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Last Updated: 01/07/2026
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: 01/07/2026
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: 01/07/2026
in Projects
2025-2
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Project Management Context
Planning a project prior to completing the build out ...
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Last Updated: 01/07/2026
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: 01/07/2026
in Projects
2025-2
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 sel...
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Last Updated: 01/07/2026
in Requests 2025-2 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 approval processes you c...
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Last Updated: 01/06/2026
in Administration
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...
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Last Updated: 01/06/2026
in Customization Configuration
2025-2
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, Sect...
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Last Updated: 01/06/2026
in Interface
2025-2
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 system views, in ...
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The high-level structure of BrightWork 365 consists of the areas Requests, Projects, and Portfolios.