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Budget Approval · Pro

Authorize Capital Expenditure Budgets with Confidence

Collect project details, budget line items, funding sources, and ROI data in one structured form to streamline CapEx review and approval.

Use This Template Free Preview

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formbuilder.ai/f/project-capital-expenditure-budget-review-authorization-form

Project Capital Expenditure Budget Review & Authorization Form

Project Name / Title

· · ·

Project ID / Reference Number

· · ·

Project Manager

· · ·

Submit

The Project Capital Expenditure Budget Review & Authorization Form is a comprehensive tool designed to help organizations systematically evaluate, document, and approve capital spending requests. It captures everything from project identification and business justification to granular budget line items and financial metrics like expected ROI and payback period.

This form is ideal for finance teams, project managers, and department heads who need a standardized process for submitting and reviewing CapEx proposals. By centralizing all critical information — including funding sources, cost center codes, and project timelines — decision-makers can assess requests quickly and consistently without chasing down missing data.

Using this template reduces approval bottlenecks, improves financial governance, and creates a clear audit trail for every capital investment decision. Whether you're managing infrastructure upgrades, equipment purchases, or technology deployments, this form ensures every CapEx request is thorough, justified, and ready for executive sign-off.

4 Pages

30 Questions

~10min To complete

Free No credit card needed

Field types Short Text ×5 Long Text ×5 Dropdown ×4 Date ×3 Full Name ×2 Single Choice ×2 File Upload ×2 Email Phone currency Table / Grid number termsandconditions Signature

Questions in this template

Free template

The exact questions included — customize any of them to fit your needs.

Page 1 Project Overview 10 questions

Project Information

1 Project Name / Title * Short Text

2 Project ID / Reference Number * Short Text

3 Project Manager * Full Name

4 Project Manager Email * Email

5 Project Manager Phone Phone

6 Business Unit / Department * Dropdown

7 Proposed Project Start Date * Date

8 Expected Project Completion Date * Date

9 Project Priority Level * Dropdown

10 Project Description & Business Justification * Long Text

Page 2 Capital Expenditure Budget Details 7 questions

Budget Breakdown

Provide a detailed breakdown of all anticipated capital expenditure items. All amounts should be in your organization's base currency.

1 Total Requested CapEx Amount * currency

2 Budget Line Items * Table / Grid

Funding & Financial Analysis

3 Funding Source * Dropdown

4 Cost Center / GL Account Code * Short Text

5 Expected ROI (%) number

6 Payback Period (months) Short Text

7 Financial Impact Summary & Cost-Benefit Notes * Long Text

Page 3 Risk Assessment & Supporting Documentation 6 questions

Risk & Compliance Review

1 Risk Level Assessment * Dropdown

2 Identified Risks & Proposed Mitigation Strategies * Long Text

3 Has this expenditure been included in the current fiscal year's approved budget plan? * Single Choice

4 Variance Explanation (if not fully budgeted) Long Text

Supporting Documents

Please attach all relevant supporting documentation such as vendor quotes, feasibility studies, technical specifications, or prior approval memos.

5 Upload Supporting Documents (quotes, proposals, analysis) * File Upload

6 Upload Additional Attachments File Upload

Page 4 Review & Authorization 7 questions

Approval & Authorization

By signing below, each reviewer confirms they have examined the capital expenditure request, verified the budget details, and authorize (or reject) the expenditure as indicated.

1 Reviewer / Approver Name * Full Name

2 Reviewer Title / Role * Short Text

3 Review Date * Date

4 Authorization Decision * Single Choice

5 Reviewer Comments / Conditions for Approval Long Text

6 I certify that I have reviewed the project capital expenditure details, verified the financial information provided, and confirm my authorization decision above is final and binding per company policy. * termsandconditions

7 Authorized Signature * Signature

How to use this template

Click "Use This Template Free" to open it in the FormBuilder editor. From there you can add, remove, or reorder fields with drag-and-drop, switch themes for instant restyling, add your logo, configure email notifications, and set your success message. When ready, publish with a unique link and start collecting responses immediately.