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Last Updated: 10/30/2025
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 s...
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Last Updated: 10/29/2025
in Projects
2025-2 Your browser does not support HTML5 video. Project Management Context Planning a project prior to completing the build out of tasks in the Gantt will pay dividends throughout the full duration of the project. Planning i...
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Last Updated: 10/29/2025
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 and configuring ...
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Last Updated: 10/28/2025
in Projects
2025-2
BrightWork 365 ships with 5 Starter Project Templates out of the box: Project Light, Project Standard, Project Structured, Product Update, and New Product Idea. For template details, see the Templates article.
When c...
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Last Updated: 10/27/2025
in Projects
2025-2 Your browser does not support HTML5 video. Project Management Context Most projects benefit greatly from having a control process in place to move them along from one stage to the next while they are in execution. Without any ...
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Last Updated: 10/27/2025
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: 10/21/2025
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: 10/21/2025
in Interface
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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Last Updated: 10/21/2025
in Portfolios
The BrightWork Approvals module is only active for Requests and Projects created in BrightWork 365 version 2025-2 and later.
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Project Management Context
In addition to the abilit...
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Introduction Introduction Summary Audio Download audio Pre-Handover Call Activity Your BrightWork Representative will schedule a deployment kick-off call and the handover to your BrightWork Customer Success Partner . Prior to the ...