Portfolio Management Templates for SharePoint

Get immediate visibility into the health of multiple projects and the project pipeline.

Free Template Microsoft 365 Templates

Choose the Right Portfolio Template

Project Office

A set of real-time cross-project dashboards for managing projects and programs in one place.
Learn More

Portfolio Reporting

A dynamic, personalized Project Office, reporting on any project from any portfolio.
Learn More

Project Request Manager

Submit, review, rank, and approve or reject new project requests.
Learn More

Looking for templates on Microsoft 365?

BrightWork 365 lets you plan, manage, and collaborate in Microsoft 365.

See BrightWork 365 Free Projects Tracker

Project Office

A set of real-time cross-project dashboards for managing projects and programs in one place.

The Project Office provides senior executives with a single view of performance across multiple projects, using real-time roll-up dashboards and centralized user access management in BrightWork.
The Project Office can be used to manage projects in any business department, for example, Marketing, Finance, and IT, or projects within a business transformation program.
Automatically includes all projects in a hierarchy and provides configurable, real-time cross-project reporting that can be shared with stakeholders.

  • Automatic roll-up of all projects within a hierarchy

  • Real-time project status reports and charts

  • Gantt charts and schedule views across projects

  • Work, issue, and risk reports with visual dashboards

  • Scorecards of key metrics and exception/in-trouble reporting

  • End-user configurable reports that can be emailed to stakeholders

Portfolio Reporting

A dynamic, personalized Project Office, reporting on any project from any portfolio.

The Portfolio Reporting Template aggregates data from multiple projects and reports only on those added to its Portfolio Projects list, outside the site hierarchy.
This template allows senior executives to create personalized portfolio reports with data they want to track from multiple projects, no matter where they are in the hierarchy.
Allows flexible project selection and provides configurable, real-time cross-project dashboards that can be shared with stakeholders.

  • Flexible selection of projects

  • Real-time project status reports and charts

  • Gantt charts and schedule views

  • Work, issue, and risk reports with visual dashboards

  • Scorecards of key metrics and exception/in-trouble reporting

  • End-user configurable reports that can be emailed to stakeholders

Project Request Manager

Submit, review, rank, and approve or reject new project requests.

The Project Request Manager Template streamlines project requests from draft to approval, with automated notifications, executive evaluation, quick project creation, and high-level resource assignment

  • Configurable New Project Request Process

  • New Project Request List

  • Resource Allocation List and Reports

  • Automated and configurable email notifications

  • Approve, Reject, Review Cycle

  • Automated New Project Site Creation

Customer Success Stories

“Using the BrightWork templates, we now have a much better understanding of all projects underway, as well as a system to review and manage new project requests. We have greater visibility into what is on track and what is falling behind.”
– John Dunphy | Head of SharePoint Team, Siemens Healthineers
Read Full Story
“Using the BrightWork templates, we now have a much better understanding of all projects underway, as well as a system to review and manage new project requests. We have greater visibility into what is on track and what is falling behind.”
“BrightWork is the single source of the truth for Triumph Group when deciding whether to make an investment in a project. Providing the visibility required to prioritize and therefore making decisions to fund projects easier.”
– Dennis Conley and Nicole Taylor | IT PMO, Triumph Group
Read Full Story
“BrightWork is the single source of the truth for Triumph Group when deciding whether to make an investment in a project. Providing the visibility required to prioritize and therefore making decisions to fund projects easier.”
“BrightWork is a simple project management tool that can be used effectively by the whole project team without specialized or extensive training and knowledge.”
– Ben Stephenson | Executive Manager, Technology and Data, Police Credit Union
Read Full Story
“BrightWork is a simple project management tool that can be used effectively by the whole project team without specialized or extensive training and knowledge.”
“The ability to track status reports week to week, especially as projects get distracted or deferred, was huge for us.”
– Doug Waram | Supervisor of Application Services, County of Wellington
Read Full Story
“The ability to track status reports week to week, especially as projects get distracted or deferred, was huge for us.”
“With BrightWork, we can have multiple projects that all roll up to one status report or dashboard, that can be used by senior executives and project sponsors to see exactly where the project is.”
– Doug Kennedy | Senior Director, Project Management, AmSurg
Read Full Story
“With BrightWork, we can have multiple projects that all roll up to one status report or dashboard, that can be used by senior executives and project sponsors to see exactly where the project is.”

Looking for templates on Microsoft 365?

BrightWork 365 lets you plan, manage, and collaborate in Microsoft 365.

See BrightWork 365 Free Projects Tracker