Can this be signed electronically?

Yes. Electronic signatures are generally enforceable under the ESIGN Act (15 U.S.C. §7001) and UETA where adopted. Ensure intent, consent, attribution, and record retention are met to establish validity.

When is notarization required?

Notarization is required only for document types that state law specifies, such as deeds or some affidavits. Verify the specific artifact against state rules before obtaining notarization.

How should I handle version control?

Retain a versioned archive with timestamps and a clear naming convention. Keep a single signed final copy and record change history for audit purposes.

What fields are legally critical?

Critical fields include full legal names, effective dates (MM/DD/YYYY), authorized approver names and titles, and signature blocks. Inaccurate entries can invalidate approvals.

How do I revoke or correct a set?

Revoke by issuing a documented amendment or superseding set that references the prior set. Retain both the revoked and superseding versions and record the reason for change.

Where should final signed sets be stored?

Store final signed sets in a secure, access-controlled repository with backups and retention metadata. Follow industry retention rules (IRS, HIPAA) and project governance policies.

Electronic Signature
Templates
Project Management
Project Management Display Set

Project Management Display Set

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

Project Management Display Set

Project Identification

Project ID Project Title

Client Name Client Contact Client Address

Service Provider Provider Contact Project Manager

Scope of Work

This Project Management Display Set establishes the work to be performed by the Service Provider on behalf of the Client. The Service Provider shall perform the tasks described below in a professional manner and in accordance with the acceptance criteria stated for each deliverable.

Scope of Work (detailed) Out of Scope

Deliverables and Acceptance

Each deliverable listed below shall be completed according to the described acceptance criteria. The Client shall provide written acceptance or written rejection with specific reasons within five (5) business days of receipt. Failure to provide written rejection within the acceptance period shall constitute acceptance.

Deliverable 1 - Name Description Acceptance Criteria

Deliverable 2 - Name Description Acceptance Criteria

Deliverable 3 - Name Description Acceptance Criteria

Timeline & Milestones

The timeline below sets target dates. Dates are estimates; changes are governed by the Change Order Process below.

Planned Start Date:

Planned End Date:

Milestone 1

Milestone 2

Additional Milestones (summary)

Budget & Payment Schedule

Fees due to the Service Provider are set forth below. All amounts are payable in the currency agreed by the parties. Late payments accrue interest at the lesser of 1.5% per month or the maximum permitted by law.

Total Contract Value Payment Schedule

Change Order Process

Confidentiality

Each party shall treat Confidential Information of the other party as proprietary and shall not disclose such information to third parties except as required by law. Confidential Information includes trade secrets, pricing, technical data, designs, business plans, and any information identified as confidential. Obligations survive termination of this agreement for a period of three (3) years, unless otherwise required by law.

Confidentiality Acknowledgement

I acknowledge and agree to the confidentiality terms above.

Governing Law & Notices

This Display Set and any dispute arising out of it shall be governed by the laws of the state selected below, without regard to conflict of law principles. Notices shall be in writing and delivered to the addresses set forth below.

Governing State Notice Address - Client Notice Address - Service Provider

Representations & Certifications

Each party represents that it has the authority to enter into this agreement and that execution by an authorized representative binds the party to the terms herein. The Service Provider certifies that deliverables will be original to the project and will not infringe third-party rights.

Client:

By:

Date:

Service Provider:

By:

Date:

What the Project Management Display Set Is

A Project Management Display Set is a bundled collection of project artifacts, visualizations, and data exports used to present status, schedule, budget, risks, and decisions to stakeholders. Typical contents include dashboards, Gantt views, milestone trackers, risk and change logs, resource summaries, and signed approval records. The set standardizes reporting for recurring reviews, handoffs, audits, and vendor or client communications, creating a single package that represents the current project state and its governing documents.

Why a Standardized Display Set Matters

A consistent display set improves clarity across teams, reduces rework, and makes audits and approvals faster by providing a single source of truth for project decisions and historical evidence.

Who Typically Prepares and Uses the Display Set

Project managers, program leads, PMO staff, and functional managers commonly create and circulate display sets to support regular governance meetings and audits.

Project Manager — Prepares the set, confirms accuracy, and obtains stakeholder approvals prior to governance meetings.
PMO / Portfolio Office — Aggregates sets for cross-project reporting and executive dashboards.
Contract/Procurement Manager — Uses the set to validate deliverables, change orders, and payment triggers.

Recipients include sponsors, steering committees, external auditors, and clients who rely on the set for timely, auditable decisions.

Core Components to Include in a Professional Display Set

A complete display set balances summary-level visuals with supporting documents so reviewers can verify assertions without additional requests.

Executive Summary

One-page overview of scope, health (RAG status), top risks, schedule variance, and critical decisions requiring sponsor input.

Schedule View

Gantt or milestone chart showing baseline vs. current dates, float, and critical path with percent complete and recent changes documented.

Budget Snapshot

Current vs. forecast spend, earned value or variance metrics, key invoicing events, and signed approvals for any change orders.

Risk and Issue Log

Prioritized list of active risks and issues with owner, mitigation actions, status, and evidence of escalation where needed.

Resource Summary

Allocation and utilization by role, key vacancies or constraints, and any approved scope affecting resource plans.

Change History

Chronological record of approved changes, impacted artifacts, authorization signatures, and links to supporting documents.

Required Information and Fields

Project Name: Official project title

Project Code: Unique identifier

Project Owner: Primary responsible person

Effective Dates: Start and current baseline

Approved Budget: Total authorized amount

Approval Status: Signed, pending, or rejected

Step-by-Step: Prepare and Issue a Display Set

Follow these sequential steps to assemble, validate, route, and archive a Project Management Display Set.

01

Gather Artifacts: Collect latest schedule, budget, risk log, and supporting approvals.
02

Validate Data: Confirm figures and dates against source systems and finance records.
03

Apply Signatures: Obtain approvals from authorized signers; capture audit trail for e-signatures.
04

Distribute Package: Send the compiled set to stakeholders and store a copy in the project repository.

How to Configure Online Templates and Workflows

Template settings and workflow choices determine automation, approvals, and integrations for recurring display sets.

Field	Configuration
Template	Fixed layout with required fields and attachments
Assigned Roles	Owner, reviewer, approver with role-based access
Notifications	Email and in-app alerts configured by role
Conditional Fields	Show fields only when triggers apply

Routing and Submission Workflow

A clear routing workflow reduces cycle time and ensures each stakeholder receives the correct artifacts in the right order.

Upload: Attach the display set files and linked artifacts
Assign Reviewers: Route to stakeholders in required signing order
Collect Signatures: Capture signatures and audit data for each approver
Archive: Store final package in the project repository with version ID

Distribution Channels and Technical Integrations

Choose distribution channels and integrations that match your security and audit needs.

Email and Links: Secure email with signing links and optional access codes
Systems Integration: Connectors to Microsoft 365, Google Workspace, NetSuite, Salesforce
Cloud Storage: Archive to Box, Google Drive, or Egnyte

Integrations reduce manual upload work and ensure the display set aligns with source-of-truth systems for auditability.

How to Export, Save, and Share the Display Set

Export options affect portability, accessibility, and long-term retention; choose formats that preserve signatures and metadata.

PDF (Signed)

Export a flattened, signed PDF that includes visible signatures and an embedded audit trail for preservation and distribution.

DOCX / Editable

Provide an editable document for internal review; convert to signed PDF before final archiving to prevent later changes.

CSV / Data Exports

Export underlying tables (costs, resource allocations) as CSV for import into analytics or finance systems.

XML / Integration

Use XML or API payloads to send structured data to PMO systems or ERP platforms for reconciliation.

Typical Timelines and Deadlines for a Display Set

Common cadence and deadline items for preparing and submitting a standard display set.

Weekly Status:

Prepare within 24–48 hours after reporting period ends

Monthly Governance:

Finalize and distribute 3 business days before steering committee

Quarterly Audit Package:

Compile signed artifacts and evidence within 10 business days of quarter close

Change Request Deadline:

Submit change documentation prior to approval meeting

Archival Timing:

Archive final signed set within 2 business days after approvals

Key Milestones in the Display Set Lifecycle

Sequence of milestone stages from creation through archival and audit readiness.

01

Draft Compilation

Assemble initial artifacts and run validation checks.

02

Stakeholder Review

Circulate for comments and reconcile discrepancies.

03

Final Approvals

Obtain required signatures and record the audit trail.

04

Archive and Retain

Store the signed set with metadata for retention and retrieval.

Common Mistakes When Preparing a Display Set

Using inconsistent project identifiers across artifacts, which causes reconciliation failures and reviewer confusion.
Failing to capture or retain e-signature audit trails, jeopardizing proof of approval for audits or disputes.
Including draft-only documents without version control, leading to unauthorized or unapproved content in the set.
Missing required approver authority, which can nullify approvals and require re-execution of documents.

Risks and Consequences of an Incorrect Display Set

Project Delay: Missed approvals

Financial Exposure: Incorrect budget records

Contractual Breach: Invalid signatures

Audit Findings: Noncompliance issues

Dispute Risk: Unverifiable approvals

Data Loss: Insufficient backups

How the Display Set Differs from Common Project Documents

A display set collates multiple artifacts; this table contrasts it with individual documents used in project workflows.

Criteria	Project Management Display Set	Project Charter
Use Case	comprehensive reporting	initial authorization
Frequency	recurring (weekly/monthly)	one-time or occasional
Level of Detail	comprehensive with attachments	high-level scope and objectives
Required Approvals	multiple approvers often required	sponsor approval typically sufficient

eSignature Provider Pricing and Feature Comparison

Vendor pricing and capabilities vary; signNow is listed first to align with platform comparisons of starting price, trial availability, and key features.

	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	7-day free trial	Varies	Varies	Varies	Varies
Bulk Send	Available	Varies	Varies	Varies	Varies
Audit Trail	Yes	Yes	Yes	Yes	Yes
HIPAA Compliant	Yes	Varies	Varies	Varies	Varies
Envelope Cap	No cap	100 envelopes/user/year	Varies	Varies	Varies

Frequently Asked Questions

Answers to common questions about preparing, signing, and retaining a Project Management Display Set.

Need help? Contact support

Can this be signed electronically?
Yes. Electronic signatures are generally enforceable under the ESIGN Act (15 U.S.C. §7001) and UETA where adopted. Ensure intent, consent, attribution, and record retention are met to establish validity.
When is notarization required?
Notarization is required only for document types that state law specifies, such as deeds or some affidavits. Verify the specific artifact against state rules before obtaining notarization.
How should I handle version control?
Retain a versioned archive with timestamps and a clear naming convention. Keep a single signed final copy and record change history for audit purposes.
What fields are legally critical?
Critical fields include full legal names, effective dates (MM/DD/YYYY), authorized approver names and titles, and signature blocks. Inaccurate entries can invalidate approvals.
How do I revoke or correct a set?
Revoke by issuing a documented amendment or superseding set that references the prior set. Retain both the revoked and superseding versions and record the reason for change.
Where should final signed sets be stored?
Store final signed sets in a secure, access-controlled repository with backups and retention metadata. Follow industry retention rules (IRS, HIPAA) and project governance policies.

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