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Last Updated: 02/23/2026
in Portfolios
2026-1 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 respective...
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Last Updated: 02/22/2026
in Projects
2026-1 & 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...
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Last Updated: 02/19/2026
in Interface-Integration
Overview Improve project management efficiency and achieve better operational insight by integrating BrightWork 365 with other applications and key data from your business. Power Platform connectors allow your BrightWork 365 application to ‘...
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Last Updated: 02/12/2026
in Requests 2026-1 & 2025-2 Approvals in Microsoft Teams In addition to reviewing and acting on approval requests via the automatically generated approval request emails, and BrightWork Approvals , as part of the Request and Project approval proces...
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Last Updated: 02/10/2026
in Administration
2026-1
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 securi...
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Last Updated: 02/10/2026
in Customization Configuration
2026-1
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, Sectio...
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Last Updated: 02/10/2026
in Customization Configuration
Users need the BrightWork Template Editor security role to access the Templates Area and to configure templates.
BrightWork 365 Form Templates
Form Templates can be accessed by clicking into Templates Area > Fo...
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Last Updated: 02/10/2026
in Interface-Integration
2026-1
Deleting a row of data from any View cannot be undone.
System Views
The various BrightWork 365 site map sections such as Requests, Projects, and Portfolios, each come with their own set of out of the box ...
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Last Updated: 02/10/2026
in Interface-Integration
2026-1
This article is for Projects, Programs, and Portfolios created in BrightWork 365 version 2025-2 and later. For all other solution versions, see the older article version tabs at the top of this article.
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Last Updated: 02/10/2026
in Interface-Integration
2026-1 & 2025-2
This article is for Projects, Programs, and Portfolios created in BrightWork 365 version 2025-2 and later. For all other solution versions, see the older article version tabs at the top of this article.
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