Installation and upgrade information can be found in the Knowledge Base Administration category.
February 2023 (v1.6)
Request Templates & Project Templates
- Approvals in BrightWork 365 have been substantially redesigned to provide much greater control and numerous configuration options including the ability to:
- Work with any Business Process Flow up to 10 stages.
- Set Per-Stage Approvers.
- Use custom approval labels.
- In Requests, decide if the next approval should start manually or automatically.
- In Requests, decide if the creation of an approved project should be automatically or manually triggered.
- In Projects, specify if approval for changing stages is required.
- New Request Template and Project Template tables for setting approval and other settings relevant to Requests and Projects.
- Project Templates include a New Project Defaults section, where the following can be specified and will populate corresponding columns in new Requests and Projects:
- Content Template
- Portfolio
- Program
- Project Manager
- Project Sponsor
- Project Type
- Updated Approval email content and design, with new capability to include additional custom email text. Messages are clearer in their intent to allow for quick processing of appropriate approval decisions.
- Enhanced Request Template & Project Template copy functionality that brings the user into the copy when the copy process has completed.
- New BrightWork Approvals Coordinator security role.
- This security role is required to view the Approvals tab in Requests and Projects, be nominated as an Approvals Coordinator, and configure the approvals process.
- Approvals Coordinator gets notified when a new approval starts and of the approval outcome.
- The original Templates table and associated functionality will be deprecated in a future release.
Form Templates
- New Request Forms and Project Forms to support the new Approval process.
- A Version column has been added in Form Templates to restrict Version 1 Form Templates to be selected only in Templates, and Version 2 Form Templates to be selected only in the new Request Templates and Project Templates.
Requests
- New Approvals tab for the Approvals Coordinator to be able to configure the request approval process and adapt it as necessary.
- The Requests app has been updated with the same enhanced functionality as Requests in the full BrightWork 365 app.
Projects
- New Approvals tab for the Approvals Coordinator to be able to configure the project stage approval process and adapt it as necessary.
Gantt
- Gantt Grid View:
- The Assigned To column has been added to the grid side of the Gantt for greater visibility and to facilitate finding task assignees, and tasks that still require an assignment.
- The columns on the grid side of the Gantt can be filtered to limit the tasks displayed.
- Column widths can be adjusted.
- Displayed columns are now better tuned to support task tracking.
- Gantt Task Dialog:
- A Task Description field has been added to Task Details.
- Resources tab now displays individuals in alphabetical order.
- Dependency list is wider and easier to read.
- The Gantt Chart is now responsive to the screen space available and will resize to make best use of the available space.
- When adding a new task below another task, the new task copies the start date of the task above it and sets Percent Complete to 0%.
- Percent Complete now rounds to the nearest whole number.
- The date format displayed in the Gantt now uses the format specified in the logged in user's personal options settings.
- Improved contrast shading for the Percent Complete bar.
- Export to CSV option.
- More robust and stable Gantt functionality.
- Change in behavior when creating a new Task:
- Default Duration for new Tasks is now 1 day.
- Target dates are blank by default.
Site Map
- Addition of a new Templates Area. The Templates Area includes the following tables:
- Form Templates
- Request Templates
- Project Templates
- Templates (Version 1) - for customers upgrading from earlier versions of BrightWork 365
Form UI Updates
- New People Picker column type: Easier to use and lighter weight - does not create records, only stores the user name and email address.
Knowledge Base
- Updated Getting Started content.
- Updated Deployment content.
- Articles specific to prior versions of BrightWork 365 are now hidden; links to the hidden content are present in the related articles for this new version of BrightWork 365. Older articles will be deprecated with a future release.
Bug Fixes
- OneNote onetoc2 entries are now removed from the Power BI Documents report.
- Searching through the Gantt with "0" now works the same as with other numbers.
September 2022 (v1.5)
Enhancements to Status Reporting (Projects, Programs, Portfolios)
Several enhancements have been made to status reporting for Projects, Programs, and Portfolios:
- In projects you can now choose to have the app automatically set the Health KPI (Green, Yellow, Red), or have it set manually.
- Status Reports now have their own tab with relevant data exposed in a grid view.
- Emailed status reports now use HTML output instead of Microsoft Word.
- Quick Create has been replaced with the full form experience.
- Improved historical reporting.
Power BI Dashboard Reporting
- Power BI Dashboard reports are now divided into three pages for quicker refresh: My Work, Portfolio and Projects, and Project Documents.
- Power BI reports have been moved to the Dashboards section of the Site Map.
- Power BI login is no longer required (Microsoft licensing is still required, same as previously).
- Direct links to work items have been added to Work and My Work reports.
- A Costs and Budgets reporting tab has been added.
- Reporting now includes Project Type and Project Priority charts.
- "Open in Power BI" service is now available for greater flexibility and sharing options.
Site Map
- A separate Requests section has been added to the Site Map.
- The Projects Area switcher has been renamed to "Project Area".
- The Admin Area switcher has been renamed to "Admin Area".
- The My Work report has been moved to the top of the Site Map for more convenient access.
See BrightWork 365 Basic Orientation for related information.
Templates
- Task assignments in Content Templates are now carried over to new projects.
- A Priority column has been added to the Charter section of projects.
- A Project Type column has been added to the Project Details tab of project requests, and to the Charter tab of projects.
- The Risk Exposure column has been added to relevant views.
- Projects can be moved to different Programs and Programs can be moved to different Portfolios by users with appropriate BrightWork security roles; all child items will be updated accordingly.
- Issue and Risk escalations now automatically default to the current hierarchy location (Project, Program, Portfolio).
- Team members are now sorted by name in the Team tab of projects.
- The Project Stage details screen now includes Communications options in the Timeline section.
- The Program Settings tab in Programs has been restricted to users with the BrightWork PMO Manager security role.
Other Updates
- Home page summary metrics now have the metric name in the first column followed by the metric value.
- The Power BI My Work report now has direct links to the individual work items.
- Program and Portfolio reports no longer show % Complete.
- Cancelled approvals cancel the associated flow and send a message.
Bug Fixes
- Gantt handling of target dates has been improved, as well as calculations related to duration.
- Team members can now delete Issues and Risks that they've created themselves.
Release Upgrade Steps
Please contact your Customer Success Partner for details.
June 2022 (v1.4)
Home Page Project Summary Metrics
Live metric data from across all app areas have been added to the Home Page. Metric items link directly to their corresponding views.
Portfolio & Program Area Enhancements
In this release BrightWork 365 adds the Portfolio and Program features noted below for additional options to track and control your projects:
- Portfolio and Program Actions, Costs & Communications Logs.
- Enhanced Portfolio and Program Status pages: Added a Program Schedule section and renamed the Schedule section to Project Schedule.
New Power Apps Dashboards
- View and analyze critical portfolio data with a large variety of new Power Apps Dashboards with selectors and drill-down options.
Power BI Report Enhancements
- Documents from Actions and Costs are now included in the Power BI Project Documents dashboard.
- Added an Active Stage column and a Project Status filter to Power BI dashboards so users can find projects that have specific criteria.
- Added Last Refresh Date information to report pages.
Other Updates
- The Requests feature has been moved to the Projects area and the Requests area has been deprecated.
- There is a new Reports area, accessible from the main nav.
- The My Work reports have been moved from the Projects area to the Reports area.
- PBI Reports has been renamed to Power BI Reports and moved from the Portfolios area to the Reports area.
- Accessibility enhancements have been implemented including improved descriptive tool tips and link titles, screen reader compatibility, and navigation ease of use.
- Dates entered by users throughout the app will be saved as time zone independent UTC dates, not user local dates; the same dates will be displayed for all users irrespective of time zone.
- Admin > Teams is now named Admin > Dynamics Teams to better differentiate it from Teams within the Microsoft Teams app.
- Project views now place the Project Name column first instead of the Project Reference column.
Release Upgrade Steps
In the BrightWork 365 Install Guide.pdf be sure to review the section Upgrade BrightWork 365, including the additional steps related to setting up the Costs and Budgets field security profile, and republishing the Power BI template.
March 2022 (v1.3)
Actions | Costs | Communications
In this release BrightWork 365 adds the features noted below for additional options to track and control your projects' various actions, costs and communications:
- Actions: Log project actions, decisions, and changes.
- Costs: Costs provides a comprehensive method for capturing and tracking project budgets and actual costs at the project and individual item levels.
- Communications: Initiate and save project related Emails and Appointments directly in the BrightWork 365 app and save these as well as Phone Call details and Notes within associated projects.
Accounts & Contacts Lists
Save detailed Account and Contact information about companies and people external to your organization who play a crucial role in your projects and use the built-in integration between this data and your projects.
Gantt
When a task in the Gantt is edited either in the dialog or in the grid, the zoom factor for the Gantt will remain the same allowing users to continue editing tasks in a more convenient manner.
Cost and Work Reports
New cost-related Power Apps Charts and work-related Power BI Dashboards have been added in this release.
February 2022 (v1.2.1)
Copy Custom Request Columns to Projects
BrightWork 365 is now able to copy data from custom columns in a project request form to projects created from the request. New flow Copy Custom Request Columns to Project with data mapping functionality has been added to the BrightWork 365 solution. See the related article for customization instructions.
New Multiline Text Request Column "Target Customers"
New multiline text column Target Customers has been added to the Request template New Product Introduction. The older single line of text column Target Customers has been deprecated.
How to Copy Data from Deprecated Single Line of Text Column "Target Customers" to the new Multiline Text Column
If you previously added data to the now deprecated single line of text Target Customers column, follow these instructions to copy the data to the new multiline text column:
- In the Requests Area choose to create a personal view.
- In the personal view configuration screen click Edit Columns.
- Using Record Type Request add the new column Target Customers and the deprecated column xx_Target Customers.
- Click OK and save and close the view.
- In the Requests Area switch to your new personal view.
- Click Open in Excel Online.
- In Excel Online copy the data from the deprecated xx_Target Customers column to the new Target Customers column as you would typically do in a spreadsheet.
- Save the Excel file, click Track Progress, wait for the Excel Online import process to complete and close the import screen.
- Return to your custom view, refresh the screen and confirm that the old column data has been successfully copied into the new column.
January 2022 (v1.0.4)
New Requests App
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.
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
- Request
- Issue
- Risk
See Audit Tables.xlsx for a list of the columns that are audit-enabled.
Documents 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
- Request
- Issue
- Risk
Bug Fixes
- 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.