Articles
BrightWork 365 Starter Project Templates
For BrightWork 365 versions older than v1.6 see Prior Release Articles . Templates that are associated with a Content Template will be prepopulated with project data. User entered dates will be saved as time zone independent UTC dates, ...
Create Projects
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...
Project Stage Approval Process
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 ...
Approvals in Microsoft Teams
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 Microsoft Teams by installing Approvals in Microsoft Teams. See the ar...
Task Management
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...
Import Project Gantt Tasks
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...
Project Status Reporting
For BrightWork 365 versions older than v1.6 see Prior Release Articles . 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...
Actions
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...
Costs & Budgets
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...
Communications
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...
Contacts
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...
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 ...
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. BrightWork 365 audit history has been enabled in the fo...
Archive or Delete a Project
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...