Project Management Templates for SharePoint

BrightWork Project Templates give teams the flexibility to work they want to with features like work reports, Agile Boards, and document management. 
Projects and Work Tracker

Track the high-level details of multiple projects in one site.

Project Lite

Track one project with a light amount of project management processes.

Project Standard

Track one project with a medium amount of project management processes.

Phase Gate

A template for phased approaches to project management, configurable as needed.

Project Structured

A fully-structured project site for managing complex projects, including the use of Microsoft Project Professional.

Free SharePoint Project Management Template

Start managing a single project with a simple and intuitive template for SharePoint On-Premises.

Projects and Work Tracker 

BrightWork Projects and Work Tracker

About the template:

The Projects and Work Tracker is a single SharePoint project site for tracking the high-level details of multiple projects, including tasks, issues, and documents.

Use cases:

The template is ideal for simple projects that don’t need too much process and for teams that are new to project management.

Popular Features
  • Project Statement / Charter
  • Project Tasks
  • Project Deliverables / Documents
  • Project Issues
  • Work Reports / Dashboards
  • Configurable Project Reports / Dashboards
  • Auto-email reports to stakeholders.
QuoteSharePoint Administrator
Government
 
”Your product makes me so happy!!! It works consistently, is easy to set up and use, and does what I’ve always wished I could do for project management in SharePoint.”

Project Lite

BrightWork Project Lite Template SharePoint

About the template:

The Project Lite template is a single SharePoint project site for tracking one project with a light amount of project management.

Use cases:

The template is ideal for projects that need light project processes and for teams that are new to project management.

Popular Features
  • Kanban Boards
  • Project Status Reports
  • Project Reports / Dashboards
  • Project Statement / Charter
  • Project Tasks
  • Project Deliverables / Documents
  • Project Issues
  • Work Reports / Dashboards
  • Configurable Project Reports / Dashboards
  • Auto-email reports to stakeholders.

Get started with BrightWork

Our free Project Management Template has everything you need to manage a project with SharePoint On-Premises.

Project Standard

BrightWork Project Standard Template SharePoint

About the template:

The Project Standard template is a single SharePoint project site for tracking one project with a medium amount of project management.

Use cases:

BrightWork customers use this template to manage projects in various business departments including sales, marketing, engineering, and finance.

Popular Features
  • In-Browser Task Scheduling
  • Project Resource Reporting
  • Project Statement / Charter
  • Project Goals
  • Kanban Boards
  • Project Tasks
  • Project Deliverables / Documents
  • Project Issues
  • Project Risks
  • Project Metrics
  • Work Reports / Dashboards
  • Configurable Project Reports / Dashboards
  • Project Status Reports
  • Auto-email reports to stakeholders.
  •  
QuoteNicole Taylor,
Director, IT PMO, Triumph Group
 
“From a user adoption perspective, it was really easy for Triumph users to utilize BrightWork because they were already familiar with navigating SharePoint.”

Phase Gate

BrightWork Phase Gate Template SharePoint

About the template:

The Phase Gate template is built on the Project Standard Template (described above).

The Phase Gate Template ships with three sample project phases – Plan, Initiate, and Execute – pre-populated in the project site.

The template can be configured to your requirements.

Use cases:

The template is used by teams who want to add formal reviews and checks of the project at pre-designated phases and gates.

Popular Features
  • In-Browser Task Scheduling
  • Project Resource Reporting
  • Project Statement / Charter
  • Project Goals
  • Kanban Boards
  • Project Tasks
  • Project Deliverables / Documents
  • Project Issues
  • Project Risks
  • Project Metrics
  • Work Reports / Dashboards
  • Configurable Project Reports / Dashboards
  • Project Status Reports
  • Auto-email reports to stakeholders.
  •  

Project Structured

BrightWork Project Structured Template SharePoint

About the template:

The Project Structured template delivers a fully-structured project site for managing complex projects.

Building on the capabilities of the Project Standard Template, the Project Structured template includes Team and Role definitions, Change Requests, and Lessons Learned.

Project Structured also provides enhanced SharePoint to Microsoft Project Professional integration and facilitates the syncing of extra auto-calculated information into SharePoint such as Baseline information; Costs; and Planned Work and Duration.

Use cases:

The template is used to manage more complex and difficult projects.  

The template is also popular with experienced project managers who want to use Microsoft Project Professional to manage their project and the project team.

Popular Features
  • In-Browser Task Scheduling
  • Project Resource Reporting
  • Project Statement / Charter
  • Project Goals
  • Kanban Boards
  • Project Tasks
  • Project Deliverables / Documents
  • Project Issues
  • Project Risks
  • Project Metrics
  • Work Reports / Dashboards
  • Configurable Project Reports / Dashboards
  • Project Status Reports
  • Auto-email reports to stakeholders.
  •  
Learn more about using BrightWork Project Management Templates for SharePoint. 
How BrightWork Uses BrightWork for Marketing Projects
Manage Projects and Portfolios with SharePoint

Product Overview
Manage projects and portfolios on SharePoint On-Premises.

BrightWork and SharePoint On-Premises 
Learn more about deploying BrightWork in your SharePoint environment.

What’s New in BrightWork
Read more about the latest release, including the enhanced Gantt Chart web part.

Customer Stories
See how BrightWork helps organizations to reach their goals.

Templates Home

Configurable SharePoint templates for every team and industry.

Project Templates

Start every project the right way with ready-to-use templates.

Portfolio Templates

Get complete visibility across all projects and portfolios.

Free Template

Download a no-code SharePoint Project Management Template.

BrightWork Services
Get more value from BrightWork with training and support.

Start-Evolve
The BrightWork approach to successful Project and Portfolio Management on SharePoint.

3D Deployment
Get up and running quickly with BrightWork using our simple 3-step process.

Solution Services
Project Services
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On-Premise Pricing

Plans for BrightWork On-Premise, installed in your SharePoint 2013, 2016, 2019 environment.

Cloud Pricing

Plans for BrightWork Online – Shared, Dedicated, FedRAMP, and HIPAA/HITRUST compliant options.

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Full access to all templates and dashboards for 30 days. No credit card required. 

Blog
Tips and how-to articles to make project management easier.

 CPM Handbook
Download your free copy of our project and leadership handbook.

 Webinars
Visit our library of upcoming events and on-demand recordings.

 Guides and Ebooks
Get free project management content and resources.