-
Last Updated: 02/25/2026
in Administration Upgrade notes for BrightWork 365 release 2026-1.
-
Last Updated: 02/19/2026
in Interface & Integration
Overview Improve project management efficiency and achieve better operational insight by integrating BrightWork 365 with other applications and key data from your business. Power Platform connectors allow your BrightWork 365 application to ‘...
-
Last Updated: 02/10/2026
in Customization Configuration
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 Templates Area > Fo...
-
Last Updated: 02/09/2026
in Customization Customization
When using Power Automate to set the value of a Lookup column in an unmanaged solution, you must wrap the value in a lookup table plural value (classic name for this is Entity Set Name). To get this value, open the table in the Metadata B...
-
Last Updated: 02/09/2026
in Customization Customization
Be sure to first read the Customization Notes article.
System Charts
Charts let you see table data in a visual manner.
To create a system chart, rather than modifying any existing system charts, instead modify a copy of the...
-
Last Updated: 02/09/2026
in Customization Customization
Introduction
To customize BrightWork 365 Power BI reports, the user will need Read access to the tables that they want to report on - BrightWork Project Manager would suffice in most cases. If there are custom tables they want to report...
-
2026-1 Project Management Context Not having a standard way to plan and manage projects is a common challenge among project managers. This is why adopting a configurable template approach from project selection to project close is c...
-
Last Updated: 02/09/2026
in Portfolios
The Project Documents - Power BI dashboard only displays documents added to BrightWork 365 in solution versions prior to 2025-2. The Project Documents Power BI Dashboard displays documents from across your projects and includes links ...
-
Your browser does not support HTML5 video. ...
-
Last Updated: 01/14/2026
in Administration
There are a number of options available to enable 3rd party access to BrightWork 365 content. Determining which of the below might be the most appropriate would likely be for a conversation with your IT admin and depend on the project or 3rd par...