New Features and Other Updates
Status Reports in Portfolios & Programs
You can now create a status report in portfolios and programs in addition to individual projects.
The status report is converted to a Microsoft Word document and added to the document folder associated with the portfolio or program.
You can also optionally email the Portfolio or Program Sponsor a copy of the Status Report docx.
Audit History in Projects, Tasks, Issues and Risks
Audit history has been enabled in the following tables:
- Project Task
See Audit Tables.xlsx for a list of the columns that are audit-enabled.
Project Document Report in Power BI
The BrightWork 365 PBIT has been updated to include a report that shows all the documents associated with a project.
This includes documents in the tables below:
- Project Task
The new Requests app provides unlicensed BrightWork 365 users that have the BrightWork Request Submitter role a means with which to log requests outside of the full BrightWork 365 app. Users of this app will have access to much of the same functionality as found in the Requests Area of the full BrightWork 365 app.
- Clicking the home page logos brings you to the associated tables instead of opening the tables in a popup.
- Create Teams Channel now uses 'Project Name - Reference Number' to create the channel. This is to prevent the flow failing due to a channel with that name already existing. In addition, if this flow fails (e.g. If the channel name exceeds 50 character), the person triggering the flow receives an email with an error message.