choices in a Managed Solution
Configure Default Template Approval Labels
Add a Deactivated Project Filter to a Power BI Report
Configuration Videos
Configuration - Training Exercises
Customization
Read First: Customization Notes
Catalog of Customizations
Benefits of Moving to Current Standard Project Forms
Add a New Form Tab
Add a New Form Section
Add a Column to a Form
Customize Tables
Customize Site Maps
Add a Custom App Tile Icon
Customize Power BI Dashboards
Customize Other Components
Using Power Automate to Set the Value of a Lookup Column
Administration
FAQs and Troubleshooting - Administration
Pre-Install Power Platform Environment Instructions
Install & License Notes
Post Install Verification Checklist
Upgrade BrightWork 365
Upgrades & Custom BrightWork Forms
Post Upgrade Verification Checklist
Import a BrightWork Custom Solution
Configure BrightWork 365 Graph Client App
User Management
Security Role Details
Configure Environment Currency
Find Your BrightWork 365 Version Number
Using BrightWork 365 as an App
3rd Party Access to BrightWork 365
Add an External Guest User
Add BrightWork Tables to Dynamics 365 App for Outlook
Restore Deleted Records (Tasks, Projects, etc.)
BrightWork 365 License Audit
User Activity Audit
Telemetry Data
Environment Backups
Uninstall BrightWork 365
Managing the SharePoint Throttling Limit
Administration Videos
Release Notes
Full PDF Download
Home
Getting Started
Categorized Training Videos
Administration
Articles
User Management
BrightWork Security Roles Details
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