Updated Articles

  1. 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...
  2. 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...
  3. 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...
  4. 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...
  5. 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...
  6. Senior Executive Certificate Program (external link)

  7. Team Member Certificate Program (external link)

  8. Automating Power BI Reports via Email Subscriptions

    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 ...
  9. User Activity Audit

    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://...
  10. Configure BrightWork 365 Graph Client App

    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...