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Last Updated: 08/22/2025
in Projects
2025-2 Your browser does not support HTML5 video. Project Management Context Status reporting is an extremely efficient method for keeping multiple stakeholders informed about how projects are progressing. Crucial information such...
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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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Who Is This Guide For? This guide is primarily aimed at Project Managers who will be using BrightWork 365 to manage projects. However, this guide will also be useful for any member of the organization who will be using BrightWork 365 extensively....
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Last Updated: 08/19/2025
in Portfolios
How do I move a Program to a different Portfolio? Users with the BrightWork PMO Manager or BrightWork Program Manager security role can change a Program's associated Portfolio from the Program Settings tab (the field is locked on the Statement ...
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Last Updated: 08/19/2025
in Projects
Are there out of the box starter project templates available? Absolutely! Starter templates include Project Light, Project Standard, Project Structured, New Product Introduction, and Product Update. See BrightWork 365 Starter Project Template...
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Last Updated: 08/19/2025
in Administration Option 1 Go to Admin Area > Global Settings > Global Setting > Version tab > Version Number. Option 2
Go to make.powerapps.com and select the environment that contains the BrightWork 365 solution.
Click on Solutions in the Site Map....
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Last Updated: 08/19/2025
in Administration
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, Row...
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Last Updated: 08/19/2025
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: 08/19/2025
in Customization Configuration
2025-2 & 2025-1
Users need the BrightWork Template Editor security role to access the Templates Area and to configure templates.
BrightWork 365 Form Templates
Form Templates can be accessed by clicking into...
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Last Updated: 08/19/2025
in Interface
2025-2
Deleting a row of data from any View cannot be undone.
System Views The various BrightWork 365 site map sections such as Requests, Projects, and Portfolios, each come with their own set of out of the box system views, in ...