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Last Updated: 04/14/2025
in Portfolios
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 fine with users havin...
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Last Updated: 04/14/2025
in Portfolios
How do I move a Program to a different Portfolio? Users with the BrightWork PMO Manager or BrightWork Program Manager security role can change a Program's associated Portfolio from the Program Settings tab (the field is locked on the Statement ...
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Last Updated: 04/09/2025
in Requests
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...
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Last Updated: 04/07/2025
in Administration
2025-1 & 2024-2
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...
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Last Updated: 04/07/2025
in Portfolios
2025-1 & 2024-2 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 BrightWork 365...
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Last Updated: 04/01/2025
in Projects
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...
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Last Updated: 03/27/2025
in Requests 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...
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Last Updated: 03/26/2025
in Requests
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...
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Last Updated: 03/26/2025
in Projects
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...
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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...