Projects - September 2022 (v1.5)

All Templates See our project template-related best practice webinar for additional information. Only templates that are linked with a Content Template will be prepopulated with project data. User entered dates will be saved as ...

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 Proje...

Create a New Task Click into the Gantt tab within a project. You can add a new task in a couple of ways: In the Gantt menu click + Add. Or, Right-click near an existing task and click + Add and choose from the available options. ...

Status The Status tab displays current metrics and KPIs about the project. The Schedule date values will automatically populate based on work item dates, and the values for Project Status, % Complete (Percent Complete), and other KPIs are...

2024-2           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...

2024-2 Your browser does not support HTML5 video. The BrightWork 365 Costs tab provides a comprehensive method for capturing and tracking budgets and costs at the project and individual cost item levels.  ...

2024-2       Project Management Context The BrightWork 365 Communications tab provides a comprehensive method for capturing various communication related activities at the project, program, or portfolio level. ...

2024-2 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 a...

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 a...

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 ...

2024-03 Deactivate 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 deactivated and put into Read-only mode. Deactivating is usually preferred over del...