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Last Updated: 08/19/2025
in Projects
2025-2
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Project Management Context
Planning a project prior to completing the build out of tasks in the Gantt will pay dividends throughout the full duratio...
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Last Updated: 08/19/2025
in Portfolios
The BrightWork Approvals module is only active for Requests and Projects created in BrightWork 365 version 2025-2 and later.
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Project Management Context
In addition to the abilit...
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Last Updated: 08/19/2025
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: 08/19/2025
in Administration Option 1 Go to Admin Area > Global Settings > Global Setting > Version tab > Version Number. Option 2
Go to make.powerapps.com and select the environment that contains the BrightWork 365 solution.
Click on Solutions in the Site Map....
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Last Updated: 08/19/2025
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 sprea...
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Last Updated: 08/19/2025
in Administration
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, Row...
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Last Updated: 08/19/2025
in Administration
Introduction BrightWork 365 2025-2 introduces new Flexible Teams and Document Management features that enable users with the correct permissions to select a Teams Channel to associate with projects, programs, and portfolios. The files tab in...
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Last Updated: 08/19/2025
in Customization Configuration
Project Management Context The Form Configurator tool provides users with the BrightWork PMO Manager or BrightWork Template Editor security role the ability to hide or show Project Template Form Tabs, Sections, and Columns with point and clic...
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Last Updated: 08/19/2025
in Customization Configuration
2025-2
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, Sect...
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Last Updated: 08/19/2025
in Customization Configuration
2025-2 & 2025-1
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...