Customizing your tasks is easy, and you can add or remove columns to the form using the List Settings page.
Once tasks have been added to a project you can include tasks that have a date to the Timeline. There are two ways to do this:
Option 1: Using the Ribbon Action
Option 2: Using the Task's Menu
Generally it is recommended to include major project tasks only, such has Tasks representing project phases or zero duration milestone tasks.
Timelines appear by default with the Tasks list and on the Home page of BrightWork projects. They can also be added to any web part page in a project site by adding the web part from the Content Rollup category selecting Timeline.
Tracking Issues and Risks is simple in BrightWork. To track your issues, you can just click Issue Reports on the Quick Launch. This will take you to a page where all the issues in your project are available. You can report on all open issues, all issues that are in a warning or danger state, overdue, or closed.
To update an issue you can just click its title in the view and then click edit item. Make your changes and click Save.
If you want to flag a task as an issue, just edit the item as usual, and then click the Issue Indicator checkbox and give a description of the issue. This will now appear in your Issue Reports.
In more complex templates you can manage Risks. To do this, just click Risks on the left hand Quick Launch. Now you can edit a list of pre-defined risks or add your own.
BrightWork task lists have a built-in scheduler that lets you keep your tasks in a schedule based on predecessors. You can chain task after task, roll that information up into a summary task, then promote that information to metrics. It's really simple and can automatically calulate using a timer job, so your tasks will always be correctly aligned to your schedule.
To schedule your tasks:
Your tasks will now have their dates and durations automatically calculated, keeping them in line. A scheduled Timer Job will then make sure they stay in check.
You can also move your schedule using the Move Schedule action in the ribbon and picking a new date to align your schedule around.
To get Microsoft Project Professional 2013 and BrightWork working together, you'll need to use the Project Structured template for your project. This has a custom project file in its site assets folder that uses a macro to fill out all the special BrightWork columns. If you are using a Project Structured based site, the syncing process is just a few steps.
To activate the schedule email feature, your admin needs to enable the scheduled email timer job in Central Administration, but that only needs to be done once. Then you just need to turn on the scheduled email feature in the Site Features of your project.
Scheduled e-mails send according to the timer job settings. If you want to run the email straight away, click in the Advanced Share button and click View Scheduled Emails. Then click the title of the email you want to run and click the Run Email Now button at the bottom of the page.
To refresh your project metrics:
Project Metrics normally run on a timer job so that everything updates at a quiet time, usually in the early morning. Running it yourself is an option if you need to get up-to-the-minute numbers for your project.
To update an individual metric:
The Share section of the ribbon isn't just for exporting to Excel. You can export to XML, Static Excel, Dynamic Excel, or email the report. If you want a hard copy, just click the Print button.