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The high-level structure of BrightWork 365 consists of the areas Requests, Projects, and Portfolios.
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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
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: 12/10/2025
in Administration
Option 1 Go to Admin Area > Global Settings > Global Setting > Version tab > Version Number. Option 2
Go to make.powerapps.com and select the environment that contains the BrightWork 365 solution.
Click on Solutions in the Site Ma...
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Last Updated: 12/10/2025
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, Row...
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Last Updated: 12/10/2025
in Administration
This article is for customers using BrightWork 365 version 2025-2 or later who have not already completed these steps as part of the solution install. Introduction BrightWork 365 2025-2 introduces new Flexible Microsoft Teams and Document M...
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Last Updated: 12/10/2025
in Customization Configuration
Project Management Context The Form Configurator tool provides users with the BrightWork PMO Manager or BrightWork Template Editor security role the ability to hide or show Project Template Form Tabs, Sections, and Columns with point and clic...
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Last Updated: 12/10/2025
in Customization Configuration
2025-2 & 2025-1
Users need the BrightWork Template Editor security role to access the Templates Area and to configure templates.
BrightWork 365 Form Templates
Form Templates can be accessed by clicking into...