The BrightWork 365 2026-2 release is available! Release Notes

Knowledge Base Logo

BrightWork 365

  • Get Support
  • Login
  • Home
  • Glossary
  • Requests
    • FAQs - Requests
    • Request Approval Process
    • Request Form Details
    • Approvals in Microsoft Teams
    • Requests App
    • Requests Audit History
    • Switch Requests from Legacy Templates to Request Templates
    •  Requests - Videos
  • Projects
    • Project Templates
      • Starter Project Templates
      • Project Template Switcher
      • Content Templates
      • Switch Projects from Legacy Templates to Project Templates
    • FAQs and Troubleshooting - Projects
    • Project Security & Access
    • Create Projects
    • Copy to New Project
    • Non-Working Days
    • Settings and Actions
    • 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
    • Contacts
    • Accounts
    • Delete Projects
    • Import Project Gantt Tasks
    •  Projects - Videos
  • Portfolios
    • FAQs - Portfolios
    • Portfolios
    • Programs
    • Portfolio Security & Access Overview
    • Set Up Portfolio Security
    • Security and Power BI Reports
    • Portfolio & Program Status Reporting
    • Portfolio & Program Risks
    • Portfolio & Program Issues
    • Portfolio & Program Actions
    • Portfolio & Program Costs and Budgets
    • Portfolio & Program Communications
    • BrightWork Approvals
    • Global Settings
    • Calendar Views
    • Power Apps Dashboards Overview
    • Power BI Dashboards Overview
    • Portfolio and Projects - Power BI Dashboard
    • My Work - Power BI Dashboard
    • Project Management Insights - Power BI Dashboard
    • Resource Utilization - Power BI Dashboard
    • Work Allocation Reports
    • Project Documents - Power BI Dashboard
    • Creating a Live PowerPoint Status Deck with Power BI
    • Automating Power BI Reports via Email Subscriptions
    • Portfolios Audit History
    •  Portfolios - Videos
  • Getting Started
    • Onboarding Guides
      • Orientation
        • What is BrightWork 365?
        •  BrightWork 365 Orientation
        • Technologies Used
        •  Technologies Used
        • Navigating BrightWork 365
        • Projects Area Components
        • Starter Project Templates
        • What is a BrightWork Customer Success Partner?
        •  Getting Started Demo
        • Pricing and FAQs
      • Role-Based Guides
        • BrightWork Champion
        • Project Requester
        • Project Manager
        • Team Member
        • Senior Executive
        • System Administrator
        • Business User Extended Training
    • Categorized Training Videos
      • 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: Costs
        •  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
      • 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
    • Role-Based Online Training
      • BrightWork Champion Certificate Program (external link)
      • Project Manager Certificate Program (external link)
      • Team Member Certificate Program (external link)
      • Senior Executive Certificate Program (external link)
  • Customer Success
    • Customer Success Articles
      • What is a BrightWork Customer Success Partner?
      • BrightWork 365 Solution Services
      • BrightWork 365 Start Service (external link)
      • BrightWork 365 Start Plans
      • 3D Deployment Process Deep Dive
      • Deployment Best Practices
      • Add a BrightWork Customer Success Local User
      • BrightWork 365 Near Term Product Roadmap
      • Customer Hour Events (external link)
    • Training
      • BrightWork Champion Certificate Program (external link)
      • Project Manager Certificate Program (external link)
      • Team Member Certificate Program (external link)
      • Senior Executive Certificate Program (external link)
  • Interface & Integration
    • Document Management
    • Microsoft Teams
    • Views & Charts
    • Microsoft Excel
    • Microsoft OneNote
    • Search
    • Printing
    • Integration with Connectors
    •  Interface Videos
  • 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
    • 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
    • Customer Success

    Training

    Articles

    BrightWork Champion Certificate Program (external link)
    Project Manager Certificate Program (external link)
    Team Member Certificate Program (external link)
    Senior Executive Certificate Program (external link)
    Get it from Microsoft AppSource
    © BrightWork. All rights reserved. Privacy Terms Cookie Policy