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Last Updated: 06/03/2025
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 approach...
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Last Updated: 05/29/2025
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 cop...
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Last Updated: 05/29/2025
in Requests
This article is for BrightWork 365 Release Sep 2023 (v1.8) and newer. Approvals in Microsoft Teams In addition to reviewing and acting on approval requests via the automatically generated approval request emails, you can also do so within Mi...
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Last Updated: 05/20/2025
in Administration
Create a Microsoft Team for a BrightWork 365 Program Before creating a Microsoft Team for a BrightWork 365 program, check if one has already been created and assigned to the program: In the Portfolios > Program section of the Site Map, click i...
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Last Updated: 05/12/2025
in Projects
2025-1 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 selection to project close is c...
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Last Updated: 05/12/2025
in Administration
2025-1 & 2024-2
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 ...
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Last Updated: 05/08/2025
in Projects
2025-1 & 2024-2
Your browser does not support HTML5 video. The BrightWork 365 Costs tab provides a comprehensive method for capturing and tracking budgets and costs at the project and individual cost item levels. When a...
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Last Updated: 04/30/2025
in Interface
Project Management Context
In this article we present options available for integrating your BrightWork 365 app with Microsoft Teams. With the integration of these two robust products, you'll have alternative methods for your team to st...
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Last Updated: 04/29/2025
in Projects 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 tab and ch...
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Last Updated: 04/29/2025
in Requests 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 tab and ch...