Updated Articles

  1. Using BrightWork 365 as an App

    The BrightWork 365 app can be added as a desktop app via tools included with the Microsoft Edge and Google Chrome browsers. Microsoft Edge Open your BrightWork 365 webpage using Microsoft Edge and select the ellipsis on the top righ...
  2. Starter Project Templates

    2026-2 Project Management Context Not having a standard way to plan and manage projects is a common challenge among project managers. This is why adopting a configurable template approach from project selection to project close is c...
  3. Request Approval Process

    2026-2 Project Management Context Projects may start with a decent idea, but that doesn’t guarantee their success. Starting the wrong project at the wrong time is the best way to waste valuable time and resources. Pro...
  4. Project Security & Access

    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 to security and access, while others are fine with users having access ...
  5. Security and Power BI Reports

    2026-2 BrightWork 365 supports the option to implement business unit security in Power BI reports, with some caveats noted below. Business unit security is enabled by setting the enforcement of Row Level Security (see Microsoft Learn...
  6. Set Up Portfolio Security

    2026-2 If you need to manage project access for individual users by exception after setting up Portfolio Security, see Project Security & Access . Only users with the System Administrator security role can ma...
  7. Portfolio Security & Access Overview

    2026-2 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 other...
  8. Portfolios

    2026-2 & 2026-1 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 Programs. Your Brigh...
  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...
  10. Release Notes

    Installation and upgrade information can be found in the Knowledge Base Administration category. 2026-2 Project Management Summary This release introduces the new Project Tracker template for simple, exe...