Project Portfolio Management Templates

for Microsoft 365.

Use BrightWork 365 out-of-the-box best-practice Templates

Pre-built Project Portfolio Managment Templates give senior executives complete visibility across all projects in one place. 

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Portfolio Management Templates 

Report across the entire hierarchy of projects and programs in one dashboard with automated, real-time reports. 

Get a high-level view of how each Program within the Portfolio is performing with ready-to-use portfolio management templates. 

Quickly identify projects in trouble with summary dashboards of Risks and Issues that have been escalated to the Portfolio level – and drill down as necessary. 

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BrightWork 365 Project Status Report
project management template

Program Management Templates


Programs aggregate several related projects – such as by project type, business unit, or location. 

Get a high-level view of Project Status – high-level info – drill down as needed. 

Roll up Issues and Risks that have been escalated from the projects underneath. 

Add a Microsoft Teams team associated for your Program to collaborate on the projects in this program. 

project management template

Portfolio Reporting Templates 



BrightWork 365 Home Screen – See high-level metrics for new project Requests, Projects, and Portfolios. 

Power Apps dashboards – to view projects, programs, and portfolios and track progress at each step. 

Power BI-enabled dashboards – process high-level data to generate and share interactive project reports. Make data-backed business decisions with easy access to stats and performance. 

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