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Last Updated: 12/04/2025
in Administration
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 security role details see the...
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Last Updated: 12/01/2025
Installation and upgrade information can be found in the Knowledge Base Administration category.
2025-2.1 This release incorporates prior releases and adds a bug fix to address the following: Flow-related issue preventing Ow...
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Last Updated: 11/26/2025
in Administration Restored deleted tasks do not include their original dependencies. By default, deleted records such as tasks and projects, are permanently removed and cannot be restored. However, Microsoft has added an optional Recycle Bin feature to Power Pla...
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The high-level structure of BrightWork 365 consists of the areas Requests, Projects, and Portfolios.
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Last Updated: 11/19/2025
in Administration
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...
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Last Updated: 11/19/2025
in Administration
See also Pre-Install Power Platform Environment Instructions .
Prior to installing or upgrading BrightWork 365 please contact BrightWork Support to schedule a technical consultation to ensure all prerequisites are in place for a succ...
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Last Updated: 11/19/2025
in Administration
Project Management Introduction If you have an older custom form that is based on an out of the box form that has since been upgraded with new features you would like to utilize, this can be accomplished by either: Applying your customizations ...
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Last Updated: 11/19/2025
in Administration This article is for customers using BrightWork 365 version 2025-2 or later who have not already completed these steps as part of the solution install. Introduction BrightWork 365 2025-2 introduces new Flexible Microsoft Teams and Document Man...
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This article will help you understand the main navigation elements of the BrightWork 365 interface.
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Last Updated: 11/17/2025
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...