Project Management

Project Management Templates



Managing projects of type, be they building projects, or on boarding a new team can be done within Jira Service Desk using these ProForma form and process templates. All templates can be found within the Template Library of the ProForma add-on for Jira, which you can try for free for 30 days.




Process: Business case

Document the business case for conducting the project.

Process: Change control

Manage and respond to requests to change an element of the project from what is currently planned.

Process: Highlight report

Document the highlights of what has been completed on a given project during the reporting period. Includes financial tracking.

Process: Milestone variation

Submit a variation to the estimated completion date of a deliverable including the reason for the delay and the affect the delay will have on the overall project.

Process: Project initiation

Completed a project initiation document to define the parameters of the proposed project including the person(s) responsible, the objectives, deliverables and criteria for measuring the success of the project.

Process: Project management checklists

Document that all necessary steps have been taken for each phase of the project.

Process: Project Poster (Atlassian template)

Create a project poster to identify how you will approach the problem, define scope and articulate your plan to project sponsors.

Process: Project responsibilities

Define, assign and record responsibilities for each project task.

Process: Risk analysis

Complete a risk analysis to identify and plan for any risks associated with the project.

Process: Stakeholder analysis

Define who should contribute to the project, where barriers might be, and the actions that need to be taken prior to detailed project planning.


These process and forms templates are available through the ProForma forms
add-on for JIRA Software and JIRA Service Desk.