About this template
A project intake form is an essential tool for capturing and evaluating new project requests across your organization. By centralizing project proposals, timelines, and resource requirements, teams can eliminate disorganized email threads and make informed decisions on project prioritization.
This free project intake template is designed for project managers, team leads, and department heads who need a standardized way to evaluate incoming work. It collects vital project parameters such as scope descriptions, strategic goals, estimated budgets, and target deadlines. Whether you are scaling an internal PMO or managing client deliverables, this form ensures you have all necessary data before giving the green light.
With Doc2Form, you can deploy this intake workflow instantly as a Google Form. Share the link with stakeholders or embed it in your team portal to start capturing structured project requests today.
Key features
- Standardize project requests to eliminate incomplete submissions
- Capture estimated budgets, timelines, and resource needs upfront
- Streamline project approval workflows for leadership teams
- Collect clear project goals and scope descriptions in one place
Use cases
- Evaluating new client project requests in a consulting agency
- Submitting internal IT or marketing initiatives for department approval
- Planning cross-functional resources and budgets for upcoming quarters
What this form collects
- Project Preparer Full Name (Short answer)Enter the full name of the person submitting this project request.
- Preparer Email Address (Short answer)Provide a reliable email address where we can reach you regarding this proposal.
- Preparer Phone Number (Short answer)Enter your direct contact number.
- Project Name (Short answer)Provide a clear, concise title for the proposed project.
- Department (Dropdown)Select the department or business unit sponsoring this project.
- Project Sponsor / Investigator (Short answer)Enter the name of the executive sponsor or lead investigator backing this project.
- Project Description (Paragraph)Summarize the project scope, background, and what you aim to achieve.
- Project Goals & Objectives (Paragraph)List the key deliverables and success metrics for this initiative.
- Requested Services (Checkboxes)Select all service areas required for this project.
- Estimated Start Date (Date)Select your target start date for this project.
- Estimated Deadline (Date)Select your target completion or launch date.
- Estimated Budget ($) (Short answer)Enter the approximate financial budget required for this project.
- Additional Notes (Paragraph)Share any extra context, risks, or dependencies we should know about.
- Supporting Documentation Link (Paragraph)Please paste a link to your file (Google Drive, Dropbox, etc.) or describe the document you wish to attach.
FAQ
Why should I use a project intake form?
A project intake form standardizes how new initiatives are requested and reviewed. It ensures your team gathers all necessary details—like budget, timeline, and scope—before committing resources.
What key details should be included in a project intake form?
Essential details include the project name, description, strategic goals, requested services, estimated budget, start date, and target deadlines.
When is the best time to use this form?
Deploy this form at the very beginning of the project initiation phase to assess feasibility, align stakeholders, and secure formal approval.
Can I customize the questions on this Google Form template?
Yes. Once you convert or open the template in Google Forms, you can freely add, remove, or edit any fields to match your organization's exact intake requirements.
Who typically fills out a project intake form?
Project preparers, team leads, department advisors, or external clients submit the form to request new work or propose project changes.
Get this form in your Google Drive
Save a copy to your Google Drive with one click (uses 1 credit). Or build from a PDF or description in the app.