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. Security and Power BI Reports

    2026-2 BrightWork 365 supports the option to implement business unit security in Power BI reports, with some caveats noted below. Business unit security is enabled by setting the enforcement of Row Level Security (see Microsoft Learn...
  3. Set Up Portfolio Security

    2026-2 If you need to manage project access for individual users by exception after setting up Portfolio Security, see Project Security & Access . Only users with the System Administrator security role can ma...
  4. Portfolio Security & Access Overview

    2026-2 Project Management Context Organizations do not always want to have entirely open access to their portfolio of projects but rather need to take a more granular approach to security and access, while other...
  5. Audit History

    BrightWork 365 together with the Microsoft Power Platform provides organizations with the ability to track data change history and activity logging for use in analysis and reporting purposes. To view Audit History, click the Related...
  6. Views & Charts

    2026-2 & 2026-1 Deleting a row of data from any View cannot be undone. When grouping is applied in Views, you will need to double-click in the rows to open items. System Views The various BrightWork 365 site map sections such a...
  7. User Management

    Definitions Security: Methods for protecting the system as a whole and the data housed within the system. Security is cumulative.  User Security: Defines user access to Tables, Columns, Rows, etc., in the Power Platform Dataverse. I...
  8. Portfolio and Projects - Power BI Dashboard

    Project Management Context The Portfolio and Projects - Power BI Dashboard consolidates fragmented data from various projects into a single, interactive executive overview. Its primary purpose is to bridge the gap between strategic bus...
  9. Resource Utilization - Power BI Dashboard

    2026-2 Project Management Context Managing resources effectively is fundamental to project success as it helps in controlling costs, optimizing productivity, minimizing risks, ensuring quality, maintaining timelines, ...
  10. Project Management Insights - Power BI Dashboard

    2026-2 Introduction The BrightWork 365 Project Management Insights - Power BI report gives insights into who is accessing BrightWork 365; what audited changes are being made to records; what areas are being interacted with; and w...