Updated Articles

  1. FAQs - Portfolios

    How do I move a Program to a different Portfolio? Users with the BrightWork PMO Manager or BrightWork Program Manager security role can change a Program's associated Portfolio from the Program Settings tab (the field is locked on the Statement ...
  2. FAQs - Projects

    Are there out of the box starter project templates available?  Absolutely! Starter templates include Project Light, Project Standard, Project Structured, New Product Introduction, and Product Update. See  BrightWork 365 Starter Project Template...
  3. Copy to New Project

    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...
  4. 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 creating ...
  5. 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...
  6. Installing BrightWork 365 & License Notes

    See also Pre-Install Power Platform Environment Instructions . Prior to installing or upgrading BrightWork 365 please contact BrightWork Support to schedule a technical consultation to ensure all prerequisites are in place for a succ...
  7. Find Your BrightWork 365 Version Number

    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. Click on Solutions in the Site Map....
  8. 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 sprea...
  9. User Management

                          Definitions Security: Methods for protecting the system as a whole and the data housed within the system. Security is cumulative.  User Security: Defines user access to Tables, Columns, Row...
  10. Configure BrightWork 365 Graph Client App

    Introduction  BrightWork 365 2025-2 introduces new Flexible Teams and Document Management features that enable users with the correct permissions to select a Teams Channel to associate with projects, programs, and portfolios.  The files tab in...