-
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...
-
Last Updated: 12/10/2025
in Portfolios
Your browser does not support HTML5 video.
Project Management Context
Managing resources effectively is fundamental to project success as it helps in controlling costs, optimizing productivity, minimizing risks, ensurin...
-
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...
-
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.
Your browser does not support HTML5 video.
Project Management Context
In addition to the abilit...
-
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...
-
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...
-
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...
-
Last Updated: 12/10/2025
in Projects
Located in the Admin Area > People section of the app, the Contacts feature provides a location to store information about people external to your organization such as vendors and contractors. These contacts can also be used to assign primary co...
-
Last Updated: 12/10/2025
in Projects
Your browser does not support HTML5 video.
The BrightWork 365 Costs tab provides a comprehensive method for capturing and tracking budgets and costs at the project and individual cost item levels.
When a...
-
Last Updated: 12/10/2025
in Projects
Project Management Context
Not all activity in a project rises to the level of a planned Gantt task. There is a lot of other work that needs to get done outside of the Gantt tab, all of which can be categoriz...