Project Management Templates in Microsoft 365

Standardize your processes with best-practice project management templates.

Why Chose 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 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.

Start-Evolve BrightWork Approach

Start-Evolve

The BrightWork Approach to Successful Project Portfolio Management:

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.

Anatomy of a Project: Project Management With Microsoft 365

Join us for a best practice webinar, where we dissect the elements required to deliver a successful project from initiation to completion.

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 Light Template

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 Standard Template

Project Structured

This starter template is for managing projects that are in the high end of the complexity spectrum.

Project Structured Template

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.

power automate project request flow diagram

Manage Projects with Microsoft 365, Power Platform, and Teams

Collaborate seamlessly from anywhere, with BrightWork 365 and Microsoft Teams.