Updated Articles

  1. Communications

    2024-2             Project Management Context The BrightWork 365 Communications tab provides a comprehensive method for capturing various communication related activities at the project, program, or portfo...
  2. Costs & Budgets

    2024-2 Your browser does not support HTML5 video. The BrightWork 365 Costs tab provides a comprehensive method for capturing and tracking budgets and costs at the project and individual cost item levels.  ...
  3. Actions

    2024-2           Project Management Context Not all activity in a project rises to the level of a planned Gantt task. There is a lot of other work that needs to get done outside of the Gantt tab, all of whi...
  4. Non-Working Days

    2024-2 Project Management Context To enable project schedules to accurately reflect an organization's work practices, and to provide additional flexible scheduling options, users with the BrightWork PMO Manager security role...
  5. Project Stage Approval Process

    2024-2 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 contr...
  6. Import Project Gantt Tasks

    2024-2 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 likely to b...
  7. Create Projects

    2024-2 BrightWork 365 ships with 5 Starter Project Templates out of the box: Project Light, Project Standard, Project Structured, Product Update, and New Product Idea. For template details, see the Templates article. When c...
  8. Delete Projects

    In order to delete a project, you must first delete all assignments associated with the project, and then delete all team members listed in the Team tab. Deleted items, i.e., projects, assignments, etc., are permanently removed and cannot be ...
  9. Portfolio Security & Access

    This article is for BrightWork 365 Release 2024-2 and newer. Project Management Context Organizations do not always want to have entirely open access to their portfolio of projects, but rather need to take a more granular approach to...
  10. Configure Environment Currency

    In the Microsoft Power Platform admin center: Select the BrightWork 365 environment. Select Settings . Expand the Business category. Select Currencies . Select New at the top of the screen. Select the Currency Code value to add to...