Project Management Templates in Microsoft 365
Standardize your processes with best-practice project management templates.
Why Choose Templates for Project Portfolio Management
To Visualize…
your business process flows with the help of out-of-the-box PPM templates.
To Define…
Project workflows and standardize processes for your teams by choosing the right templates.
To Monitor…
your project progress and also manage any risks at each step of your project.
BrightWork 365 Template Spectrum
The BrightWork 365 Solution includes templates for projects, portfolios, day-to-day work management, and collaboration. The templates support varying levels of project complexity and processes – from Light to Structured based on our Start-Evolve Approach.
BrightWork Deployment Approach: Start-Evolve
Start  quickly to get immediate standardization and visibility for your projects so you can easily control your project portfolio.
Evolve by adding and maturing your project management processes and practices to achieve more timely and predictable outcomes.
BrightWork 365 Project Stage Business Process Flow
Standardize your project management processes with best-practice templates. Each template has its own project stage Business Process Flow. Choose from the built-in templates or customize them to suit the maturity stage of your projects.
Project Management Templates on Microsoft 365
Manage tasks, track progress, and increase collaboration, in one tool.
Project Light
A starter template for managing projects that are at the low end of the complexity spectrum for projects that require small amounts of project management.
Project Standard
Placed in the middle of the complexity spectrum, this template provides a semi-structured process that is useful for a range of business departments to run their projects including sales, marketing, engineering, finance, etc.
Project Structured
This starter template is for managing projects that are in the high end of the complexity spectrum.
New Product Introduction
A series of project management tabs, fields, and a Business Process Flow (BPF) that relates to the submission of a new product idea and managing the delivery of the new product.
Product Update
Request projects for complex support issues. It follows a gated approach with approvals required to move from the Charter stage into Execution, and to close out the project.
Portfolio Management Templates on Microsoft 365
Get high-level visibility into the health of multiple project portfolios and programs.
Portfolio Management Template
- Portfolios are the highest parent level within the BrightWork 365 hierarchy.
- Set up your different programs and projects within your portfolios.
- Create real-time cross-project dashboards for managing project portfolios in one place.
Program Management Template
- Programs allow users to group related projects together to manage and report on them in an organized way.
- Create a set of real-time cross-project dashboards for managing project programs in one place.
- You can easily view all Projects, Documents, Issues, Risks, and Program Settings that are related to a selected Program.
Reporting Template
- Create and share dynamic, real-time reporting on any program or portfolio in Power Apps or Power BI.
- BrightWork 365 integrates with Microsoft Apps to enable you to set up interactive reports so you can track progress on project tasks.
- Analyze data and share data-backed insights using the business intelligence of Power BI-enabled reports.
BrightWork 365 Project Request Approval Process
Project Request Management Templates for Microsoft 365. Manage new project requests for your project pipeline. Submit, review, rank, approve or reject new project requests.
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