Projects

Are there out of the box starter project templates available?  Absolutely! See BrightWork 365 Starter Project Templates . Do projects created directly in the Projects module without a request require any approvals? No, users given the Bright...

Project Management Context Organizations are not always able to have entirely open access to their portfolio of projects, but rather need to take a more granular approach to security and access, while others are fine with users having access ...

2026-2 BrightWork 365 ships with Starter Project Templates out of the box - see article BrightWork 365 Starter Project Templates  for details. When creating projects and choosing their programs and portfolios, conside...

2026-2 With the Copy to New Project feature, a project's Actual Project Manager and users with the BrightWork PMO Manager security role have a fast way to create a new project by copying information from an existing project rather tha...

Project Management Context To enable project schedules to accurately reflect an organization's work practices, and to provide additional flexible scheduling options, users with the BrightWork PMO Manager security role or System Adminis...

2026-2 Project Management Context The Settings and Actions option on the Charter tab provides project managers with a convenient method for viewing Global Calendar Settings and configuring project-specific calendar settings for flexibl...

2026-2 This article is for Projects created in BrightWork 365 version 2026-1 and later . For all other versions, see the older article version tabs at the top of this article. How do you determine the BrightWork 365 version the projec...

2026-2 Project Management Context Planning a project prior to completing the build out of tasks will pay dividends throughout the full duration of the project. Planning is a team sport, and gaining input and understanding fr...

2026-2 Project Management Context 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 health, attri...

2026-2 Project Management Context 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 amount of risk...

2026-2 Approvals in Microsoft Teams In addition to reviewing and acting on approval requests via the automatically generated approval request emails, and BrightWork Approvals , as part of the Request and Project ...

Project Management Context 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 categorized as 'Actions'. The Actio...

Project Management Context A risk is an unplanned event that has some reasonable likelihood of occurring and would likely have an impact on a project, program, or portfolio. Although risks do not have a certain probability of oc...

Project Management Context An issue is an unplanned event or previously identified risk that has occurred and is likely to have an impact on the objectives of a project, portfolio, or program. Issues will often have a negative e...

Project Management Context 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 th...

The BrightWork 365 Costs tab provides a comprehensive method for capturing and tracking budgets and costs at the project and individual cost item levels. When a user is assigned to a cost, the Assignment table of the app is updated...

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. To view Audit History, click the Related...

2026-2 & 2026-1 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 like...

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 co...

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 a...

Only users with the BrightWork PMO Manager or Sys Admin security role can delete projects. In order to delete a project, you must first delete all assignments associated with the project, and then delete all team members listed in the Team ta...