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BrightWork 365 Project Templates
All Templates Also see our project template related best practice webinar . Only templates that were created from a Content Template will be prepopulated with project data. User entered dates will be saved as time zone independ...
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
The Gantt section of a project is the main area for 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 +...
Work Reports
BrightWork 365 provides a number of rollup work-related Power Apps reports for the various types of work that can be assigned to project team members. My Work This report rolls up all work items assigned to the logged in user. Users can choo...
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 Sch...
Actions
Actions Section The Actions section provides users with the ability to create, edit and view details in relation to Action, Resolution, Approval, and Notes, so they can keep projects on track.  To access Actions, click on the Actions ta...
Costs
The BrightWork 365 Costs tab provides a comprehensive method for capturing and tracking budgeted and actual costs at the project and individual cost item levels.  Project Level Cost Tracking To enter the Costs module, click on the Costs...
Communications
The BrightWork 365 Communications section provides a comprehensive method for capturing various communication related activities at the project, program, or portfolio level. To access Communications, click on the Communicatio...
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 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 any project data is deleted it cannot be re...