Updated Articles

  1. Portfolio & Program Status Reporting

    2025-2                   Project Management Context Status reporting is an extremely efficient method for keeping multiple stakeholders informed about how portfolios and programs are progressing. Crucial ...
  2. BrightWork Approvals

    The BrightWork Approvals module is only active for Requests and Projects created in BrightWork 365 version 2025-2 and later. Your browser does not support HTML5 video. Project Management Context In addition to the abilit...
  3. Communications

                    Project Management Context The BrightWork 365 Communications tab provides a comprehensive method for capturing various communication related activities at the project, program, or portfolio level. T...
  4. Portfolio & Program Communications

                    Project Management Context The BrightWork 365 Communications tab provides a comprehensive method for capturing various communication related activities at the project, program, or portfolio level. T...
  5. Portfolio & Program Costs and Budgets

    The BrightWork 365 Costs tab in Portfolios and Programs provides an easy method for rolling up Project budgets and costs. Portfolio & Program Level Cost Tracking To enter the Costs section, click on the Costs  tab of a portfolio o...
  6. Portfolio Security & Access

    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...
  7. Programs

    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...
  8. 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...
  9. Contacts

    Located in the Admin Area > People section of the app, the Contacts feature provides a location to store information about people external to your organization such as vendors and contractors. These contacts can also be used to assign primary co...
  10. Import Project Gantt Tasks

    2025-2 & 2025-1 The BrightWork Team Member security role is required to import tasks. There is a technical limit of 1,000 tasks for the Gantt, but in order to have a reasonably responsive Gantt there is ...