Portfolio Management Templates on SharePoint

The Project Office allows senior executives to track the performance of multiple projects within a hierarchy in one place.

The template includes real-time dashboards that automatically roll-up data from all the projects located under it in the hierarchy.

The template can also be used to manage user access in BrightWork.

The Project Office can be used to manage projects in any business department, for example,  Marketing, Finance, and IT, or projects within a business transformation program.

The Portfolio Reporting Template is a cross-project reporting template that aggregates and rolls up data from multiple sites.

The Portfolio Reporting Site exists outside of the site hierarchy and reports only on the projects added to the Portfolio Projects list.

This template allows senior executives to create personalized portfolio reports with data they want to track from multiple projects, no matter where they are in the hierarchy.

The Project Request Manager Template allows organizations to manage new project requests, from draft to approval, in one place.

Using the template, project managers can easily submit an idea for review.

Senior executives can evaluate the new project request against business goals and approve or deny the project.

Automated email notifications and reminders keep the process flowing through every stage.

If the project is approved, simply use ‘Create Projects’ to launch the project site based on the information in the original request.

The template also includes a Resource Allocation list, which allows users to assign resources at a high-level when submitting a request.