Request Process Overview
Create Projects Without a Request
Project titles must be unique, have a maximum of 50 characters, and should not contain any special characters including < > : * ? |
Method 1: Create Projects With a Request
The project management lifecycle will typically begin in the BrightWork 365 Requests Area, where a Requester submits an idea for a new project along with details needed for an approval decision. Through workflows, notifications and reports, the request process affords users an efficient method for starting the project management process. You can find detailed information about the formal request process in the Requests section of the Knowledge Base.
Method 2: Create Projects Without a Request
Some organizations will not need a formal request process for all their projects and will therefore allow certain users to create projects directly in the Projects Area. Users with the Project Manager or PMO security role will be able to create projects from a template using a simple interface thereby skipping the formal request process.
If a user with the Project Manager or PMO Manager security role clicks + New in the Projects Area, they will be presented with a project creation form. After filling in all necessary column values, switching the Create switch to Yes will initiate the project creation process.
If the Template selected does not have a Content Template (a reference to another project from which content will be copied), the project will be created instantly and the form will transition from the request form to the project form.
If the Template selected has a Content Template, the form will not transition to the Project form until the Create Project Flow has completed its processing (users will receive an email when the flow has completed), and the Refresh button is subsequently clicked.
The duration of the project creation process depends on the number of child rows (Tasks, Issues, Risks, etc.) present in the project getting created.