Articles
BrightWork 365 Starter Project Templates
2023-09 BrightWork 365 comes with five starter project templates to help you get started managing projects quickly: The Project Light starter template is for managing projects that are at the low end of the complexity spectrum f...
Create Projects
2023-09 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
2023-09 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 finish as it operates out of the box: (Optional) A user given th...
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
2023-09 Overview Demo Extra Features Your browser does not support HTML5 video. Create a New Gantt Task Click into the Gantt tab within a project. You can add a new task in a couple of ways: In the Gantt m...
Import Project Gantt Tasks
2023-09 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...
Project Status Reporting
Your browser does not support HTML5 video. 2023-09 Status Tab 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 Projec...
Actions
2023-09 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 Act...
Costs & Budgets
2023-09 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 Co...
Communications
2023-09 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
2023-09 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
2023-09 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 ...