Free Project Management Template for Banks and Credit Unions
An easy way to standardize project processes; transparent reporting.
The easiest way to manage projects on SharePoint
We’ve made project set up effortless so you can spend more time working with your team.
The free project template plugs into your existing SharePoint On-Premises infrastructure – no coding required.
Use the ‘Getting Started’ tiles to plan the project with a project statement, tasks, and documents in just a few clicks.
The project homepage includes ready-to-use metric tiles, charts, dashboards, and a Gantt chart.
Based on our proven 5-step project management process
Having a practical, flexible process for managing projects in place is key to success, especially if your team is new to project management.
We’ve put everything we’ve learned about managing projects in the past 25 years into the template so you get the right start, every time.
Everything you need to plan, track, and report on your project
The pre-planned site is packed with lists, web parts, and reports to help you manage and re-plan your project.
Based on a
Five-Step Approach to Projects
Start the right way with
Getting Started Tiles
Guide your team with the
Plan work with the
SharePoint Task List
Collaborate on deliverables with a
SharePoint Document Library
Track progress with
Personalized Work Reports
Keep stakeholders informed with
Regular Status Reports
Find and resolve
Issues and Risks
Get at-a-glance updates with
Metrics Tiles and RAG indicators