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Last Updated: 11/13/2025
in Portfolios
2025-2 & 2025-1 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 t...
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Last Updated: 11/13/2025
in Requests
2025-2
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Project Management Context
Projects may start with a decent idea, but that doesn’t guarantee their success. Starting the wrong project at the wrong time is...
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Last Updated: 11/11/2025
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 an...
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Last Updated: 11/10/2025
in Administration
We strongly recommend working alongside the BrightWork Support team to initiate the pre-install process, as this will ensure proper procedures are followed; this service is included as part of the BrightWork 365 Start Service . Customers ...
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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: 10/28/2025
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 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...