Updated Articles

  1. Catalog of Customizations

    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 further, and t...
  2. FAQs & Troubleshooting

    Is it possible to get pre-install assistance from BrightWork? Yes, we strongly recommend working alongside the BrightWork Support team to initiate the pre-install process, as this will ensure proper procedures are followed; this service is in...
  3. Document Management

    2024-2               Documents in BrightWork 365 are stored in your organization's BrightWork 365 SharePoint site. During the installation of BrightWork 365 the SharePoint site and accompanying document libraries were cre...
  4. Global Settings

    2024-2 Project Management Context To enable project schedules to accurately reflect the organization's work practices, users with the BrightWork PMO Manager or System Administrator security role have the ability to set and update global c...
  5. Gantt Chart & Task Management

    2024-2 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 a te...
  6. 3D Deployment Process Deep Dive

    Introduction Introduction Summary Audio  Download audio  Pre-Handover Call Activity Your BrightWork Representative will schedule your deployment kickoff call and the handover to your BrightWork Customer Success Partner . Prior to the...
  7. Release Notes

    Installation and upgrade information can be found in the Knowledge Base Administration category. A new BrightWork 365 version numbering system (Year-Release Number) has been implemented beginning with version 2024-2.  2...
  8. Portfolio Security & Access

    This article is for BrightWork 365 Release 2024-2 and newer. 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 securit...
  9. Customize Power BI Dashboards

    Introduction This article is for BrightWork 365 Release February 2023 (v1.6) and newer. To customize BrightWork 365 Power BI reports, the user will need Read access to the tables that they want to report on - BrightWork Project Man...
  10. Managing the SharePoint Throttling Limit

    This article is relevant for customers using custom BrightWork 365 forms, and for customers using releases prior to 2024-2. Customers with custom BrightWork 365 forms can also discuss custom resolution options with their Customer Success Partner....