Updated Articles

  1. Actions

    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...
  2. BrightWork Security Roles Details

    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...
  3. BrightWork User Management

    Definitions Security: Methods for protecting the system as a whole and the data housed within the system. Security is cumulative.  User S...
  4. Portfolio & Program Costs

    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...
  5. Programs

    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...
  6. 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...
  7. Costs

    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...
  8. Task Management

    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 +...
  9. BrightWork 365 Project Templates

    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...
  10. 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, ...