Projects

Articles

Project Templates Overview
Project Standard Template Overview The Project Standard template provides a semi-structured waterfall process that is useful for a range of business departments to run their projects including sales, marketing, engineering, finance. Proje...
Create Projects Without a Request
Some organizations will not need a formal request process for all 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 pro...
Task Management
The Gantt section of a project is the main area for task management Editing Gantt Data To make edits to an existing task, either single-click next to the task name and then click Edit  in the menu bar, or double-click in the ro...
Resourcing
Dashboard Work Reports With the coupling of BrightWork 365 and Microsoft Power BI, there are many resourcing report options available for your team to review and analyze. A main area for resourcing reports is in Dashboard | Work . These reports ...
Status Reports
Status Section The Status  section displays current metrics and KPIs about the project, and provides the project manager with the ability to create a snapshot status report of the project's standing at that moment in time. The Sched...
Audit History
BrightWork 365 combined with the Microsoft Power Platform provides organizations with the ability to track data change history and activity logging over time for use in analysis and reporting purposes. BrightWork 365 audit history has been enabled...
Archive Projects
When it is no longer necessary for a project to be in Active  status, for example because it is deferred or closed, it can easily be archived. Archiving is preferred over deletion since after a project is deleted it cannot be brought bac...