Templates for your industry
Templates for manufacturing teams
ERP programs, process improvement and supplier selection. 19 templates from the library apply, each one the same configured workspace it is everywhere else: nothing is watered down per sector.
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The templates manufacturing teams reach for first.
Project deliveryStandardProject DeliveryA phased delivery plan from initiation to closure with milestones, dependencies, RAG status and a delivery dashboard.GanttBoardCalendarProject deliveryStandardImplementation TimelineDiscovery through Hypercare as one dependency chain: design, build, SIT, UAT, training, cutover and go-live.GanttBoardDashboardProject deliveryStandardHypercareA post-go-live ticket log with severities, a tickets-per-day chart and the exit criteria that end hypercare.GanttBoardDashboardAgileStandardProduct LaunchPMO, Product, Engineering, Marketing, Sales and Operations on one plan, with a launch campaign whose date moves when anything upstream slips.GanttBoardCalendarPMOProfessionalRisk RegisterScored risks on a probability-impact heat map, each linked to the mitigation tasks in the plan, with cost impact and escalation.GanttDashboardHeat mapSalesStandardSales PipelineOpportunities by quarter with value, probability, close date and stage, a board from Lead to Won, and a dashboard that reads as a forecast.BoardCalendarDashboard
The rest of the library for manufacturing
Grouped by the kind of work. Every one is the same template it is everywhere else on the site.
Project & Program Delivery
Plan complex initiatives with phases, milestones and dependencies.
Finance
Budgets and financial workflows.
ProfessionalBudget TrackerA budget register by cost category with planned, actual and committed cost, variance, and the earned-value Budget view.GanttDashboardBudgetStandardFinancial CloseA month-end close checklist on business days: reconciliations feed the consolidation, the consolidation feeds reporting, and sign-off waits on all of it.GanttBoardCalendarStandardAudit PreparationEvidence requests, walkthroughs and fieldwork on one timeline, with each request owned, dated and tracked from Requested to Accepted.GanttBoardDashboard
Legal & Compliance
Contracts and governance.
StandardLegal Request TrackerAn intake form and a queue for everything the business asks legal to do, with request type, priority, requesting team and an SLA date.BoardCalendarDashboardStandardContract ReviewContracts from request to signature: legal and business review, negotiation, approval and archive, with counterparty, value, renewal date and risk rating.GanttBoardCalendar
Operations
Operational processes.
StandardProcess ImprovementDefine, Measure, Analyse, Improve, Control as a linked plan with baseline and target KPIs, pilots and a control handover.GanttBoardDashboardStandardInventory Stock CountA multi-site stock register with SKU, on-hand against par, reorder flags, supplier links and a recurring count schedule on the calendar.BoardCalendarDashboard
IT & Technology
IT implementation and delivery.
StandardERP ImplementationAn ERP program from discovery through hypercare: process design, data migration, integration, testing, change and cutover as converging workstreams.GanttBoardDashboardStandardData MigrationProfiling, mapping, tooling, three trial loads with reconciliation, a dress rehearsal and the cutover load, linked so a failed trial pushes the cutover.GanttBoardDashboard
Procurement & Vendors
Sourcing and vendor selection.
StandardRFP & Vendor SelectionAn RFP from draft to award as a timeline, with each vendor scored on technical, commercial and risk criteria and the award gated on evaluation.GanttBoardCalendarStandardProcurement TrackerPurchase requests from Requested to Received with category, amount, supplier, approval and PO number, an intake form and a spend dashboard.BoardCalendarDashboard
Strategy & Planning
OKRs, business cases and initiatives.
Start a manufacturing project from a template
Create a free account, pick a template, and the views, fields, workflow, milestones, dependencies and dashboard are already there.