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Last Updated: 09/22/2026
in Portfolios
The BrightWork 365 Costs tab in Portfolios and Programs provides an easy method for rolling up Project budgets and costs. If some users are not seeing cost and budget figures at the portfolio or program level, ensure that the Costs and Budg...
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Last Updated: 09/16/2026
in Administration
2026-2
See also Project Management Insights .
Telemetry provides data about what's going on within a model-driven app or on the server. Telemetry is crucial as it allows you to get a profile of app usage, detect perfor...
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Last Updated: 09/16/2026
in Customization Configuration
2026-2 & 2026-1
Also see Form Configurator Best Practices .
Project Management Context
The Form Configurator tool provides Template Editors with the ability to hide or show Project Template form Tab...
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Who Is This Guide For?
This guide is geared to the customer organization's BrightWork Champion, the person responsible for the initial in-app setup of BrightWork 365, including the Program and Portfolio structure, prior to starting the manage...
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Last Updated: 09/08/2026
in Projects
Project Management Context Lessons learned represent the process of systematically gathering, analyzing, and documenting insights from both successes and failures throughout a project's lifecycle. Rather than treating a finished project as a cl...
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Last Updated: 08/28/2026
in Portfolios
Project Management Context
Status reporting is an extremely efficient method for keeping multiple stakeholders informed about how portfolios and programs are progressing. Crucial information...
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Who Is This Guide For?
This guide is aimed primarily at team members; however, any member of the organization who will be using BrightWork 365 and is new to the Power Platform will also benefit from this guide.
Prerequisites
We su...
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Last Updated: 08/21/2026
in Portfolios
Project Management Context The My Work dashboard is a personalized workspace that displays work assigned to the currently logged-in user. It provides a centralized location for reviewing assigned tasks, monitoring ongoing responsibilities, and...
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Short Demo on brightwork.com (3:45) Extended Demo (39:16) Your browser does not support HTML5 video. ...
