Result or Product of this Process
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The purpose of the Project Definition Form Process is to create an route a PD form through an approval system.
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Process Details
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| - The primary actor is the CC Planner who has responsibility for completing this process.
- The planner may work collaboratively with the Project Manager, SEG, Assessor or others while facilitating the addition of the PD form into e-Builder.
- This process spawns the 02.01 Team Assignment (TA) process.
There are no prerequisites |
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CC Planner, CC Planning Manager, eB Admin, PM, R&M Manager, Utilities Program Manager | Can initiate this process | | CC Planner, CC Planning Manager, Project Manager | Can view drafts of this project | | CC Planning Manager, CRSP Admin, eB Admin, Program Manager | Can view all process instances | | All Users | Can report on this process, are notified as process moves through steps |
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e-Builder Instructions
e-Builder Steps
To initiate the process:
- Log into e-Builder and open the project.
- Select Processes from the Project Menu on the left side of the page.
- Click the Start Process button in the upper right portion of the page.
- Click the 02.02 - Project Definition Form Creation (PD) process link.
- Complete the form.
- If you are finished with the form, and wish to Submit it to the workflow step or Actor, click the Submit button.
- If you are not finished with the form, and wish to save a partially completed form, the Save Draft button.
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Use the Spell Checking feature to check your spelling in text boxes. You may also Print the form if you would like a hard copy for reference. |