Updated Articles

  1. 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...
  2. Request Approval Process

    2025-2 Your browser does not support HTML5 video. 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...
  3. Schedule Settings

    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...
  4. Pre-Install Power Platform Environment Instructions

    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 ...
  5. Security Role Details

                  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...
  6. Create 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...
  7. Project Stage Approval Process

    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 ...
  8. BrightWork 365 Starter Project Templates

    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...
  9. Form Configurator

    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...
  10. 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...