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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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Introduction Introduction Summary Audio Download audio Pre-Handover Call Activity Your BrightWork Representative will schedule a deployment kick-off call and the handover to your BrightWork Customer Success Partner . Prior to the...
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Last Updated: 10/01/2026
in Administration
2026-2 & 2026-1 BrightWork 365 provides multiple security roles to choose from, each with a different purpose. The roles noted below are grouped by how they are used in the solution. For more granular security role details see the sprea...
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Last Updated: 10/01/2026
in Portfolios
2026-2 & 2026-1
Project Management Context
Programs are the first child level under Portfolios, with Portfolios being the highest level in the BrightWork 365 hierarchy. It allows users to group related projects together i...
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Last Updated: 10/01/2026
in Administration
Definitions
Security: Methods for protecting the system as a whole and the data housed within the system. Security is cumulative.
User Security: Defines user access to Tables, Columns, Rows, etc., in the Power Platform Dataverse....
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Last Updated: 09/30/2026
in Projects Project Templates
2026-2 Project Management Context The Actual Project Manager of the source project and users given the BrightWork PMO Manager security role have the option to create a special type of template from an existing project that will include...
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Last Updated: 09/30/2026
in Projects
2026-2 Project Management Context With the Copy to New Project feature, a project's Actual Project Manager and users with the BrightWork PMO Manager security role have a fast way to create a new project by copying information from an exist...
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Last Updated: 09/30/2026
in Projects
2026-2
BrightWork 365 ships with Starter Project Templates out of the box - see article BrightWork 365 Starter Project Templates for details.
Project names support up to 100 characters. When creating projects and ch...
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Last Updated: 09/29/2026
in Projects
2026-2
Project Management Context
Planning a project prior to completing the build out of tasks will pay dividends throughout the full duration of the project. Planning is a team sport, and gaining input and understanding fr...
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Last Updated: 09/29/2026
in Projects
2026-2
Project Management Context
Status reporting is an extremely efficient method for keeping multiple stakeholders informed about how projects are progressing. Crucial information such as a project's overall status a...
