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Last Updated: 12/10/2025
in Administration
This article is for customers using BrightWork 365 version 2025-2 or later who have not already completed these steps as part of the solution install. Introduction BrightWork 365 2025-2 introduces new Flexible Microsoft Teams and Document M...
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Last Updated: 12/10/2025
in Customization Configuration
Project Management Context The Form Configurator tool provides users with the BrightWork PMO Manager or BrightWork Template Editor security role the ability to hide or show Project Template Form Tabs, Sections, and Columns with point and clic...
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Last Updated: 12/10/2025
in Customization Configuration
To configure Personalization Settings such as time zone, and formats for number, currency, time and date:
Select the Settings gear at the top of the BrightWork 365 app.
Select Personalization Settings .
Personal Tim...
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Last Updated: 12/10/2025
in Portfolios
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Project Management Context
Managing resources effectively is fundamental to project success as it helps in controlling costs, optimizing productivity, minimizing risks, ensurin...
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Last Updated: 12/10/2025
in Portfolios
Your browser does not support HTML5 video. Project Management Context Project teams are generating more data than ever. In order to achieve success, project managers need to compile all of this information into high-level, easy-to-consum...
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Last Updated: 12/10/2025
in Portfolios
The Dashboards Section The Dashboards section contains multiple BrightWork 365 Power Apps charts, each with many views of their own for further drilling down into project details. The first series of chart category to display will be wh...
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Last Updated: 12/10/2025
in Portfolios
The BrightWork Approvals module is only active for Requests and Projects created in BrightWork 365 version 2025-2 and later.
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Project Management Context
In addition to the abilit...
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Last Updated: 12/10/2025
in Projects
Project Management Context
The BrightWork 365 Communications tab provides a comprehensive method for capturing various communication related activities at the project, program, or portfolio level. T...
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Last Updated: 12/10/2025
in Portfolios
Project Management Context
The BrightWork 365 Communications tab provides a comprehensive method for capturing various communication related activities at the project, program, or portfolio level. T...
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Last Updated: 12/10/2025
in Portfolios
The BrightWork 365 Costs tab in Portfolios and Programs provides an easy method for rolling up Project budgets and costs.
Portfolio & Program Level Cost Tracking To enter the Costs section, click on the Costs tab of a portfolio o...