RICO for Microsoft Teams
Your projects, portfolios, and project controls in one Teams workspace
RICO for Teams brings together three connected solutions: a project workspace for every team member, a PM Hub for the projects you own, and a Portfolio Hub for the projects across your portfolio.
Business challenges
Project work is connected. Access to it should be too.
Bring the information needed for delivery and oversight into the workspace where your team collaborates.
Information scattered across destinations
Plans, documents, project controls, and status information can be difficult to find when they are accessed separately.
Too much time navigating
Project and portfolio managers need a fast route to the projects and portfolios they oversee.
Conversations separated from the plan
Teams need access to the plan and supporting information close to the discussion.
Project detail without portfolio context
Leaders need to understand individual projects alongside portfolio-level status and metrics.
Product overview
Meet RICO for Teams
Three connected solutions serve the whole project team, project managers, and portfolio managers all within Microsoft Teams.
- 01 · All project team members
Project Workspace
Planner plan, project details, issues, risks, and documents in one Team, so everyone can access the information needed to collaborate and deliver.
- 02 · Project managers
PM Hub
A focused view of only the projects you own, with project details, status, and quick access to review items.
- 03 · Portfolio managers
Portfolio Hub
All projects in your Planner portfolio, Portfolio Pro review items, and AI conversations about performance data.
Core capabilities
Three solutions. One connected Teams experience.
Solution 01 · for all project team members
Project Workspace
The shared project workspace gives every team member access to the plan, project details, issues, risks, and documents alongside the conversations that move work forward, all in one Team.
Planner plan
Access the project plan where your team collaborates.
Project details
Keep objectives, ownership, status, and key information in view.
Issues and risks
Access project concerns and the actions needed to address them.
Documents
Keep supporting project documents accessible within the same Team.
Technical features
- Bring your configured Power Apps forms into your Microsoft Team.
- Automatically create your project tabs using RICO Hubs for Teams.
- Support your established processes with Enterprise Templates.
- Enable the use of Copilot or other AI tools.
- Set project security based on Microsoft Teams permissions.
Solution 02 · for project managers
PM Hub
View only the projects you own from one place, with project details, current status, and quick access to items requiring attention.
- Only projects you own
- Current project health and delivery status
- Portfolio metrics relevant to your projects
- Direct access to plans, documents, and project controls
Technical features
- See project status and metadata directly in your project list.
- Use PM Pro to identify project issues before they affect delivery.
- Use Enterprise Templates to follow your processes and best practices.
- Navigate directly to your Team and plan for easy access to the plan and project details.
Solution 03 · for portfolio managers
Portfolio Hub
See all projects in your Planner portfolio with project details and status, review items through Portfolio Pro, and interact with performance data using AI.
- Projects grouped across the portfolio
- Current status and health indicators
- Portfolio-level metrics and performance visibility
- Fast navigation from portfolio insight to project detail
Technical features
- View one or multiple portfolios with project status and metadata.
- Use Portfolio Pro to identify project issues before they affect delivery.
- Use Enterprise Templates to follow your processes and best practices.
- Navigate directly to your Team and plan for easy access to the plan and project details.
Business outcomes
Less searching. More informed action.
One shared
destinationKeep plans, documents, and project information together.
Faster
navigationGive each role an easy path to the work it manages.
Connected
oversightConnect project detail with portfolio-level context.
Informed
collaborationMake status, risks, issues, and changes visible in Teams.
RICO for Microsoft Teams
Role based value
The right entry point for every role.
Leaders
Access portfolio context and project information to understand current status and where attention is needed.
Portfolio managers
Use the Portfolio Hub to view projects across your portfolio and navigate from metrics to project detail.
Project managers
Use the PM Hub to access your projects, current health, plans, documents, and project controls.
Team members
Access the plan and project information within the Teams channel where you collaborate.
Microsoft first by design
Extend the tools your organization already uses.
RICO extends the Teams and Planner experience with a connected workspace for project execution and oversight.
Microsoft Teams
Role based hubs and project channels bring management information into your collaboration environment.
Microsoft Planner
Access the project plan alongside documents and project controls in Teams.
- Microsoft 365
Microsoft 365Enterprise readiness
Designed for organizational adoption.
Discuss how the solution will fit your Microsoft environment, access model, and governance requirements.
Security and data
Security, hosting, and data-protection details will be confirmed for your environment.
Permissions and access
Sign-in, multifactor authentication, role access, and Teams permissions will be confirmed for your environment.
Governance and administration
Governance configuration and ongoing administration responsibilities will be agreed with your team.
Scale and deployment
Installation model, prerequisites, supported scale, and deployment requirements will be confirmed with your team.
Implementation and support
A clear path to getting started.
Review your Teams structure, Planner plans, project controls, and the roles that need access.
Understand
Review projects, portfolios, channels, and information needs.
Configure
Agree hub structure, channel content, permissions, and scope.
Introduce
Agree onboarding and training for managers and teams.
Support
Confirm ongoing support and how success will be reviewed.
Frequently asked questions
Your questions answered.
RICO Planner requires Microsoft Planner Plan 1 or Plan 3, Microsoft Power Apps Premium. Microsoft Power BI
Deployment typically takes a few days, including training.
Pricing depends on your scope, functionality, and number of users. Contact Protivix to discuss your needs and receive a quote.
Yes. RICO works with your existing Planner plans. No changes to your plans are required.
RICO is installed in your Power Apps environment, so your data stays within your Microsoft 365 tenant.
Protivix offers support packages for changes and additional training after deployment.
See RICO in your environment
Create one workspace for project and portfolio delivery.
Talk with Protivix about connecting your Teams channels, Planner plans, documents, project controls, and portfolio metrics.