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BrightWork 365 Project Templates
All Templates See our project template-related best practice webinar for additional information. Only templates that were created from a Content Template will be prepopulated with project data. User entered dates will be saved...
Create Projects
Request Process Overview Create Projects Without a Request Project titles must be unique, have a maximum of 50 characters, and should not contain any special characters including < > : * ? | Method 1: Create ...
Task Management
Create a New Task Click into the Gantt tab within a project. You can add a new task in a couple of ways: In the Gantt menu click + Add. Or, Right-click near an existing task and click + Add. Fill in the task details as explained in...
Work Reports
BrightWork 365 provides a number of rollup work-related reports for the various types of work that can be assigned to project team members. My Work The My Work report rolls up all work items assigned to the logged in user either in an indivi...
Project Status Reporting
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 values for Project Status, % Complete (Percent Complete), and other KPIs are m...
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 wit...
Costs
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 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 usually preferred over deletion because after any project data is deleted it ca...