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. 

project visibility
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. 

BrightWork 365 Project Status Report
project management template

Portfolio Reporting Templates 

 

Dashboards 

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. 

More on Dashboards >> 

 
Microsoft 365 Integrations
BrightWork 365 Power BI All Work

Power BI dashboards 

Teams 

Excel 

SharePoint Online 

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