Project and Portfolio Management for Banks and Credit Unions

Accelerate project delivery, reduce costs, and implement standard project processes with BrightWork for SharePoint On-Premises.

Banks and credit unions all over the world use BrightWork to manage their projects on SharePoint.

Standardize Processes with Project Management Templates

Get a Fast Start with Sharepoint Templates

Use no-code SharePoint templates to start projects the right way, every time.


Stay on Track with Transparent Reporting

Understand the big picture with real-time insights into performance, work reports, budget, and risks.


Automatically Send Reports to Senior Management

Keep stakeholders informed with real-time dashboards and automated email reports.

BrightWork Project Structured Template SharePoint
QuoteBen Stephenson,
Executive Manager, Technology and Data, Police Credit Union 
“BrightWork is a simple project management tool that can be used effectively by the whole project team without specialized or extensive training and knowledge.”

Execute the Right Projects To Reach Your Strategic Goals

Manage the New Project Pipeline

Ensure approved projects and programs are aligned to strategic goals with the Project Request Manager Template.


Optimize Resource Allocation

Plan resource assignments for upcoming initiatives and check assignments against current projects using a configurable calendar view.


Track the Progress of Approved Projects

Get instant visibility with real-time dashboards, drill-down reports, and interactive Power BI dashboards.

BrightWork Project Request Management
BrightWork Services for SharePoint

Control Standards and Reduce Risks

Leverage SharePoint Security and Permissions

Manage access to important information with standard SharePoint security settings such as encryption, permissions, and document alerts.


Track Risks Across Projects and Portfolios

Quickly find and resolve risks across projects and portfolios with a risk management module, configured to meet your needs.


React Quickly to New Regulations

Easily update live sites to comply with new requirements using BrightWork Template Design Sync.

BrightWork Project Risk Reports SharePoint
See how BrightWork makes it easy to deliver projects, improve collaboration, and control portfolios on SharePoint On-Premises (2019, 2016, 2013).


BrightWork Software

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

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

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
Platform Services
Want to know more about BrightWork 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.

SharePoint templates free

Free Trial

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

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

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

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

 Guides and Ebooks
Get free project management content and resources.