Updated Articles

  1. Gantt

    2025-2 Your browser does not support HTML5 video. Project Management Context Planning a project prior to completing the build out of tasks in the Gantt will pay dividends throughout the full duration of the project. Planning is ...
  2. Form Configurator

    2025-2 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, Sect...
  3. Document Management

    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. ...
  4. BrightWork Approvals

    The BrightWork Approvals module is only active for Requests and Projects created in BrightWork 365 version 2025-2 and later. Your browser does not support HTML5 video. Project Management Context In addition to the abilit...
  5. 3D Deployment Process Deep Dive

    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 ...
  6. Project Actions

                Project Management Context Not all activity in a project rises to the level of a planned Gantt task. There is a lot of other work that needs to get done outside of the Gantt tab, all of which can be categoriz...
  7. Project Documents Dashboard - Power BI

    This article only applies to projects created with BrightWork 365 versions prior to 2025-2. The Project Documents Power BI Dashboard displays documents from across your projects and includes links for easy access. The report includes d...
  8. Programs

    2025-2 Your browser does not support HTML5 video. 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 rela...
  9. Portfolios

    2025-2 Your browser does not support HTML5 video. 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 respecti...
  10. BrightWork 365 Starter Project Templates

    2025-2 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 sel...