Projects

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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. It is in t...
Create Projects Without a Request
Many 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 projects ...
Task Management
The main area for task management operations is the Gantt section of the project record. Task Information Tabs General Task Name: The given name of the task. Duration: The number of days between the Current Start and Current Finish dat...
Resourcing
Dashboard 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 as well as othe...
Document Management
Document Management During the installation of BrightWork 365 a SharePoint site and accompanying document library were created for the environment. A folder for each Project exists in this library. You can create new Microsoft Office document...
Status Reports
Status Screen The Status  screen 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 Schedule&nb...
Project Area Views
The Projects Area comes with its own set of System Views in addition to any views you might have created on your own. Different views will present a different number of rows of project information depending on view filters, and/or a different set ...
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. While in a project record click Deactivate . Click Deactivate to confirm the deactivation r...