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Last Updated: 05/29/2026
in Portfolios
Your browser does not support HTML5 video. Project Management Context Organizations do not always want to have entirely open access to their portfolio of projects, but rather need to take a more granular approach to security and acce...
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Last Updated: 05/28/2026
in Projects
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...
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Last Updated: 05/27/2026
in Projects
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...
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Last Updated: 05/25/2026
in Administration
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 spreadsheet B...
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Last Updated: 05/25/2026
in Customization Configuration
2026-1
Also see Form Configurator Best Practices .
Project Management Context
The Form Configurator tool provides Template Editors with the ability to hide or show Project Template form Tabs, Sectio...
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Last Updated: 05/25/2026
in Interface & Integration
2026-1
Deleting a row of data from any View cannot be undone.
System Views
The various BrightWork 365 site map sections such as Requests, Projects, and Portfolios, each come with their own set of out of the box ...
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Last Updated: 05/25/2026
in Interface & Integration
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.
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Last Updated: 05/25/2026
in Interface & Integration
2026-1 & 2025-2
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.
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The high-level structure of BrightWork 365 consists of the areas Requests, Projects, and Portfolios.
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This article will help you understand the main navigation elements of the BrightWork 365 interface.