Updated Articles

  1. Security Role Details

    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 spreadsheet  B...
  2. Form Configurator

    2026-1 Also see Form Configurator Best Practices . Project Management Context The Form Configurator tool provides Template Editors with the ability to hide or show Project Template form Tabs, Sectio...
  3. Views & Charts

    2026-1 Deleting a row of data from any View cannot be undone. System Views The various BrightWork 365 site map sections such as Requests, Projects, and Portfolios, each come with their own set of out of the box ...
  4. Document Management

    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. ...
  5. Microsoft Teams

    2026-1 & 2025-2 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. ...
  6. Projects Area Components

    The high-level structure of BrightWork 365 consists of the areas Requests, Projects, and Portfolios.
  7. Navigating BrightWork 365

    This article will help you understand the main navigation elements of the BrightWork 365 interface.
  8. Global Settings

    2026-1 & 2025-2 Your browser does not support HTML5 video. Your browser does not support HTML5 video. Project Management Context To enable project Gantt schedules to accurately reflect the org...
  9. Work Allocation Reports

    2026-1 & 2025-2 Project Management Context In order to mitigate any potential lack of visibility and communication leading to challenges for project team members, BrightWork 365 provides an easy method to find an...
  10. Power BI Dashboards Overview

    Your browser does not support HTML5 video. Project Management Context Project teams are generating more data than ever. In order to achieve success, project managers need to compile all of this information into high-level, easy-to-consum...