Updated Articles

  1. Document Management

    2026-2 & 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. ...
  2. Microsoft Teams

    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. How to...
  3. Global Settings

    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 security role have the ability to set and update global calend...
  4. 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 BrightWork 365 enviro...
  5. Tasks Gantt

    2026-2 This article is for Projects created in BrightWork 365 version 2026-1 and later . For all other versions, see the older article version tabs at the top of this article. How do you determine the BrightWork 365 version the projec...
  6. Settings and Actions

    2026-2 Project Management Context The Settings and Actions option on the Charter tab provides project managers with a convenient method for viewing Global Calendar Settings and configuring project-specific calendar settings for flexibl...
  7. Starter Project Templates

    2026-2 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 sel...
  8. 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...
  9. Resource Utilization - Power BI Dashboard

    2026-2 Project Management Context Managing resources effectively is fundamental to project success as it helps in controlling costs, optimizing productivity, minimizing risks, ensuring quality, maintaining timelines, ...
  10. Project Management Insights - Power BI Dashboard

    2026-2 Introduction The BrightWork 365 Project Management Insights - Power BI report gives insights into who is accessing BrightWork 365; what audited changes are being made to records; what areas are being interacted with; and w...