Updated Articles

  1. Switch Requests from Legacy Templates to Request Templates

    Introduction Support for legacy templates was removed in BrightWork 365 2026-2. These steps describe how to switch any request that uses the legacy Template model to the newer Request Template model.   These steps assume that you know ...
  2. Project Documents - Power BI Dashboard

    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 ...
  3. Project Issues

    Project Management Context An issue is an unplanned event or previously identified risk that has occurred and is likely to have an impact on the objectives of a project, portfolio, or program. Issues will often have a negative e...
  4. Project Risks

    Project Management Context A risk is an unplanned event that has some reasonable likelihood of occurring and would likely have an impact on a project, program, or portfolio. Although risks do not have a certain probability of oc...
  5. Project Actions

    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 categorized as 'Actions'. The Actio...
  6. Non-Working Days

    Project Management Context To enable project schedules to accurately reflect an organization's work practices, and to provide additional flexible scheduling options, users with the BrightWork PMO Manager security role or System Adminis...
  7. Switch Projects from Legacy Templates to Project Templates

    Introduction Support for the legacy templates were removed in BrightWork 365 2026-2. These steps describe how to switch any project that use the older Templates model to the Project Templates model.  These steps assume that you know which Projec...
  8. Requests Audit History

    BrightWork 365 together with the Microsoft Power Platform provides organizations with the ability to track data change history and activity logging for use in analysis and reporting purposes. To view Audit History, click the Related...
  9. Requests App

    This article is for BrightWork 365 Release Sep 2023 (v1.8) and newer. If you are using a Version 1 Project Request (deprecated), in order to avoid error messages when trying to save a request, your BrightWork 365 administrator will need to ed...
  10. Senior Executive Certificate Program (external link)