Articles
FAQs - 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...
Project Security & Access
This article is for BrightWork 365 Release 2024-2 and newer.
Project Management Context
Organizations are not always able to have entirely open access to their portfolio of projects, but rather need to take a more granular approa...
BrightWork 365 Starter Project Templates
2025-1 Project Management Context Not having a standard way to plan and manage projects is a common challenge among project managers. This is why adopting a configurable template approach from project selection to project close is c...
Create Projects
2025-1
BrightWork 365 ships with 5 Starter Project Templates out of the box: Project Light, Project Standard, Project Structured, Product Update, and New Product Idea. For template details, see the Templates article.
When...
Delete Projects
In order to delete a project, you must first delete all assignments associated with the project, and then delete all team members listed in the Team tab. Deleted items, i.e., projects, assignments, etc., are permanently removed and cannot be ...
Project Stage Approval Process
2025-1 & 2024-2
Project Management Context
Most projects benefit greatly from having a control process in place to move them along from one stage to the next while they are in execution. Without any form...
Approvals in Microsoft Teams
This article is for BrightWork 365 Release Sep 2023 (v1.8) and newer. Approvals in Microsoft Teams In addition to reviewing and acting on approval requests via the automatically generated approval request emails, you can also do so within Micr...
Gantt Chart & Task Management
2025-1
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Project Management Context
Planning a project prior to completing the build out of tasks in the Gantt will pay dividends throughout the full duration of...
Import Project Gantt Tasks
2025-1 & 2024-2
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 ...
Content Templates
2025-1
Project Management Context
Users have the option to create a special type of template from an existing project that will inclu...
Global Settings
2025-1 Your browser does not support HTML5 video. Project Management Context To enable project Gantt schedules to accurately reflect the organization's work practices, users with the BrightWork PMO Manager or System Administrator securi...
Non-Working Days
2025-1 & 2024-2
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Project Management Context
To enable project schedules to accurately reflect an organization's work practices, and to provide additional flexible schedulin...
Project Status Reporting
2025-1 & 2024-2
Project Management Context
Status reporting is an extremely efficient method for keeping multiple stakeholders informed about how projects are progressing. Crucial information such as a project's ...
Project Risks
Your browser does not support HTML5 video. 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 no...
Project Issues
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. Issues will often have a negative effect on scope, sc...
Actions
2025-1 & 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 can be cat...
Costs & Budgets
2025-1 & 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. When a...
Communications
2025-1 & 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...
Contacts
2025-1 & 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...
Accounts
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...
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 tab and ch...