The Project Intake Form
Form structure, conditional logic, and the four submission scenarios used to test it.
The Project Intake Form is the entry point for every new project. What a submitter sees changes as they fill it in — the form's conditional logic reveals fields progressively, and the answers determine which approval path the project takes.
Conditional logic
Fields appear based on earlier answers. The chain:
| Trigger | What appears |
|---|---|
| Select a Suggested Project Leader | The "I am the Project Leader" checkbox |
| Tick "I am the Project Leader" | Further project fields — Confidential flag, Recommendation, and others |
| Set Recommendation to Proceed | Risk, Funding Required, ECA Value Proposition, Objective Alignment, Proposed Start/End Date, Project Team, Project Partners, Project Categorisation |
| Set Funding Required to Repurpose | The Budget source field |
| Set Funding Required to New Funding or Repurpose | Prompt for an indicative amount |
| Select a Project Category | The corresponding Project Type field |
Mandatory fields carry a red asterisk (*). The form blocks submission and shows an error if required fields are incomplete or incorrectly filled.
Helper text should be present and accurate throughout. Note that all scripting is provided by ECA, not the vendor — so helper text errors are ours to fix.
The four submission scenarios
These four submissions exercise every approval path. Use them when testing changes to the form or the automations behind it.
Submission 1 — Project Leader unknown
| Field | Value |
|---|---|
| Suggested GM | Your own email |
| Suggested Project Leader | Leave blank |
Triggers an update request to the Suggested GM to nominate a Project Leader.
Submission 2 — LT Approval project
| Field | Value |
|---|---|
| Suggested Project Leader | Your own email |
| I am the Project Leader | Ticked |
| Funding Required | New funding required |
New funding routes the project to Leadership Team approval.
Submission 3 — GM Approval project
| Field | Value |
|---|---|
| Suggested GM | Your own email |
| Suggested Project Leader | Your own email |
| I am the Project Leader | Ticked |
| Funding Required | Repurpose — enter any budget source |
| Indicative Budget | Under $100K |
Repurposed funding under the threshold stops at GM approval.
Submission 4 — Fast-track project
| Field | Value |
|---|---|
| Suggested Project Leader | Your own email |
| I am the Project Leader | Ticked |
| Confidential | Checked |
| Risk Rating | Low or Medium |
| Funding Required | No impact |
| Proposed Start / End Date | Within 6 months of each other |
Low risk, no funding impact, and a short duration together qualify a project for fast-track.
On submission
A success message appears and the form reloads itself.
Use your own email throughout testing. Every scenario above routes approval requests and alerts somewhere. Putting real GMs in test submissions sends them real approval requests.
Related articles
- The Project Intake Sheet
- Intake Automations and Approval Routing
- Setting Up the Contact and Reporting Line Matrices