Articles
Request a Project
Request a Project The project management lifecycle will typically begin in the BrightWork 365 Requests area, where a Requestor submits a new project request along with details needed for an approval decision. Through workflows, notification...
Request Approval Stages
Out of the box, BrightWork 365 supports four request approval stages. The stages relate to the number of approval reviews (0, 1, 2, or 3) a project request will need to pass through before a project gets created. Project Request - 0 Stage No ...
Receiver Review of the Project Request
Receiver Review of Requests To view a request that is available for review, the Receiver can check the email that was automatically sent when the Requestor submitted the request. The Receiver can decide to: Accept the submitted reques...
Approver Review and Project Creation
Approver Review and Project Creation After the project request has been accepted by the Receiver, the Receiver will complete filling in the remaining Project Details fields, including the Approvers field; the Approvers field does a lookup...
BrightWork Requests App
This article is for BrightWork 365 Release Sep 2023 (v1.8) and newer. If you are using a Version 1 Project Request (deprecated), in order to avoid error messages when trying to save a request, your BrightWork 365 administrator will need to edit...
Approvals in Microsoft Teams App
This article is for BrightWork 365 Release Sep 2023 (v1.8) 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 Micr...