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Last Updated: 02/13/2026
in Customization Customization
Introduction
BrightWork 365 out of the box can satisfy the most critical aspects of project and portfolio management and can be configured to provide the added flexibility your organization may need. To take the solution even furt...
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Last Updated: 02/12/2026
in Requests 2026-1 & 2025-2 Approvals in Microsoft Teams In addition to reviewing and acting on approval requests via the automatically generated approval request emails, and BrightWork Approvals , as part of the Request and Project approval proces...
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Last Updated: 02/10/2026
in Administration
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 securi...
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Last Updated: 02/10/2026
in Projects
2026-1 & 2025-2 Your browser does not support HTML5 video. Project Management Context Most projects benefit greatly from having a control process in place to move them along from one stage to the next while they are in execution. Wit...
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Last Updated: 02/10/2026
in Projects
2026-1 & 2025-2 Your browser does not support HTML5 video. Project Management Context Status reporting is an extremely efficient method for keeping multiple stakeholders informed about how projects are progressing. Crucial informa...
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Last Updated: 02/10/2026
in Projects
2026-1
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 to determine the project version?
If a proj...
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Last Updated: 02/10/2026
in Projects
2026-1 & 2025-2
BrightWork 365 ships with 5 Starter Project Templates out of the box: Project Light, Project Standard, Project Structured, Product Update, and New Product Idea. For template details, see the Templates article.
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Last Updated: 02/10/2026
in Projects
2026-1 & 2025-2
Project Management Context
Users have the option to create a special type of template from an exi...
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Last Updated: 02/10/2026
in Requests
2026-1 & 2025-2 Request Tabs
Request Details The Request Details tab contains fields relevant to moving the request process forward as well as fields that will be copied over to the related new project that eventually gets created. Af...
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Last Updated: 02/10/2026
in Requests
2026-1 & 2025-2
Your browser does not support HTML5 video.
Project Management Context
Projects may start with a decent idea, but that doesn’t guarantee their success. Starting the wrong project at the wron...