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Last Updated: 06/17/2026
in Projects
2026-2 & 2026-1
The BrightWork Team Member security role is required to import tasks.
There is a technical limit of 1,000 tasks for the Gantt, but in order to have a reasonably responsive Gantt there is like...
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Last Updated: 06/17/2026
in Projects
2026-2
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 ...
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Last Updated: 06/17/2026
in Projects
2026-2 Project Management Context
Status reporting is an extremely efficient method for keeping multiple stakeholders informed about how projects are progressing. Crucial information such as a project's overall status and health, attri...
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Last Updated: 06/17/2026
in Projects
2026-2
Project Management Context The Settings and Actions option on the Charter tab provides project managers with a convenient method for viewing Global Calendar Settings and configuring project-specific calendar settings for flexibl...
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Last Updated: 06/17/2026
in Projects
2026-2
With the Copy to New Project feature, a project's Actual Project Manager and users with the BrightWork PMO Manager security role have a fast way to create a new project by copying information from an existing project rather tha...
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Last Updated: 06/17/2026
in Projects
2026-2
BrightWork 365 ships with Starter Project Templates out of the box - see article BrightWork 365 Starter Project Templates for details.
When creating projects and choosing their programs and portfolios, conside...
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Last Updated: 06/17/2026
in Projects Project Templates
2026-2
Project Management Context The Actual Project Manager of the source project and users given the BrightWor...
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Last Updated: 06/17/2026
in Requests
Introduction Support for legacy templates was removed in BrightWork 365 2026-2. These steps describe how to switch any request that uses the legacy Template model to the newer Request Template model. These steps assume that you know ...
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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: 06/09/2026
in Administration
In order to determine BrightWork 365 app activity for a given user, follow the steps in one of the methods documented below.
Access Auditing is forward tracking only.
Method 1 - Classic UI
Navigate to https://...
