Updated Articles

  1. Project Security & Access

    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 approach to security and access, while others are fine with users having access ...
  2. Security and Power BI Reports

    2026-2 BrightWork 365 supports the option to implement business unit security in Power BI reports, with some caveats noted below. Business unit security is enabled by setting the enforcement of Row Level Security (see Microsoft Learn...
  3. Set Up Portfolio Security

    2026-2 If you need to manage project access for individual users by exception after setting up Portfolio Security, see Project Security & Access . Only users with the System Administrator security role can ma...
  4. Portfolio Security & Access Overview

    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...
  5. Portfolios

    2026-2 & 2026-1 Project Management Context Portfolios are the highest parent level within the BrightWork 365 hierarchy. Portfolios consist of child Programs and all of the Projects within the respective Programs. Your Brigh...
  6. Project Template Switcher

    2026-2 Project Management Context The needs of a project can change over time. A template ideal for the initiation phase, that focuses on high-level goals and stakeholder alignment, may later require a more structured template that allows ...
  7. Audit History

    BrightWork 365 together with the Microsoft Power Platform provides organizations with the ability to track data change history and activity logging for use in analysis and reporting purposes. To view Audit History, click the Related...
  8. Release Notes

    Installation and upgrade information can be found in the Knowledge Base Administration category. 2026-2 Project Management Summary This release introduces the new Project Tracker template for simple, exe...
  9. Views & Charts

    2026-2 & 2026-1 Deleting a row of data from any View cannot be undone. When grouping is applied in Views, you will need to double-click in the rows to open items. System Views The various BrightWork 365 site map sections such a...
  10. User Management

    Definitions Security: Methods for protecting the system as a whole and the data housed within the system. Security is cumulative.  User Security: Defines user access to Tables, Columns, Rows, etc., in the Power Platform Dataverse. I...