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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...
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Last Updated: 08/12/2025
in Projects
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Project Management Context
A risk is an unplanned event that has some reasonable likelihood of occurring and would likel...
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Last Updated: 08/08/2025
in Customization Configuration
In the area of interest (e.g., Requests, Projects) choose to Create a personal view.
In the personal view configuration screen click Edit Columns.
Choose the relevant Record Type and add the two columns required ...
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Last Updated: 08/08/2025
in Customization Configuration
Configure a Personal Chart
Click Show Chart at the top of a view's page.
Click the ellipses next to an existing system chart you would like to use as the basis for your personal chart, choose Save As in t...
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Last Updated: 08/08/2025
in Interface
In addition to the standard note that can be added to a project in the Communications tab, you also have the option to create Microsoft OneNote notes that are saved as part of a OneNote notebook associated with a project.
To access th...
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Last Updated: 08/08/2025
in Interface
View Excel Data in BrightWork 365
When Microsoft Excel is added to Power Apps, Excel becomes a data source. You can view the Excel table data within Power Apps. For more information see this View Excel Data article.
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Last Updated: 08/06/2025
in Projects Your browser does not support HTML5 video. 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. Iss...
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