Updated Articles

  1. Portfolio Security & Access

    2025-1 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 others are...
  2. Project Security & Access

    This article is for BrightWork 365 Release 2024-2 and newer. 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 approa...
  3. Gantt Chart & Task Management

    2025-1 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 t...
  4. BrightWork 365 Starter Project Templates

    2025-1 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...
  5. Request Form Details

    This article is for BrightWork 365 Release Sep 2023 (v1.8) and newer. 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 relate...
  6. Requests App

    This article is for BrightWork 365 Release Sep 2023 (v1.8) and newer. If you are using a Version 1 Project Request (deprecated), in order to avoid error messages when trying to save a request, your BrightWork 365 administrator will need to ed...
  7. Request Approval Process

    This article is for BrightWork 365 Release Sep 2023 (v1.8) and newer. Project Management Context Projects may start with a decent idea, but that doesn’t guarantee their success. Starting the w...
  8. Global Settings

    2025-1 Your browser does not support HTML5 video. Project Management Context To enable project Gantt schedules to accurately reflect the organization's work practices, users with the BrightWork PMO Manager or System Administrator securi...
  9. 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 t...
  10. 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...