Executive Summary
One-paragraph summary stating project purpose, expected outcome, major constraints, and the recommended decision with brief rationale.
A Project Screen Report reduces ambiguity at project intake by recording consistent facts and risk indicators, enabling faster, auditable decisions and clearer handoffs between teams and sponsors.
The Project Screen Report is typically prepared by project management, portfolio offices, or business analysts and used by sponsors, governance boards, and procurement teams to make resourcing and approval decisions.
One-paragraph summary stating project purpose, expected outcome, major constraints, and the recommended decision with brief rationale.
Clear description of boundaries, primary deliverables, exclusions, and assumptions so reviewers understand what is—and is not—covered.
High-level milestones, target start and end dates, and any critical path constraints influencing timing and resource allocation.
Top-line cost estimate with basis (rough order of magnitude, vendor quotes, internal rate cards) and key cost drivers.
Identified risks scored by likelihood and impact, plus mitigation options and residual risk after controls.
Clear decision options: approve to proceed, request full business case, defer pending clarification, or reject with reasons.
| Field | Configuration |
|---|---|
| Template Metadata | Auto-fill Project Name, ID, and Lead from project registry. |
| Conditional Sections | Show finance or procurement sections only for capital projects. |
| Signature Settings | Require signer order and authentication level per approval tier. |
| Integrations | Push approved record to Salesforce, NetSuite, or Box. |
Choose a platform that supports common document formats, signer authentication, audit trails, and integration into your records systems.
Project team submits draft seven business days before review meeting.
Reviewers provide feedback within three business days of receipt.
Governance body issues decision at the scheduled meeting date.
Procurement may begin within five business days after approval.
Store the final report within two business days of approval.
| 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 | Yes | Yes | Yes | Yes | No |
| Audit Trail | Yes | Yes | Yes | Yes | Yes |
| HIPAA Compliant | Yes | Yes | Yes | No | No |
| Envelope Cap | No cap | 100 envelopes/user/year | Varies | Varies | Varies |