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Last Updated: 06/18/2025
in Administration
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 ...
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Last Updated: 06/16/2025
in Portfolios
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...
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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...
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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...
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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...
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Last Updated: 06/03/2025
in Projects
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...
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Last Updated: 05/12/2025
in Administration
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 ...
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Last Updated: 05/08/2025
in Projects
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...
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Last Updated: 04/29/2025
in Projects
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...
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Last Updated: 04/29/2025
in Requests
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...