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.Â
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 Template
Start quickly and track a single project with a free, ready-to-use, intuitive template. No coding required.
Free SharePoint Project Management Template
Start managing a single project with a simple and intuitive template for SharePoint On-Premises.
Projects and Work TrackerÂ
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.
Project Lite
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
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.
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Phase Gate
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.
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Project Structured
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. Â
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.
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