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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 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 ...
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Last Updated: 10/20/2025
in Projects
Project Management Context
Not all activity in a project rises to the level of a planned Gantt task. There is a lot of other work that needs to get done outside of the Gantt tab, all of which can be categoriz...
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Last Updated: 10/03/2025
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: 10/03/2025
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: 10/01/2025
in Interface
This article explains an option to print content from within the BrightWork 365 solution. The provided scenario is for printing status reports, but the instructions can be used for other solution areas such as the Charter tab of projects (result...
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Last Updated: 10/01/2025
in Interface
The Search function in BrightWork 365 is used to filter a data source by finding records that contain a specified text string within one or more designated columns. It is case-insensitive and returns a table of matching records.
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Last Updated: 09/30/2025
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...