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Last Updated: 07/06/2026
in Portfolios
Overview Power BI can be integrated directly into PowerPoint to create
dynamic, interactive project status presentations. Instead of manually copying screenshots, you can embed live
Power BI reports into slides that update automatically and
a...
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Last Updated: 07/02/2026
in Requests
Introduction Support for legacy templates was removed in BrightWork 365 2026-2. These steps describe how to switch any request that uses the legacy Template model to the newer Request Template model. These steps assume that you know ...
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Last Updated: 06/30/2026
in Interface & Integration
2026-2 & 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: 06/29/2026
in Interface & Integration
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.
How to...
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Last Updated: 06/29/2026
in Portfolios
The Project Documents - Power BI dashboard only displays documents added to BrightWork 365 in solution versions prior to 2025-2. The Project Documents Power BI Dashboard displays documents from across your projects and includes links ...
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Last Updated: 06/19/2026
in Portfolios
2026-2 Accessing Power Apps Dashboards There are two options for accessing BrightWork 365 Power Apps dashboards: (1) On the main navigation, in the Home section, click the Dashboards link. (2) On the main navigation, in the Projects...
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Last Updated: 06/18/2026
in Portfolios
2026-2 & 2026-1
Project Management Context
Programs are the first child level under Portfolios, with Portfolios being the highest level in the BrightWork 365 hierarchy. It allows users to group related projects together i...
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Last Updated: 06/18/2026
in Projects
Project Management Context
An issue is an unplanned event or previously identified risk that has occurred and is likely to have an impact on the objectives of a project, portfolio, or program. Issues will often have a negative e...
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Last Updated: 06/18/2026
in Projects
Project Management Context
A risk is an unplanned event that has some reasonable likelihood of occurring and would likely have an impact on a project, program, or portfolio. Although risks do not have a certain probability of oc...
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Last Updated: 06/18/2026
in Projects
Project Management Context
Not all activity in a project rises to the level of a planned Gantt task. There is a lot of other work that needs to get done outside of the Gantt tab, all of which can be categorized as 'Actions'. The Actio...
