Updated Articles

  1. Import Project Gantt Tasks

    2026-2 & 2026-1 The BrightWork Team Member security role is required to import tasks. There is a technical limit of 1,000 tasks for the Gantt, but in order to have a reasonably responsive Gantt there is like...
  2. Approvals in Microsoft Teams

    2026-2 Approvals in Microsoft Teams In addition to reviewing and acting on approval requests via the automatically generated approval request emails, and BrightWork Approvals , as part of the Request and Project ...
  3. Approvals in Microsoft Teams

    2026-2 Approvals in Microsoft Teams In addition to reviewing and acting on approval requests via the automatically generated approval request emails, and BrightWork Approvals , as part of the Request and Project ...
  4. Project Stage Approval Process

    2026-2 Project Management Context Most projects benefit greatly from having a control process in place to move them along from one stage to the next while they are in execution. Without any form of control, there is a...
  5. Copy to New Project

    2026-2 Project Management Context With the Copy to New Project feature, a project's Actual Project Manager and users with the BrightWork PMO Manager security role have a fast way to create a new project by copying information from an exist...
  6. Create Projects

    2026-2 BrightWork 365 ships with Starter Project Templates out of the box - see article BrightWork 365 Starter Project Templates  for details. When creating projects and choosing their programs and portfolios, conside...
  7. FAQs and Troubleshooting - Projects

    Are there out of the box starter project templates available?  Absolutely! See BrightWork 365 Starter Project Templates . Do projects created directly in the Projects module without a request require any approvals? No, users given the Bright...
  8. Project Template Switcher

    2026-2 Project Management Context The needs of a project can change over time. A template ideal for the initiation phase, that focuses on high-level goals and stakeholder alignment, may later require a more structured template that allows ...
  9. Request Form Details

    2026-2 Request Tabs Request Details The Request Details tab contains fields relevant to moving the request process forward as well as fields that will be copied over to the related new project that eventuall...
  10. FAQs - Requests

    2026-2 Are there out of the box starter Request templates available? Yes, BrightWork 365 comes with starter Request templates that are each associated with a type of project the requestor is interested in using, e.g., Project Tracker, Projec...