Updated Articles

  1. Custom BrightWork Forms and App Upgrades

    Project Management Introduction If you have an older custom form that is based on an out of the box form that has since been upgraded with new features you would like to utilize, this can be accomplished by either: Applying your customizations ...
  2. Portfolio Security & Access

    2025-1 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 to security and access, while others are fine with users havin...
  3. Senior Executive

    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 Customer S...
  4. Project Manager

    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 Customer...
  5. BrightWork Champion

    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 Customer...
  6. Project Security & Access

    This article is for BrightWork 365 Release 2024-2 and newer. Project Management Context Organizations are not always able to have entirely open access to their portfolio of projects, but rather need to take a more granular approach...
  7. Security Role Details

    2025-1 & 2024-2       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 ...
  8. Costs & Budgets

    2025-1 & 2024-2     Your browser does not support HTML5 video. The BrightWork 365 Costs tab provides a comprehensive method for capturing and tracking budgets and costs at the project and individual cost item levels. When a...
  9. Audit History

    BrightWork 365 together with the Microsoft Power Platform provides organizations with the ability to track data change history and activity logging for use in analysis and reporting purposes. To view Audit History, click the Related tab and ch...
  10. Requests Audit History

    BrightWork 365 together with the Microsoft Power Platform provides organizations with the ability to track data change history and activity logging for use in analysis and reporting purposes. To view Audit History, click the Related tab and ch...