Articles
BrightWork 365 Starter Project Templates
2024-03
Project Management Introduction
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 proje...
Create Projects
2024-03 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. Customers that have upg...
Project Stage Approval Process
2024-03 Project Management Introduction 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 of control, there is a good am...
Approvals in Microsoft Teams
This article is for BrightWork 365 Release February 2023 (v1.6) 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...
Task Management
2024-03
Overview Demo
Extra Features
Project Management Introduction
Planning a project prior to completing the build out of tasks in the Gantt will pay divid...
Import Project Gantt Tasks
2024-03 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 bas...
Global Settings
2024-03 Project Management Introduction To enable project schedules to accurately reflect the organization's work practices, users with the BrightWork PMO Manager or System Administrator security role have the ability to set and update ...
Non-Working Days
2024-03 Project Management Introduction To enable project schedules to accurately reflect the organization's work practices, and to provide additional flexible scheduling options, users with the BrightWork PMO Manager or System Administ...
Project Status Reporting
2024-03 Project Management Introduction Status reporting is an extremely efficient method for keeping multiple stakeholders informed about how projects are progressing. Crucial information such as a project's overall status and he...
Actions
2024-03 Project Management Introduction 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 c...
Costs & Budgets
2024-03
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The BrightWork 365 Costs tab provides a comprehensive method for capturing and tracking budgets and costs at the project and individual cost item levels...
Communications
2024-03 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 t...
Contacts
2024-03 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 assig...
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
2024-03 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 ...