Projects - February 2023 (v1.6)

BrightWork 365 ships with 3 starter Project Templates out of the box: Project Standard, Product Update, and New Product Introduction. For template details, see the Templates article. Customers that have upgraded from BrightWork 365 versions pri...

For BrightWork 365 versions older than v1.6 see Prior Release Articles . Your browser does not support HTML5 video. In a Nutshell - Project Stage Approval Process Here's a summary of the project stage approval process from start to ...

For BrightWork 365 versions older than v1.6 see Prior Release Articles . Overview Demo Extra Features Your browser does not support HTML5 video. Create a New Gantt Task Click into the Gantt tab within a pro...

The BrightWork Team Member security role is required to import tasks. There is a technical limit of 1,000 tasks for the Gantt, but in order to have a reasonably responsive Gantt there is likely to be a practical lower limit based on perform...

For BrightWork 365 versions older than v1.6 see Prior Release Articles . Status Tab The Status tab displays current metrics and KPIs about the project. The Schedule date values will automatically populate based on work item dates, and...

Actions The Actions tab provides users with the ability to create, edit and view details in relation to an Action, a Resolution, an Approval, and to Notes, to help keep projects on track.  To access Actions, click on the Actions tab w...

The BrightWork 365 Costs tab provides a comprehensive method for capturing and tracking budgets and costs at the project and individual cost item levels.  Project Level Cost Tracking To enter the Costs module, click on the Costs tab wit...

The BrightWork 365 Communications tab provides a comprehensive method for capturing various communication related activities at the project, program, or portfolio level. To access Communications, click on the Communications  tab. The ini...

Located in the Admin Area > People section of the app, the Contacts feature provides a location to store information about people external to your organization such as vendors and contractors. These contacts can also be used to assign primary c...

Located in the Admin Area > People section of the app, the Accounts feature provides a location to store information about external organizations such as vendors and contractors. This data can be used in other areas of BrightWork 365 including ...

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. BrightWork 365 audit history has been enabled in the fo...

Archive a Project When it is no longer necessary for a project to be in Active  status, for example because it is deferred or closed, it can be archived and put into Read-only mode. Archiving is usually preferred over deletion of a projec...