Project Management Office template

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Overview

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Bring clarity and control to your entire project portfolio with this ready-to-use Project Management Office (PMO) template. Designed for teams overseeing multiple initiatives, this template helps standardise project intake, streamline governance, and give leadership real-time visibility into progress, risks, and resourcing.

What this template helps you do:

  • Capture and triage new project requests through a standard intake process
  • Track project status, milestones, budgets, and risks in one shared workspace
  • Monitor portfolio performance with dashboards for KPIs, timelines, and resourcing
  • Automate approval workflows and reminders to keep everything moving
  • Customise fields, views, and permissions to match your governance model

Perfect for:

  • PMO teams managing large or complex portfolios
  • Project managers needing consistent workflows and reporting
  • Leadership and finance teams who want clear visibility into delivery and impact

Template includes:

  • Tables for Projects, Milestones, Tasks, Risks, Resources, and Benefits
  • Dashboards for portfolio status, project timelines, and resource capacity
  • Forms for project requests, weekly updates, and issue reporting
  • Workflow automation for approvals, stage gates, and risk escalation

Get started in minutes—no setup overhead or coding required. Simply install the template, invite your team, and start managing projects with confidence.

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