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Last Updated: 06/23/2022
in Projects Actions Section The Actions section provides users with the ability to create, edit and view details in relation to Action, Resolution, Approval, and Notes, so they can keep projects on track. To access Actions, click on the Actions ta...
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Last Updated: 06/23/2022
in Administration BrightWork 365 provides multiple security roles to choose from, each with different purposes. The roles noted below are grouped by how they are used in the solution. For more granular security role details see the spreadsheet BrightWork 365 Securit...
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Last Updated: 06/23/2022
in Administration
Definitions Security: Methods for protecting the system as a whole and the data housed within the system. Security is cumulative. User S...
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Last Updated: 06/23/2022
in Portfolios The BrightWork 365 Costs section of portfolios and programs provides a method for rolling up project budgeted and actual costs. Portfolio & Program Level Cost Tracking To enter the Costs section, click on the Costs tab of a portfolio or progra...
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Last Updated: 06/23/2022
in Portfolios
Programs Introduction A Program is the first child level of a Portfolio. It allows users to group related projects together in order to manage and report on them in a coordinated way. Creating Programs Click i...
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Last Updated: 06/23/2022
in Portfolios
Portfolios Introduction Portfolios are the highest parent level within the BrightWork 365 hierarchy. Portfolios consist of child programs and all the projects within their respective programs. Your BrightWork 365 e...
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Last Updated: 06/23/2022
in Projects The BrightWork 365 Costs tab provides a comprehensive method for capturing and tracking budgeted and actual costs at the project and individual cost item levels. Project Level Cost Tracking To enter the Costs module, click on the Costs...
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Last Updated: 06/23/2022
in Projects
The Gantt section of a project is the main area for task management
Create a New Task Click into the Gantt tab within a project. You can add a new task in a couple of ways: In the Gantt menu click +...
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Last Updated: 06/23/2022
in Projects All Templates Also see our project template related best practice webinar . Only templates that were created from a Content Template will be prepopulated with project data. User entered dates will be saved as time zone independ...
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Last Updated: 06/23/2022
in Requests 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, ...