Requests

Overview Demo
Extended Demo

Articles

Request a Project
The project management lifecycle will typically begin in the BrightWork 365 Requests area, where a Requestor submits an idea for a new project along with details needed for an approval decision. Through workflows, notifications and reports, ...
Request Approval Stages
BrightWork 365 supports four request approval levels. The levels relate to the number of approval stages a project request will go through before project creation. Project Request - 0 Stage No approval stages: The project is created without a...
Receiver Review of the Project Request
Receiver Review of Requests The Receiver reviews the submitted request in the second stage of the request process. To see the request available for review, the Receiver can check the email that was automatically sent when the Requestor sub...
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 doe...
Copy Custom Column Data from Requests to Projects