Updated Articles

  1. 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 ...
  2. Request Form Details

    2025-2 Request Tabs Request Details The Request Details tab contains fields relevant to moving the request process forward as well as fields that will be copied over to the related new project that eventually gets created.  After the R...
  3. Request Approval Process

    2025-2 Your browser does not support HTML5 video. 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...
  4. Content Templates

    2025-2                                                         Project Management Context Users have the option to create a special type of template from an existing project...
  5. Catalog of Customizations

    Introduction BrightWork 365 out of the box can satisfy the most critical aspects of project and portfolio management and can be configured to provide the added flexibility your organization may need. To take the solution even furt...
  6. Release Notes

    Installation and upgrade information can be found in the Knowledge Base Administration category. 2025-2.1 This release incorporates prior releases and adds a bug fix to address the following: Flow-related issue preventing Ow...
  7. Restore Deleted Records (Tasks, Projects, etc.)

    Restored deleted tasks do not include their original dependencies. By default, deleted records such as tasks and projects, are permanently removed and cannot be restored. However, Microsoft has added an optional Recycle Bin feature to Power Pla...
  8. FAQs & Troubleshooting - Administration

    Is it possible to get pre-install assistance from BrightWork? Yes, we strongly recommend working alongside the BrightWork Support team to initiate the pre-install process, as this will ensure proper procedures are followed; this service is in...
  9. Install & License Notes

    See also Pre-Install Power Platform Environment Instructions . Prior to installing or upgrading BrightWork 365 please contact BrightWork Support to schedule a technical consultation to ensure all prerequisites are in place for a succ...
  10. Upgrades & Custom BrightWork Forms

    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 ...