Solutions — Project Intake & Tracking
Streamline every project from intake to completion
Replace paper forms and disconnected systems with smart digital intake, automated routing, and real-time project tracking—so every submission reaches the right team instantly.
The challenge
Project intake shouldn't mean paper forms, lost submissions, and disconnected systems
Economic development organizations receive project submissions through email, PDFs, phone calls, and walk-ins—with no unified system to capture, route, or track them. Submissions get lost, teams lack visibility into workloads, and leadership can't see where projects stand. Incenti brings your entire intake and tracking workflow into one platform.
Intake Form Builder
Build branded intake forms with conditional logic and auto-routing
Create professional, branded intake forms that guide applicants through every required field. Conditional logic shows or hides sections based on project type, and submissions automatically route to the right team—no manual sorting required.
- Drag-and-drop form builder with field validation
- Conditional logic to show relevant sections by project type
- Document and file upload support
- Auto-routing rules based on project category or region
- Branded portal with your organization's look and feel
Project Name
RequiredText input
Project Type
RequiredDropdown
Estimated Investment
RequiredCurrency
Expected Job Creation
Number
Supporting Documents
File upload
Submission Received
New project intake form completed
Auto-Validated
All required fields verified
Routed to Team
Assigned to Infrastructure Division
Task Created
Initial review due in 48 hours
Notification Sent
Team lead and project manager alerted
Automated Workflow Engine
Submissions auto-route and tasks auto-assign in seconds
When a project submission comes in, Incenti's workflow engine validates data, routes it to the correct team based on project type, and creates tasks with deadlines—all without manual intervention. Your team starts working immediately.
- Rule-based routing by project type, region, or value
- Automatic task creation with assignees and due dates
- Email and in-app notifications for new assignments
- Escalation rules for overdue tasks
- Full audit log of every workflow action
Milestone Tracking
Track projects through every stage with deadlines and milestones
Define milestones for each project type, set deadlines, and track progress in real time. Color-coded status indicators show what's on track, at risk, or overdue—so your team can intervene before deadlines slip.
- Customizable milestone templates by project type
- Color-coded status: on track, at risk, overdue
- Automated deadline reminders and escalations
- Percentage-complete tracking per milestone
Downtown Revitalization
Construction
Tech Park Phase II
Permitting
Waterfront Mixed-Use
Environmental Review
Industrial Corridor
Site Prep
Innovation Campus
Intake Review
Active Projects
47
On-Time Rate
92%
Avg Intake Time
1.2d
At Risk
4
Projects by Stage
Stakeholder Visibility
Give leadership real-time dashboards and reports they can trust
Board members and executive leadership need to know where projects stand without chasing updates. Incenti's dashboards surface project health, intake volume, and team performance in real time—with one-click reports for board meetings.
- Real-time project status dashboards for leadership
- Intake volume and processing time analytics
- Team workload and capacity visibility
- One-click board-ready reports (PDF, CSV)
- Custom KPIs and performance benchmarks
How it works
A unified workflow for project intake and tracking
Incenti connects every step of your project lifecycle into a single platform—from first submission to final report.
Submit
Applicants and teams submit projects through branded intake forms that capture all required data upfront. No missing fields, no back-and-forth.
Route
Submissions auto-assign to the right teams based on project type, region, and value. Tasks are created with deadlines instantly.
Track
Monitor every project through milestones and deadlines with color-coded status indicators. Intervene before things fall behind.
Report
Real-time dashboards and automated reports keep stakeholders informed on project status, team performance, and intake volume.
Products used
Six products. One platform. Built for project intake and tracking.
Forms
Build branded intake forms with conditional logic, file uploads, and auto-validation for every project type.
Project Management
Track projects through milestones, manage tasks and deadlines, and keep teams aligned on priorities.
Program Management
Oversee multiple programs and project portfolios with cross-project visibility and resource planning.
AI Assistant
Auto-validate submissions, suggest routing rules, and surface insights from project data.
Dashboards
Visualize project health, intake volume, and team performance with real-time dashboards.
Reports
Generate board-ready project status reports with live data, exportable to PDF, Excel, or CSV.
“Incenti replaced our paper-based intake process with smart digital forms. Projects used to take time to delegate, now they reach the right team member in minutes.”
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Learn moreReady to streamline project intake?
See how Incenti's project intake and tracking tools work for your organization, or talk with our team about your specific needs.