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Last Updated: 02/09/2026
in Customization Customization
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...
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Last Updated: 02/09/2026
in Customization Customization
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...
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Last Updated: 02/09/2026
in Customization Customization
Introduction
To customize BrightWork 365 Power BI reports, the user will need Read access to the tables that they want to report on - BrightWork Project Manager would suffice in most cases. If there are custom tables they want to report...
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2026-1 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...
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Last Updated: 02/09/2026
in Projects 2026-1 & 2025-2 Approvals in Microsoft Teams In addition to reviewing and acting on approval requests via the automatically generated approval request emails, and BrightWork Approvals , as part of the Request and Project approval proces...
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Last Updated: 02/09/2026
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: 01/14/2026
in Administration
There are a number of options available to enable 3rd party access to BrightWork 365 content. Determining which of the below might be the most appropriate would likely be for a conversation with your IT admin and depend on the project or 3rd par...
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