Included
Home, Outlook calendar, Project tracker, Issue tracker, Documents, Recycle bin, and a reusable Status report news-post template.
Deep Research · SharePoint · 13 July 2026
Acme Project Management Template Assessment
A practical validation plan for Microsoft's Project management Team site template. Research-only: the Acme site and external systems were not modified.
PRIVATE TEAM SITE MICROSOFT 365 CONNECTED VALIDATION SANDBOXHome Page
Hero, Countdown, Document library, Site activity, Events, News, Quick links, and People web parts.
Key Risk
Tracker presence does not prove due-date automation works. Connections, flow ownership, and real email delivery must be tested.
Recommendation: retain Acme as a private, synthetic-data test site. Validate group identity, tracker schemas, rules, Power Automate reminders, issue notifications, and status-report publishing before treating the template as operational. The durable runbook is maintained at
.forgebot/skills/sharepoint/references/acme-project-management-site.md.What Microsoft Actually Provisions
| Surface | Purpose | Acme validation |
|---|---|---|
| Project tracker | Lists-based work progress: work item, category, progress, priority, dates, assignee, notes, stakeholders. | Compare fields and test all state changes. |
| Issue tracker | Issue, description, priority, status, assignee, files, related issue; two assignment rules. | Test assignment email and preserve formatting JSON before changing choices. |
| Status report | Reusable news-post template using Text and Image web parts. | Assign owner/cadence; it is editorial, not an automatic roll-up. |
| Calendar & documents | Connected group calendar and shared document library. | Verify group, permissions, versioning, and synthetic files only. |
Automation: Three Different Mechanisms
List Rules
Work tracker includes two rules based on Priority and Progress. Issue tracker includes two rules that notify the assigned person.
Set a Reminder
A Date and Time column enables a Power Automate reminder, configured for a chosen number of days before the due date.
Template Flows
Business-application flows may require finish-setup and connector authentication. Solution-aware flows can be located by list ID.
Permissions Model
- Microsoft 365 group owners map to site owners; group members map to editable site members.
- Use group or Teams membership for collaborators to prevent disconnected permissions.
- Use SharePoint Visitors for view-only access; Microsoft 365 groups do not provide a view-only role.
- Keep Acme Private. A Public group-connected site can expose organization-wide edit access.
- Do not test external guests without explicit authorization and tenant/site policy review.
Recommended Acme Validation Checklist
- Confirm `/sites/Acme`, privacy, locale, time zone, and template history.
- Record M365 group alias, two owners, minimal members, and whether Teams exists.
- Inventory Home, Calendar, Documents, both trackers, and Status report template.
- Verify all documented Home web parts.
- Compare Project tracker fields, choices, views, formatting, and rules.
- Create labeled synthetic work item; exercise every progress state.
- Confirm Set a reminder appears for Due date.
- Inspect My flows and Solutions by list ID; complete connections if prompted.
- Use a near-due test item and verify actual reminder email.
- Record flow owner, backup owner, and failure-monitoring process.
- Verify Issue tracker fields, assignment rules, and related-issue lookup.
- Export formatting JSON before changing Status choices.
- Publish one synthetic status report and verify its audience.
- Assign report owner, cadence, RAG fields, risks, next steps, and decisions.
- Test Owner, Member, and Visitor access with approved identities.
- Confirm Visitors are read-only and lack group services.
- Review links/external sharing without enabling guests.
- Clean up synthetic data and preserve validation evidence.
Evidence and Caveats
Primary evidence came from Microsoft Support and Microsoft Learn documentation for the Project management template, Lists schemas, reminder flows, template-created flows, and SharePoint permissions. Internal evidence came from ForgeApps commit 7f8c974c5, the canonical SharePoint skill, and the new durable Acme management runbook at .forgebot/skills/sharepoint/references/acme-project-management-site.md.
Limitations: this delegated runtime did not have a live SharePoint connector or workplace-search connectors. Acme was not opened or changed, so current component and automation status remains to be verified with the checklist.
Microsoft template documentation · Microsoft Lists schemas · Reminder flow · Permissions guidance