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Last Updated: 06/17/2026
in Customization Configuration
2026-2 & 2026-1
Also see Form Configurator Best Practices .
Project Management Context
The Form Configurator tool provides Template Editors with the ability to hide or show Project Template form Tab...
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The high-level structure of BrightWork 365 consists of the areas Requests, Projects, and Portfolios.
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This article will help you understand the main navigation elements of the BrightWork 365 interface.
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Last Updated: 06/17/2026
in Portfolios
Overview
Power BI subscriptions allow users with the BrightWork Project Manager or BrightWork PMO Manager security role to automatically receive and distribute updates from key reports without needing to log into BrightWork 365 or Power BI ...
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Last Updated: 06/17/2026
in Projects
2026-2 & 2026-1
The BrightWork Team Member security role is required to import tasks.
There is a technical limit of 1,000 tasks for the Gantt, but in order to have a reasonably responsive Gantt there is like...
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Last Updated: 06/17/2026
in Projects
2026-2
Approvals in Microsoft Teams
In addition to reviewing and acting on approval requests via the automatically generated approval request emails, and BrightWork Approvals , as part of the Request and Project ...
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Last Updated: 06/17/2026
in Projects
2026-2
BrightWork 365 ships with Starter Project Templates out of the box - see article BrightWork 365 Starter Project Templates for details.
When creating projects and choosing their programs and portfolios, conside...
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Last Updated: 06/09/2026
in Administration
In order to determine BrightWork 365 app activity for a given user, follow the steps in one of the methods documented below.
Access Auditing is forward tracking only.
Method 1 - Classic UI
Navigate to https://...
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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 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...
