Free Project Request Forms and Templates

Smartsheet Contributor Kate Eby

March 11, 2022

We’ve compiled the most useful collection of project request form templates for a variety of project types, including IT, construction, and business projects, all of which are easy to use, share, and print.

Included on this page, you’ll find a simple project request form template, a sample project request form template, and an IT project request template, among others.

Simple Project Request Form Template

Simple Project Request Form Template

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Microsoft Excel | Microsoft Word | Adobe PDF | Google Docs

Easily manage your project request with precision using this organized and professional request form template. Project managers and teams can use this template to record important project details, start and end dates, and contact information. Summarize the project, and list the required resources to communicate the entire project scope and ensure you execute it successfully.   

Manage your request process for efficiency and quick ticket closure with this request management template set.

Sample Project Request Form Template

Sample Project Request Form Template Updated

Download Sample Project Request Form Template
Microsoft Excel | Microsoft Word | Adobe PDF | Google Docs 

This template comes pre-filled with sample data and content, which you can use as a guide when filling in the form with your own project details. List dates in the Projected Schedule section and other project details in the Summary, Action to Completion, and Projected Budget sections. You may also attach additional documents to communicate further details if you need more space.

IT Project Request Template

IT Project Request Template

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Microsoft Excel | Microsoft Word | Adobe PDF 

This IT project request template includes space to detail project purpose, assumptions, risk factors, and metrics for success. The template also allows you to list technical staffing, training and documentation, and any software and hardware requirements. Use this template to identify key personnel, such as the project owner and sponsors, and to provide a cost overview and resource estimate to better manage your IT project request.

To personalize your project request process, you can use a project intake form to define requirements and documentation.

Construction Project Request Template

Construction Project Request Template

Download Construction Project Request Template
Microsoft Excel | Microsoft Word | Adobe PDF 

This easy-to-use construction project request template includes sections for owner and contractor contact information, agreement terms, and materials and services required. On the second page of the template, list subtotal and total amounts for materials, labor, and miscellaneous charges. 

To successfully manage a new project and all that it entails, use one of our free project management templates.

One-Page Project Request Template

One-Page Project Request Template

Download One-Page Project Request Template
Microsoft Excel | Microsoft Word | Adobe PDF | Microsoft PowerPoint | Google Docs 

Use this one-page project request template to list and summarize the essential elements for various project types. This template includes specialized space for the desired outcome, project benefits, and any action(s) needed to complete the project request. Make your project request easy to read and understand with this one-page template.

Business Project Request Template

Business Project Request Template

Download Business Project Request Template
Microsoft Word | Adobe PDF | Google Docs 

This comprehensive and flexible template allows you to justify and fast-track your business project request. Use this business project request template to list the technology needed and to provide important overviews of project risk and scope. This template also features a table for you to list additional stakeholder names, roles, and contact information for greater transparency and communication.

Simple Project Proposal Template

Simple Project Proposal Template

Download Simple Project Proposal Template
Microsoft Excel | Microsoft Word | Adobe PDF | Google Docs 

Use this template to detail your proposed project schedule, budget, team, and resource requirements. This simple project proposal template features space for you to summarize the proposal, describe the action to completion, and list additional details in a template that is easy to use, edit, and print. You can use this proposal template for various types of projects.

For additional proposal template options for a variety of project types, use one of these 17 free project proposal templates.

What Is a Project Request Template?

A project request template defines and justifies essential project details by providing project justification, identifying the necessary resources, and projecting the completion date.

Along with data such as the project name, owner, sponsor, and a timeline, most project request templates include the following elements:

  • Action to Completion: This section lists the tasks needed to complete the project.
  • Benefits: This section shares the advantages of meeting project objectives with stakeholders.
  • Budget: This section details all costs related to the budget. It provides data-based explanations to justify expenses.
  • Desired Outcome: This statement specifies project request goals.
  • Resources: In this section, identify essential personnel and management structure, equipment, software, and the time needed to complete the project.
  • Risks: This section informs project managers of the probability and impact of risks. It also outlines mitigation strategies to control risk.
  • Schedule: This section lists important dates and milestones needed to achieve project objectives.
  • Start and End Dates: A project's start date coincides with the beginning of the first project task. The end date signals that tasks and the project are complete.
  • Summary: This section describes why the project is essential and lists measurable objectives, among other vital details.

Streamline the Project Request Process with Smartsheet for Project Management

From simple task management and project planning to complex resource and portfolio management, Smartsheet helps you improve collaboration and increase work velocity -- empowering you to get more done. 

The Smartsheet platform makes it easy to plan, capture, manage, and report on work from anywhere, helping your team be more effective and get more done. Report on key metrics and get real-time visibility into work as it happens with roll-up reports, dashboards, and automated workflows built to keep your team connected and informed.

When teams have clarity into the work getting done, there’s no telling how much more they can accomplish in the same amount of time. Try Smartsheet for free, today.


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