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Last Updated: 06/18/2026
in Projects
Project Management Context
To enable project schedules to accurately reflect an organization's work practices, and to provide additional flexible scheduling options, users with the BrightWork PMO Manager security role or System Adminis...
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Last Updated: 06/18/2026
in Projects
Are there out of the box starter project templates available? Absolutely! See BrightWork 365 Starter Project Templates . Do projects created directly in the Projects module without a request require any approvals? No, users given the Bright...
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Last Updated: 06/18/2026
in Projects Project Templates
Introduction Support for the legacy templates were removed in BrightWork 365 2026-2. These steps describe how to switch any project that use the older Templates model to the Project Templates model. These steps assume that you know which Projec...
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Last Updated: 06/18/2026
in Projects Project Templates
2026-2 Project Management Context The needs of a project can change over time. A template ideal for the initiation phase, that focuses on high-level goals and stakeholder alignment, may later require a more structured template that allows ...
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Last Updated: 06/18/2026
in Projects 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 selection to project close is c...
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Last Updated: 06/18/2026
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...
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Last Updated: 06/18/2026
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...
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Last Updated: 06/18/2026
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: 06/18/2026
in Requests
2026-2
Approvals in Microsoft Teams
In addition to reviewing and acting on approval requests via the automatically generated approval request emails, and BrightWork Approvals , as part of the Request and Project ...
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Last Updated: 06/18/2026
in Requests
2026-2
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 related new project that eventuall...
