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Last Updated: 08/27/2026
in Projects Project Templates
2026-2 Project Management Context Not having a standard way to plan and manage projects is a common challenge among project managers. This is why adopting a configurable template approach from project selection to project close is cru...
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Who Is This Guide For?
This guide is geared to the customer organization's BrightWork Champion, the person responsible for the initial in-app setup of BrightWork 365, including the Program and Portfolio structure, prior to starting the ma...
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Last Updated: 08/26/2026
in Interface & Integration
This article is for Projects, Programs, and Portfolios created in BrightWork 365 version 2025-2 and later. For all other solution versions, see the older article version tabs at the top of this article.
How to...
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Who Is This Guide For?
This guide is aimed primarily at team members; however, any member of the organization who will be using BrightWork 365 and is new to the Power Platform will also benefit from this guide.
Prerequisites
We su...
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Last Updated: 08/24/2026
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: 08/23/2026
in Interface & Integration
2026-2 & 2026-1
This article is for Projects, Programs, and Portfolios created in BrightWork 365 version 2025-2 and later. For all other solution versions, see the older article version tabs at the top of this article.
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Introduction
Introduction Summary Audio
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Pre-Handover Call Activity
Your BrightWork Representative will schedule a deployment kick-off call and the handover to your BrightWork Customer Succe...
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Last Updated: 08/21/2026
in Portfolios
Project Management Context The My Work dashboard is a personalized workspace that displays work assigned to the currently logged-in user. It provides a centralized location for reviewing assigned tasks, monitoring ongoing responsibilities, and...
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Leverage your Microsoft 365 Apps for Project Portfolio Management ...
