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Last Updated: 06/09/2026
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, Rows, etc., in the Power Platfor...
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Last Updated: 06/09/2026
in Administration
This article is for customers using BrightWork 365 version 2025-2 or later who have not already completed these steps as part of the solution install. Introduction BrightWork 365 2025-2 introduces new Flexible Microsoft Teams and Document M...
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Last Updated: 06/09/2026
in Customization Customization
Introduction
BrightWork 365 out of the box can satisfy the most critical aspects of project and portfolio management and can be configured to provide the added flexibility your organization may need. To take the solution even fu...
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Last Updated: 06/09/2026
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: 06/09/2026
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...
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Who Is This Guide For?
This guide is aimed primarily at Senior Executives and Program Managers who need to maintain oversight of work and projects across an entire project portfolio in the organization. In this training guide you'll learn a...
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BrightWork 365 ties together several solutions, including those in your instance of Microsoft 365, allowing you to fully leverage your investment in this powerful platform.
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Built on Microsoft 365 and Microsoft Power Platform, BrightWork 365 is a flexible, complete project and portfolio management solution.
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Last Updated: 06/09/2026
in Projects
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 user is assigned to a cost, the Assignment table of the app is updated...
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Last Updated: 06/09/2026
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. To access Communications, click on th...
