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Last Updated: 07/09/2025
in Portfolios
2025-1 & 2024-2
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 related projects t...
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Last Updated: 07/09/2025
in Portfolios
2025-1 & 2024-2 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 respective programs. Your BrightWork 365...
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Last Updated: 07/09/2025
in Projects
2025-1 & 2024-2
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 c...
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Last Updated: 07/09/2025
in Projects
2025-1 & 2024-2
Project Management Context
Status reporting is an extremely efficient method for keeping multiple stakeholders informed about how projects are progressing. Crucial information such as a project's ...
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Last Updated: 07/09/2025
in Projects
2025-1
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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...
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Last Updated: 07/09/2025
in Projects
This article is for BrightWork 365 Release Sep 2023 (v1.8) and newer. Approvals in Microsoft Teams In addition to reviewing and acting on approval requests via the automatically generated approval request emails, you can also do so within Mi...
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Training Introduction
This role-based training content is used by our BrightWork Customer Success Partners as part of BrightWork 365 Service Offerings . This sample content can be adjusted by the BrightWork Champion along with the ...
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Last Updated: 07/07/2025
in Administration
Is it possible to get pre-install assistance from BrightWork? Yes, 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 in...
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Last Updated: 06/26/2025
in Customization Customization
Introduction BrightWork 365 out of the box can satisfy the most critical aspects of project and portfolio management and can be configured to provide the added flexibility your organization may need. To take the solution even further, and t...
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Last Updated: 06/24/2025
in Administration
2025-1 & 2024-2
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.
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