Under Lists & Templates, go to Project Request Intake Forms.

This option is listed within the Lists & Templates section of the navigation, alongside your other reusable list and template tools.

Create a template.

A "New Template" button (or similar) opens a form where you name the template before building it out.

Under Capital Planning, navigate to Project Requests.

Create Project Requests Pipeline.

This button sits in the Project Requests section and opens the multi-step pipeline setup described in the following steps.

Add a name, client, and unit of measure. You can also change the currency and add cost categories if needed. Click Next Step.

These appear as individual fields on the first setup step — name, client, unit of measure, currency, and an option to add cost categories — followed by a Next Step button at the bottom.

Under the Project Request Form tab, you have the option to Load From Template using the template you created or you could Start From Scratch.

This tab presents two clear options side by side — Load From Template and Start From Scratch — for building the request form.

If you choose to start from scratch, you’ll need to add a category.

Select if Single Choice, Multiselect, or Text Input.

These three answer types appear as selectable options when adding a question to the form.

If you choose Single Choice, you can assign a scoring system and automatically assign priority. This will allow you to assign the weight of the question and the score of each answer. Assign your priority.

This scoring configuration includes a weight field for the question overall and a score field for each individual answer choice, plus a priority setting tied to the resulting score.

Click Create Pipeline.

Within the Project Request Pipeline, click Create Project Request.

This button is available from within the pipeline view and opens a new request form.

Fill in the required fields.

These fields are marked and appear at the top of the new request form.

Select the Request Site and Size.

Fill out the Request Form.

This form displays the questions and answer types configured in the pipeline's template (Single Choice, Multiselect, or Text Input fields) for you to complete.

Add Supporting Documents.

You can Save as Pending Review, Mark as Reviewed, or Mark as Rejected.

These three actions appear as buttons at the bottom of the request, letting you move it to the appropriate status.

Once created, you can see Basic Information, Estimated Cost, Timeline, Connected Project, Connected Capital Plan, and more.

These appear as labeled sections on the request's detail view, summarizing its key information at a glance.

If the Project Request is in Draft, from the three-dot menu, you can Edit, Archive or Initiate Project.

The three-dot menu sits in the corner of the request and lists these three actions — Edit, Archive, and Initiate Project.