Edit, Download, and Sign the IT Project Intake Form Template - Smartsheet
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How do I fill this out?
To complete this form, start by gathering all necessary project information. Input the project name, description, and key contacts carefully. Ensure you review all fields for accuracy before submission.

How to fill out the IT Project Intake Form Template - Smartsheet?
1
Gather necessary information regarding the project.
2
Fill in the project name and description accurately.
3
Provide contact details for the IT director and proposer.
4
Specify estimated costs and project goals.
5
Review all entered details before submission.
Who needs the IT Project Intake Form Template - Smartsheet?
1
IT Directors need this form to assess new project requests.
2
Project Managers require it to gather project initiation details.
3
Compliance Officers use it to ensure data security measures are in place.
4
Financial Analysts need this for budget evaluations and projections.
5
Department Heads want it to align project goals with departmental objectives.
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2
Select the text or fields you wish to edit.
3
Make your necessary adjustments to the content.
4
Review your changes for accuracy.
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What are the instructions for submitting this form?
To submit this form, first verify that all fields have been completed accurately. Email the completed form to the designated project review team at review@company.com, or submit it via the internal portal. If necessary, print and fax it to (123) 456-7890 to ensure all pathways of submission are covered.
What are the important dates for this form in 2024 and 2025?
Key submission dates for this form in 2024 include the project proposal deadline on March 15 and the final project review on June 30. In 2025, anticipate similar deadlines to ensure timely project intake. Keeping these dates in mind will facilitate smoother project initiation and tracking.

What is the purpose of this form?
The IT Project Intake Form serves as a structured approach for collecting essential information on proposed IT projects. It aids in evaluating the viability and alignment of project requests with organizational goals. By gathering standardized data, the form streamlines the project initiation process, enhancing communication between stakeholders.

Tell me about this form and its components and fields line-by-line.

- 1. Project Name: A title for the project that clearly indicates its purpose.
- 2. Project Description: An overview explaining the project's objectives and scope.
- 3. Estimated Costs: An outline of the expected budget for project implementation.
- 4. Project Goals: Specific objectives the project aims to achieve.
- 5. Contact Information: Details of key personnel involved in the project, including IT directors and sponsors.
What happens if I fail to submit this form?
If this form is not submitted, the proposed project may not be reviewed for approval. This could lead to delays in project initiation and resource allocation. Ensure timely submission to avoid complications.
- Project Delays: Failure to submit the form could result in delays in project approval and implementation.
- Lack of Resources: Without submission, necessary resources may not be allocated appropriately.
- Missed Opportunities: Delaying project analysis could lead to missed opportunities for strategic initiatives.
How do I know when to use this form?

- 1. New Project Proposals: When stakeholders want to submit new IT initiatives for evaluation.
- 2. Budget Planning: During financial planning phases to assess funding needs.
- 3. Resource Allocation: To help determine the necessary resources based on project scope.
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You can submit it via email or save it and print it for physical submission according to your organization's guidelines.
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