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Last Updated: 09/29/2025
in Administration
Introduction The annual BrightWork 365 license audit is a count of all unique named users throughout the organization that have been given the BrightWork Team Member security role (which gives them access to the full BrightWork 365 app). Fo...
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Last Updated: 09/26/2025
in Projects
In order to delete a project, you must first delete all assignments associated with the project, and then delete all team members listed in the Team tab. Deleted items, i.e., projects, assignments, etc., are permanently removed and cannot be ...
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Last Updated: 09/26/2025
in Customization Configuration
Introduction In BrightWork 365, a Personal View is a type of view that a user can create by themselves and customize specifically for their own needs and use within the app. Unlike system views, which are predefined and available to all users, ...
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Who Is This Guide For?
This guide is aimed primarily at team members; however, any member of the organization who will be using BrightWork 365 and is new to the Power Platform will also benefit from this guide.
Prerequisites
We su...
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Who Is This Guide For? This guide is primarily aimed at Project Managers who will be using BrightWork 365 to manage projects. However, this guide will also be useful for any member of the organization who will be using BrightWork 365 extensively....
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Last Updated: 08/19/2025
in Portfolios
How do I move a Program to a different Portfolio? Users with the BrightWork PMO Manager or BrightWork Program Manager security role can change a Program's associated Portfolio from the Program Settings tab (the field is locked on the Statement ...
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Last Updated: 08/19/2025
in Projects
Are there out of the box starter project templates available? Absolutely! Starter templates include Project Light, Project Standard, Project Structured, New Product Introduction, and Product Update. See BrightWork 365 Starter Project Template...