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Last Updated: 02/10/2026
in Projects
2026-1
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 selec...
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Last Updated: 02/10/2026
in Customization Configuration
2026-1
Also see Form Configurator Best Practices .
Project Management Context
The Form Configurator tool provides Template Editors with the ability to hide or show Project Template form Tabs, Sectio...
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Last Updated: 02/10/2026
in Customization Configuration
Users need the BrightWork Template Editor security role to access the Templates Area and to configure templates.
BrightWork 365 Form Templates
Form Templates can be accessed by clicking into Templates Area > Fo...
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Last Updated: 02/10/2026
in Interface
2026-1
Deleting a row of data from any View cannot be undone.
System Views
The various BrightWork 365 site map sections such as Requests, Projects, and Portfolios, each come with their own set of out of the box ...
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Last Updated: 02/10/2026
in Interface
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: 02/10/2026
in Interface
2026-1 & 2025-2
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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The high-level structure of BrightWork 365 consists of the areas Requests, Projects, and Portfolios.
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Last Updated: 02/10/2026
in Portfolios
2026-1 & 2025-2
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Project Management Context To enable project Gantt schedules to accurately reflect the organization's work practic...
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Last Updated: 02/10/2026
in Portfolios
2026-1 & 2025-2
Project Management Context
In order to mitigate any potential lack of visibility and communication leading to challenges for project team members, BrightWork 365 provides an easy method to find an...
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Last Updated: 02/10/2026
in Portfolios
2026-1 & 2025-2
Project Management Context
Status reporting is an extremely efficient method for keeping multiple stakeholders informed about how portfolios and programs are progressing....