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Last Updated: 07/10/2026
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: 07/09/2026
Installation and upgrade information can be found in the Knowledge Base Administration category.
2026-2 Project Management Summary
This release introduces the new Project Tracker template for simple, exe...
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Last Updated: 07/09/2026
in Interface & Integration
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...
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Last Updated: 07/08/2026
in Administration
2026-2 & 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 security role details see the sprea...
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Last Updated: 07/08/2026
in Administration
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, Rows, etc., in the Power Platform Dataverse. I...
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Last Updated: 07/07/2026
in Portfolios
Project Management Context The Portfolio and Projects - Power BI Dashboard consolidates fragmented data from various projects into a single, interactive executive overview. Its primary purpose is to bridge the gap between strategic bus...
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Last Updated: 07/07/2026
in Portfolios
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, ...
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Last Updated: 07/07/2026
in Portfolios
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...
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Last Updated: 07/07/2026
in Portfolios
2026-2 Project Management Context Project teams are generating more data than ever. In order to achieve success, project managers need to compile all of this information into high-level, easy-to-consume Dashboards. Using Power BI dashboard...
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Last Updated: 07/07/2026
in Portfolios
As referenced in the Install Guide , in order for the My Work Power BI reports to function properly for a user they must be added to the Power BI Workspace with Viewer access (Admin access will display work for all users, not...
