BrightWork 365 Project and Portfolio Management Templates

Project Portfolio Management Templates for Microsoft 365

BrightWork 365 leverages the Microsoft 365 tools you’re already using and wraps them up in easy-to-use project portfolio management templates.

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The Anatomy of Project Portfolio Management Templates for Microsoft 365

Project Management Templates for Microsoft 365

Manage tasks, track progress, and increase collaboration, in one tool.  

Project Standard

A semi-structured waterfall process that is useful for a range of business departments to run their projects including Sales, Marketing, Engineering, and Finance.

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

A set of real-time cross-project dashboards for managing project portfolios in one place.

Program Management Template

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

Portfolio Reporting Templates

Dynamic, real-time reporting on any program or portfolio in Power Apps or Power BI.

Project Request Management Templates for Microsoft 365

View and manage new project requests for your project pipeline.

Project Request Management

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

BrightWork 365 PPM Software for Microsoft 365

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