Brilliance One Projects

Plan the work. Connect the delivery.

Manage projects, tasks, responsibilities, milestones, timelines, time entries, costs, documents, communication, and delivery activity from one connected platform.

Brilliance One Projects keeps delivery work connected to customers, employees, documents, expenses, communications, accounting, and the operational workflows surrounding the project.

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Projects • Tasks • Milestones • Time • Documents
Brilliance One project management

Connected Delivery

Project management inside the business system.

Bring project plans, responsibilities, time, costs, documents, communication, customer context, and delivery status together instead of maintaining them across disconnected tools.

Planning

Centralized Project Work

Plan, prioritize, assign, and monitor projects and related work from one shared operational workspace.

Time & Cost

Track Delivery Activity

Record supported billable time, internal labor, project costs, and delivery activity with links to customer, reporting, payroll, and accounting context where configured.

Visibility

Permission-Aware Updates

Share appropriate project information with internal teams, leadership, customers, vendors, or other stakeholders based on configured access.

Project Structure

Break complex work into manageable parts.

Organize delivery around projects, phases, milestones, tasks, responsibilities, priorities, timelines, and status information.

Projects Create the primary record for the work, customer, objective, ownership, and delivery context.
Phases Break larger projects into meaningful stages of delivery where supported.
Milestones Track important delivery points, deadlines, approvals, or other significant project events.
Tasks Define specific work that needs to be completed as part of the larger project.
Owners Associate responsibility with the appropriate employee, team, or participant.
Status Maintain current progress, priorities, blockers, and other delivery context.

Delivery Lifecycle

From kickoff through completion and billing.

1

Plan

Define the project, scope, responsibilities, milestones, tasks, customer context, and expected delivery timeline.

2

Execute

Track work, time, documents, communication, blockers, status changes, costs, and stakeholder updates as delivery progresses.

3

Complete

Record completion, final documentation, billable activity, project outcomes, and other closing information.

Tasks & Responsibility

Make ownership clear.

Project delivery becomes easier to manage when teams can see what needs to happen, who owns it, when it is due, and how it relates to the larger objective.

  • Task ownership
  • Due dates
  • Priorities
  • Status
  • Dependencies where supported
  • Project association
  • Employee responsibility
  • Completion history

Accountability

Everyone should know what they own next.

Clear task responsibility and project context can reduce missed handoffs and make blockers easier to identify before they delay delivery.

Milestones & Timelines

Know where the project is and what needs to happen next.

Track project phases, deadlines, milestones, priorities, blockers, owners, and completion activity to maintain a clearer view of delivery progress.

Phases

Organize larger projects into meaningful stages of work.

Deadlines

Keep important target dates visible alongside the work they affect.

Milestones

Track major delivery points and project events that signal meaningful progress.

Owners

Associate responsibility with the people or teams expected to move the work forward.

Blockers

Record issues preventing work from progressing as expected.

Completion

Maintain project and milestone status as work moves toward delivery.

Time & Labor

Connect the hours to the work that produced them.

Project time entries can provide context for billable work, internal labor, employee activity, reporting, payroll workflows, and customer invoicing where those capabilities are configured.

  • Time entries
  • Billable time
  • Internal labor
  • Employee activity
  • Project association
  • Customer association
  • Payroll context
  • Billing context

Delivery Economics

Time becomes more useful when it is attached to the project.

Connecting labor and billable activity with project and customer records can help teams understand delivery effort and support downstream financial workflows.

Costs & Financial Context

Delivery has a financial side.

Connect appropriate time, expenses, labor, service activity, and other project costs with Accounting workflows where configured.

Labor

Employee Time

Associate supported employee time and internal labor activity with the appropriate project.

Expenses

Project Costs

Connect appropriate expenses and cost activity with project and customer context where supported.

Billing

Invoicing Context

Use appropriate billable project activity as context for downstream quoting, invoicing, and accounting workflows.

Project Documents

Keep files with the work they belong to.

Associate project-related documents with the project record so teams do not have to search across unrelated folders and systems for delivery context.

  • Contracts
  • Scopes of work
  • Approvals
  • Images
  • Change orders
  • Supporting files
  • Delivery documents
  • Customer documentation

Connected Records

Project documentation should stay with the project history.

Keeping supporting files attached to the operational record can give users better context when reviewing decisions, approvals, changes, and delivery activity.

Project Communication

Keep updates connected to delivery.

Project communication can remain associated with the customer, team, project, task, or workflow behind the message instead of existing as unrelated conversations.

Customers

Customer Updates

Share appropriate project information and communication with customers where access and workflows allow.

Teams

Internal Coordination

Use connected communication and notification workflows to coordinate responsibilities and project activity internally.

Vendors

External Coordination

Keep appropriate vendor, partner, contractor, or external-team communication tied to the underlying project context.

Stakeholder Visibility

Share progress without sharing everything.

Different stakeholders may need different levels of project information. Brilliance One can use permissions and configured visibility to help limit project access appropriately.

  • Internal teams
  • Leadership
  • Customers
  • Vendors
  • Partners
  • Contractors
  • Project-specific access
  • Permission-aware visibility

Controlled Transparency

The right stakeholder should see the right project context.

Project visibility can be managed using broader platform access controls so transparency does not require exposing unrelated or sensitive operational information.

Projects + Automation

Let project activity trigger the next workflow.

Where configured, project events can participate in Brilliance One Automations so routine communication and administrative follow-up can occur as delivery progresses.

Milestones

Milestone Follow-Up

Trigger supported notifications or other workflow actions when important project milestones are reached.

Status

Status-Based Workflows

Use supported project or task status changes as inputs to downstream workflow behavior.

Notifications

Team & Customer Updates

Send appropriate internal or external notifications as configured project activity occurs.

Delivery Controls

Keep project delivery structured and connected.

Project work becomes easier to understand when milestones, time, documents, customer context, financial information, and related operational activity remain connected to the same record.

Milestones

Delivery Visibility

Track supported phases, timelines, owners, priorities, status changes, blockers, and completion progress.

Time

Billable & Internal Work

Connect project work with supported time entries, internal labor, service records, payroll context, customer accounts, and invoicing workflows.

Documents

Project File History

Associate contracts, scopes, approvals, images, change orders, and supporting files directly with the project.

Integration

Cross-Module Execution

Connect appropriate project data with Accounts, Communications, Accounting, HR, Documents, Automations, tasks, and reporting.

Connected Operations

Projects touch the rest of the business.

Delivery work can participate across Brilliance One customer, employee, communication, financial, document, automation, scheduling, and reporting workflows.

Accounts

Connect projects with customers, organizations, contacts, vendors, partners, and other relationship records.

Human Resources

Associate employees, responsibilities, workforce context, and time activity with project delivery.

Accounting

Connect supported project time, expenses, customer billing, and financial activity with Accounting workflows.

Communications

Keep project-related messages, notifications, and customer communication associated with the underlying delivery context.

Documents

Maintain appropriate contracts, files, images, scopes, approvals, and supporting project documentation.

Automations

Trigger supported communication and administrative workflows from project status, milestones, or other configured events.

Integrated Suite

When project delivery connects to the whole business.

Extend Brilliance One beyond project management with connected CRM, HR, Accounting, Communications, Automations, Documents, Scheduling, Technology, reporting, and other operational modules.

Enterprise Extensions

Specialized modules. Deeper operational capability.

Expand Brilliance One with specialized modules for financial management, content, compliance, training, industry workflows, workforce operations, reporting, marketing, commerce, projects, scheduling, and technology management.

Accounting

Accounting

Connect financial operations with the rest of your business. Manage quotes, invoices, payments, expenses, banking activity, ledger records, and reporting alongside the customers, projects, vendors, products, and workflows behind them.

Learn about Accounting

CMS

CMS

Create and manage websites, pages, forms, blogs, and digital content while connecting your public presence directly to customer records, marketing, automation, and the broader Brilliance One platform.

Learn about CMS

Courses

Courses

Create and manage training, curriculum, lessons, assessments, and educational content while keeping learning activity connected to users, customers, employees, or other records in the Brilliance One ecosystem.

Learn about Courses

Drug Testing

Drug Testing

Manage drug-testing workflows, screenings, documentation, results, employer records, and compliance-related activity while keeping sensitive information connected to the appropriate people, organizations, and operational history.

Learn about Drug Testing

Human Resources

Human Resources

Manage employee records, onboarding, responsibilities, workforce information, and HR workflows while connecting your team to scheduling, projects, documents, training, security, and broader business operations.

Learn about Human Resources

Insights

Insights

Turn operational data into useful business context with dashboards, reporting, analytics, and performance visibility across customers, communications, financial activity, projects, marketing, and other connected workflows.

Learn about Insights

Marketing

Amplify your brand’s reach. Create campaigns, track engagement, manage growth channels, and turn prospects into loyal customers with precision marketing tools.

Grow Your Brand →

Projects

Projects

Plan and manage projects, tasks, responsibilities, timelines, milestones, and related activity while connecting delivery work to customers, employees, documents, expenses, communications, and broader business operations.

Learn about Projects

Technology

Technology

Manage system assets, integrations, webhooks, infrastructure relationships, connected services, and other technology resources that support your Brilliance One environment and business workflows.

Learn about Technology

Brilliance One Projects

Organize the work. Keep delivery connected.

Plan projects, assign responsibilities, track milestones, record time and costs, manage documents, communicate with stakeholders, and connect delivery activity with the customers, employees, accounting, and workflows behind it.

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Brilliance One • Projects • Tasks • Time • Delivery • Connected Operations