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Last Updated: 07/16/2026
in Requests
2026-2
Project Management Context
Projects may start with a decent idea, but that doesn’t guarantee their success. Starting the wrong project at the wrong time is the best way to waste valuable time and resources. Pro...
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Last Updated: 07/15/2026
in Projects
2026-2 This article is for Projects created in BrightWork 365 version 2026-1 and later . For all other versions, see the older article version tabs at the top of this article. How do you determine the BrightWork 365 version the projec...
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Last Updated: 07/15/2026
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: 07/14/2026
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 c...
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Last Updated: 07/13/2026
in Projects
Project Management Context
Organizations are not always able to have entirely open access to their portfolio of projects, but rather need to take a more granular approach to security and access, while others are fine with users having access ...
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Last Updated: 07/13/2026
in Portfolios
2026-2
BrightWork 365 supports the option to implement business unit security in Power BI reports, with some caveats noted below. Business unit security is enabled by setting the enforcement of Row Level Security (see Microsoft Learn...
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Last Updated: 07/13/2026
in Portfolios
2026-2
If you need to manage project access for individual users by exception after setting up Portfolio Security, see Project Security & Access .
Only users with the System Administrator security role can ma...
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Last Updated: 07/13/2026
in Portfolios
2026-2
Project Management Context
Organizations do not always want to have entirely open access to their portfolio of projects but rather need to take a more granular approach to security and access, while other...
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Last Updated: 07/12/2026
in Portfolios
2026-2 & 2026-1
Project Management Context
Portfolios are the highest parent level within the BrightWork 365 hierarchy. Portfolios consist of child Programs and all of the Projects within the respective Programs. Your Brigh...
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Last Updated: 07/10/2026
in Projects Project Templates
2026-2 Project Management Context The needs of a project can change over time. A template ideal for the initiation phase, that focuses on high-level goals and stakeholder alignment, may later require a more structured template that allows ...
