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Stop rebuilding approved requests as projects by hand.

A request gets approved, and then somebody opens a blank project and retypes the scope, budget, dates, and stakeholders that were already sitting in the form. Project Insight standardizes intake, routes approvals automatically, and turns the approved request into a live project with its data already in place.
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NO DUPLICATE ENTRY

The approved request becomes the project.

In many work management tools, approval updates an intake item or triggers an automation. Turning that request into a complete delivery plan—and carrying forward its scope, budget, dates, and stakeholders—still takes extra setup or rebuilding.

  • Convert an approved request into an active project in one step.
  • Carry request field data straight into the project it becomes.
  • Generate the WBS or project plan from what intake already captured.
  • Start delivery the day approval lands, not the following week.
Approved request converted into a live project
Compare With Other Tools
Request scoring and prioritization reporting
DECIDE WITH EVIDENCE

Know which requests are actually worth doing.

When incoming work lives in inboxes and spreadsheets, priority goes to whoever asked loudest. Nobody can see total demand, what it would cost, or what the team has capacity to absorb.

  • Score, rank, and budget requests before anything gets approved.
  • Report across every initiative in the pipeline, not one at a time.
  • Weigh new demand against current capacity and portfolio priorities.
  • Give leadership a defensible basis for what moves forward.
END THE INBOX QUEUE

Requests stop stalling in someone's inbox.

Ideas arrive by email, chat, and hallway conversation, each missing something different. Then the request waits, because no one is certain whose approval it needs next.

  • Standardize intake with forms tailored by request type or business unit.
  • Route each request to the right approvers automatically.
  • Notify stakeholders at every stage so nothing sits unnoticed.
  • Attach documents and stakeholder input to the request record.
  • Let clients submit and follow their own requests without a paid license.
Project Request Form
DIFFERENTIATORS

What sets Project Insight's project requests apart?

Most tools can collect requests through forms, route approvals, and send notifications. Project Insight brings the entire process together: score and budget requests before approval, then turn an approved request into a live project with its data and plan already in place.

  • Score, rank, and budget requests before deciding which work to approve.
  • Route requests to the right approvers based on request type or business unit.
  • Carry request fields and the planned work directly into the new project.
  • Include approved work in project and portfolio reporting without rebuilding it.
Key project request capabilities compared across Project Insight, monday.com, Asana, Smartsheet, Jira, and ClickUp.
Key Project Request Capability
Project Insight
monday.com
Asana
Smartsheet
Jira
ClickUp
Conditional intake forms Yes: Tailored by request type Yes: WorkForms with conditions Yes: Forms with branching Yes: Forms with conditional logic Yes: Conditional forms Yes: Business Plus or Enterprise
Approval routing Yes: Built into project requests Partial: Configured with automations Yes: Approval tasks and rules Yes: Approval workflows Yes: Jira Service Management Partial: Status and automation workflow
Workflow notifications Yes: Alerts at each stage Yes: Automation notifications Yes: Rules and notifications Yes: Workflow alerts Yes: Customer and approver alerts Yes: Automation notifications
Score, rank & budget before approval Yes: Native demand evaluation Partial: Requires configured fields Partial: Custom fields and reporting Partial: Intake sheet formulas Partial: Scoring in Jira Product Discovery Partial: Formula fields and dashboards
Approved request creates a project Yes: Creates the live project Yes: Portfolio solution automation Partial: Creates from a project template Partial: Control Center add-on Partial: Creates work items with automation Partial: Creates a templated List
Request data carries into delivery Yes: Fields, plan & portfolio context Partial: Needs mapping across boards Partial: Request remains a separate task Partial: Mapped through Control Center Partial: Requires connected Jira setup Partial: Request task stays separate

Comparison reflects publicly documented capabilities as of July 2026. App availability, plan requirements, and configuration may vary.