Can this form be signed electronically?

Yes—electronic signatures are legally valid under the ESIGN Act and UETA for most business transactions when intent and consent are present. Certain exceptions exist for wills, testamentary documents, and specific court filings, so verify if your application attaches an exempt document.

What eSignature methods are acceptable?

Acceptable methods include typed names, drawn signatures on a touchscreen, click-to-sign buttons, and PKI-based digital signatures. Ensure you can demonstrate intent, consent, signer attribution, and reliable record retention to meet legal validity.

Is notarization or witness required?

Most project applications do not require notarization or witnesses. If an attached agreement or jurisdictional rule requires notarization, use an in-person notary or remote online notarization where permitted; state rules vary for RON.

How should I attach supporting documents?

Attach PDFs or DOCX files and label them clearly with project name and version. Include vendor quotes, technical diagrams, and approval memos; missing or unreadable attachments commonly trigger review delays.

Who must sign the application?

Signatures typically include the requester, budget owner or finance approver, and the executive sponsor or governance board member as required. Document the approval sequence to avoid routing errors.

How long are these records kept?

Retain applications for the project term plus a minimum of three years as a baseline; financial records follow IRS guidance for three years, and healthcare records require six years per HIPAA rules. Verify state-specific retention requirements.

Electronic Signature
Templates
Project Management
Project Management Applications

Project Management Applications

This template is fully customizable. Edit the text, fill out the fields, and send it for signature. Give it a try!

Project Management Application

Project Identification

Project Title:

Project ID: Client Name:

Client Primary Contact Service Provider Project Manager (Provider)

Scope of Work

Provide a detailed description of the work to be performed. The service provider shall perform the tasks, deliverables, and responsibilities described below in accordance with the schedule and acceptance criteria stated in this Application.

Scope Description Out-of-Scope Items (explicit)

Deliverables & Acceptance

List deliverables, the associated acceptance criteria, and expected delivery milestones. Acceptance is subject to the acceptance procedure described below.

Deliverable 1 — Description Deliverable 1 — Acceptance Criteria Deliverable 1 — Target Delivery Date Deliverable 2 — Description Deliverable 2 — Acceptance Criteria Deliverable 2 — Target Delivery Date

Project Timeline & Milestones

Estimated Project Start Date: Estimated Project End Date:

Milestone 1 Milestone 2

Budget & Payment

State the total cost for the Scope of Work and the payment schedule. All fees are in the agreed currency and payable in accordance with the schedule below. Change orders will be billed separately as described in the Change Order process section.

Total Contract Value Payment Schedule Invoicing & Payment Terms

Change Order Process

Any material change to scope, schedule, or cost requires a written Change Order executed by authorized representatives of both parties. Change Orders will identify the scope change, impact to schedule, and any associated price adjustment. Work performed outside an approved Change Order is not billable unless subsequently approved in writing.

Change Order Procedure

Confidentiality

Both parties acknowledge that in the course of performance they may receive Confidential Information. Confidential Information shall be used solely for performance of this Application and shall not be disclosed to third parties except as required by law. Each party shall take reasonable measures to protect the other's Confidential Information at least as protective as measures used for its own confidential materials.

Confidentiality Required: Yes

Termination & Remedies

Either party may terminate this engagement upon material breach by the other party that remains uncured after fifteen (15) days written notice. Termination shall be without prejudice to any rights accrued before termination. Upon termination, the Provider shall deliver work in progress and the Client shall pay for all services performed to the termination date in accordance with the payment schedule.

Governing Law & Dispute Resolution

This Application shall be governed by the laws of the jurisdiction specified below, without regard to conflict of law principles. The parties agree to attempt good-faith negotiation of disputes. If unresolved, disputes shall be resolved by arbitration or litigation as specified below.

Governing Jurisdiction Dispute Resolution Preference

Notices

All notices and communications required or permitted under this Application shall be in writing and delivered to the contact information provided above or to updated contact information provided in writing by either party.

Notice Address for Client Notice Address for Service Provider

Representations & Warranties

Each party represents that it has authority to enter into this Application and that its performance will comply with applicable laws. The Provider warrants that services will be performed in a professional manner consistent with industry standards for similar services.

Execution

By signing below, the parties confirm that the information contained in this Project Management Application is accurate and that they agree to the terms, scope, and conditions contained herein. This Application shall become effective on the latest date of signature by the authorized representatives of the parties.

Client

Printed Name:

By:

Date:

Service Provider

Printed Name:

By:

Date:

What Project Management Applications Are

Project Management Applications are standardized forms used to request, approve, and document new projects, changes, or resource allocations within an organization. They capture scope, objectives, stakeholders, budget estimates, timelines, risks, and required approvals so reviewers can evaluate feasibility and prioritize work. These applications may be paper or digital, include supporting attachments, and often integrate with project portfolio management or workflow systems for routing and tracking. When completed accurately they create an auditable record of decisions and help ensure alignment with governance and compliance requirements.

Why a Structured Application Matters

Use Project Management Applications to standardize project intake, reduce approval time, and provide clear decision records. They promote consistent scope definition, reduce rework from unclear requirements, and support compliance and auditability across finance, security, and regulatory reviews.

Typical Users and Reviewers

Project managers, PMO staff, finance approvers, resource managers, and change control boards typically complete or review Project Management Applications.

Project managers requesting new initiatives, defining scope, timeline, budget, and resource needs for approval.
PMO and portfolio managers comparing proposals, prioritizing projects, and enforcing governance criteria across programs.
Finance and procurement teams validating cost estimates, funding sources, and contract or procurement impacts.

Clear role assignments improve review speed, reduce duplication, and strengthen audit trails for approvals across the organization.

Core Sections a Professional Application Should Include

Core sections of a complete Project Management Application that reviewers expect to see for consistent evaluation and approval decisions across teams.

Project Summary

One-paragraph overview describing objectives, business rationale, expected benefits, high-level deliverables, and measurable success criteria to help approvers quickly assess purpose and strategic alignment.

Scope & Deliverables

Detailed scope statement listing included and excluded work, primary deliverables, acceptance criteria, and change control expectations to prevent scope creep and clarify team responsibilities.

Schedule & Milestones

Timeline with key milestones, start and end dates, dependencies, critical path highlights, and estimated effort to support resource planning and deadline commitments.

Budget & Funding

Line-item budget estimates, funding source identification, contingency reserves, and cost assumptions so finance can validate affordability and forecast operating impacts.

Risks & Assumptions

Top project risks with probability and impact ratings, mitigation plans, and underlying assumptions that affect feasibility and required contingency reserves.

Approvals & Stakeholders

List required approvers, stakeholder roles and contacts, approval sequence, and any delegated authority or escalation paths for timely decision-making.

Essential Data Elements to Include

Project Title: Official project name used for tracking.

Requester: Name and contact of the requestor.

Department: Business unit or sponsoring department.

Estimated Budget: Total requested funding amount.

Proposed Start Date: Enter as MM/DD/YYYY format.

Attachments: Supporting files: scope, quotes, diagrams.

Step-by-Step: From Request to Recorded Decision

Follow this sequence to complete and route a Project Management Application for timely review and approval.

01

Draft Request: Complete fields and attach supporting documents.
02

Validate Budget: Confirm estimates and funding source with finance.
03

Obtain Approvals: Route to required approvers in sequence.
04

Record Decision: Archive signed application and update project tracker.

Typical Routing and Submission Paths

Common routing and submission paths for Project Management Applications within typical organizations and external partners.

Submit to PMO: Upload application to the PMO intake queue.
Finance Review: Finance verifies budget and funding approvals.
Stakeholder Review: Engage key stakeholders for technical and operational input.
Final Approval: Executive sponsor or governance board signs off.

Configuring a Digital Workflow for Applications

Settings to configure when converting a Project Management Application into a reusable digital workflow for automation.

Field	Configuration
Signature Field	Require signer name, date; optional two-step authentication.
Conditional Sections	Show budget fields only if funding is requested.
Attachments	Allow PDF and DOCX uploads; require at least one attachment.
Notification Rules	Email alerts to approvers on submission and reminders.

Technical and Security Requirements for eSubmission

Technical requirements and integration points to support eSubmission and eSigning of Project Management Applications internally and externally.

File Formats: PDF and DOCX supported.
Authentication: Email link, SMS code, or SSO.
Integrations: Connectors: Salesforce, NetSuite, Google Workspace.

Typical Deadlines and Processing Times

Key internal and filing deadlines related to Project Management Applications and funding approvals, including expected review timeframes.

Submission to PMO:

At least 10 business days before the planned start date.

Finance Review Period:

Typically 5–10 business days depending on backlog.

Procurement Lead Time:

Allow 30–60 days for vendor selection and contracting.

Emergency Requests:

Expedited review may complete in 48–72 hours.

Record Retention Start:

Retention period typically begins on the approval date.

Key Milestones from Intake to Execution

Major milestones from intake through project initiation, approval, and handoff to execution teams and governance.

01

Intake Submission

Requester submits application with required attachments.

02

Initial Triage

PMO reviews completeness and assigns priority.

03

Approval Decision

Designated approvers sign off or request revisions.

04

Project Setup

Create project record and allocate resources to execution teams.

Common Preparation Mistakes to Avoid

Incomplete scope descriptions often leave deliverables undefined, causing delays and multiple resubmissions for clarification and cost overruns.
Using inconsistent project names or codes across systems creates duplicate records and routing failures in portfolio management tools.
Missing budget backup or vendor quotes cause finance to reject or delay approvals until proper documentation is provided.
Failing to list necessary approvers or using the wrong approval sequence results in stalled decisions and missed start dates.

Consequences of Incorrect or Incomplete Applications

Funding Delay: Start date may be postponed.

Budget Overruns: Higher costs without formal approval.

Procurement Noncompliance: Risk of contract invalidation.

Audit Findings: Regulatory penalties or remediation.

Security Exposure: Insufficient review increases risk.

Legal Disputes: Contractual terms may be contested.

eSignature Pricing and Feature Comparison

A concise vendor comparison for core pricing and feature criteria relevant to processing Project Management Applications; signNow appears first per data provided.

	signNow	DocuSign	Adobe Sign	PandaDoc	HelloSign
Starting Price	$8/user/mo	$15/user/mo	$14/user/mo	$19/user/mo	$15/user/mo
Free Trial	Yes, 7-day free trial	Varies by promotion	Varies by promotion	Yes, limited free plan	Yes, limited free plan
Bulk Send	Yes	Yes	Yes	Yes	No
Audit Trail	Yes	Yes	Yes	Yes	Yes
Envelope Cap	No envelope cap	100 envelopes/user/year	Varies by plan	Varies by plan	Varies by plan

How Organizations Use Digital Applications in Practice

Real-world examples showing how organizations reduced turnaround and improved compliance by digitizing project intake and approvals.

Martin Properties

Martin Properties moved lease and project approval processes online to reduce turnaround and ensure compliance across mobile and desktop.

Mobile signing kept deals moving.
"I can process and execute all of these documents online with 100% compliance and built-in security. Whether on mobile or working offline, I can get forms back to their necessary parties efficiently."

Tech Data

Tech Data centralized internal and external approvals to accelerate time to revenue and improve service consistency across teams.

Streamlined routing reduced delays.
"Tech Data uses airSlate SignNow to improve our internal and external customer service while increasing our speed to revenue."

Frequently Asked Questions

Answers to common questions about completing, signing, and storing Project Management Applications in digital workflows.

Need help? Contact support

Can this form be signed electronically?
Yes—electronic signatures are legally valid under the ESIGN Act and UETA for most business transactions when intent and consent are present. Certain exceptions exist for wills, testamentary documents, and specific court filings, so verify if your application attaches an exempt document.
What eSignature methods are acceptable?
Acceptable methods include typed names, drawn signatures on a touchscreen, click-to-sign buttons, and PKI-based digital signatures. Ensure you can demonstrate intent, consent, signer attribution, and reliable record retention to meet legal validity.
Is notarization or witness required?
Most project applications do not require notarization or witnesses. If an attached agreement or jurisdictional rule requires notarization, use an in-person notary or remote online notarization where permitted; state rules vary for RON.
How should I attach supporting documents?
Attach PDFs or DOCX files and label them clearly with project name and version. Include vendor quotes, technical diagrams, and approval memos; missing or unreadable attachments commonly trigger review delays.
Who must sign the application?
Signatures typically include the requester, budget owner or finance approver, and the executive sponsor or governance board member as required. Document the approval sequence to avoid routing errors.
How long are these records kept?
Retain applications for the project term plus a minimum of three years as a baseline; financial records follow IRS guidance for three years, and healthcare records require six years per HIPAA rules. Verify state-specific retention requirements.

be ready to get more

Join over 28 million airSlate SignNow users

Sign Now