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Last Updated: 10/20/2025
in Projects
Project Management Context
Not all activity in a project rises to the level of a planned Gantt task. There is a lot of other work that needs to get done outside of the Gantt tab, all of which can be categoriz...
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Last Updated: 10/14/2025
in Portfolios
This article only applies to projects created with BrightWork 365 versions prior to 2025-2. The Project Documents Power BI Dashboard displays documents from across your projects and includes links for easy access. The report includes d...
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Last Updated: 10/03/2025
in Portfolios
2025-2 Your browser does not support HTML5 video. Project Management Context Programs are the first child level under Portfolios, with Portfolios being the highest level in the BrightWork 365 hierarchy. It allows users to group rela...
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Last Updated: 10/03/2025
in Portfolios
2025-2 Your browser does not support HTML5 video. 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 respecti...
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Last Updated: 10/01/2025
in Interface
This article explains an option to print content from within the BrightWork 365 solution. The provided scenario is for printing status reports, but the instructions can be used for other solution areas such as the Charter tab of projects (result...
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Last Updated: 10/01/2025
in Interface
The Search function in BrightWork 365 is used to filter a data source by finding records that contain a specified text string within one or more designated columns. It is case-insensitive and returns a table of matching records.
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Last Updated: 09/30/2025
in Projects
This article is for BrightWork 365 version 2025-2 and later. With the Copy to New Project feature, a project's actual Project Manager and BrightWork PMO have a fast way to create a new project by copying information from an existing project rat...
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Last Updated: 09/29/2025
in Administration
Introduction The annual BrightWork 365 license audit is a count of all unique named users throughout the organization that have been given the BrightWork Team Member security role (which gives them access to the full BrightWork 365 app). Fo...
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Last Updated: 09/29/2025
in Administration
See also Pre-Install Power Platform Environment Instructions .
Prior to installing or upgrading BrightWork 365 please contact BrightWork Support to schedule a technical consultation to ensure all prerequisites are in place for a succes...
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Last Updated: 09/26/2025
in Projects
In order to delete a project, you must first delete all assignments associated with the project, and then delete all team members listed in the Team tab. Deleted items, i.e., projects, assignments, etc., are permanently removed and cannot be ...