Updated Articles

  1. Views & Charts

    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 ...
  2. Microsoft Teams

    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. ...
  3. Projects Area Components

    The high-level structure of BrightWork 365 consists of the areas Requests, Projects, and Portfolios.
  4. Global Settings

    2026-1 & 2025-2 Your browser does not support HTML5 video. Your browser does not support HTML5 video. Project Management Context To enable project Gantt schedules to accurately reflect the organization's work practic...
  5. Work Allocation Reports

    2026-1 & 2025-2 Project Management Context In order to mitigate any potential lack of visibility and communication leading to challenges for project team members, BrightWork 365 provides an easy method to find an...
  6. Portfolio Security & Access

    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 ...
  7. Import Project Gantt Tasks

    2026-1 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 likely to be ...
  8. Copy to New Project

    2026-1 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 rather than needing to start a project from scr...
  9. Using Power Automate to Set the Value of a Lookup Column

    When using Power Automate to set the value of a Lookup column in an unmanaged solution, you must wrap the value in a lookup table plural value (classic name for this is Entity Set Name). To get this value, open the table in the Metadata B...
  10. Customize Other Components

    Be sure to first read the Customization Notes article. System Charts Charts let you see table data in a visual manner.  To create a system chart, rather than modifying any existing system charts, instead modify a copy of the...