Updated Articles

  1. Technologies Used

    BrightWork 365 ties together several solutions, including those in your instance of Microsoft 365, allowing you to fully leverage your investment in this powerful platform.
  2. 3D Deployment Process Deep Dive

    Introduction Introduction Summary Audio  Download audio  Pre-Handover Call Activity Your BrightWork Representative will schedule a deployment kick-off call and the handover to your BrightWork Customer Success Partner . Prior to th...
  3. Schedule Settings

    This article is for BrightWork 365 version 2025-2 and later. The Schedule Settings option on the Charter and Project Settings tabs provides project managers with a convenient method for viewing Global Calendar Settings an...
  4. Customer Hour Events

    Customer Hour is a monthly session designed for you—the customer—to share your experiences and insights, along with those of your team. During these interactive sessions, we’ll explore exciting updates and new features, highlight customer suc...
  5. BrightWork 365 Starter Project Templates

    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 selection to project close is c...
  6. Install & License Notes

    Install and license notes for BrightWork 365 release 2026-1.
  7. Security Role Details

    2026-1                     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 securi...
  8. Document Management

    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. ...
  9. Tasks Grid

    This article is for Projects created in BrightWork 365 version 2026-1 and later . How do you determine the BrightWork 365 version the project was created in? If a project's tabs section contains a Tasks tab rather than a Ga...
  10. User Management

                          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...