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Last Updated: 07/02/2026
in Requests
Introduction Support for legacy templates was removed in BrightWork 365 2026-2. These steps describe how to switch any request that uses the legacy Template model to the newer Request Template model. These steps assume that you know ...
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Last Updated: 06/30/2026
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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Last Updated: 06/30/2026
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: 06/30/2026
in Portfolios
2026-2
Project Management Context
Managing resources effectively is fundamental to project success as it helps in controlling costs, optimizing productivity, minimizing risks, ensuring quality, maintaining timelines, ...
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Last Updated: 06/30/2026
in Portfolios
2026-2
Introduction
The BrightWork 365 Project Management Insights - Power BI report gives insights into who is accessing BrightWork 365; what audited changes are being made to records; what areas are being interacted with; and w...
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Last Updated: 06/30/2026
in Portfolios
As referenced in the Install Guide , in order for the My Work Power BI reports to function properly for a user they must be added to the Power BI Workspace with Viewer access (Admin access will display work for all users, not...
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Last Updated: 06/30/2026
in Portfolios
Project Management Context The Portfolio and Projects - Power BI Dashboard consolidates fragmented data from various projects into a single, interactive executive overview. Its primary purpose is to bridge the gap between strategic busin...
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Last Updated: 06/30/2026
in Portfolios
2026-2 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-consume Dashboards. Using Power BI dashboard...
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Last Updated: 06/29/2026
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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Last Updated: 06/29/2026
in Portfolios
The Project Documents - Power BI dashboard only displays documents added to BrightWork 365 in solution versions prior to 2025-2. The Project Documents Power BI Dashboard displays documents from across your projects and includes links ...
