Page History

Though usually started by the CC Planner, any of the following may start the process:

• CC Planning Manager
• eB Admin
• Project Manager
• R&M Manager
• Utilities - Program Manager

Once required fields are completed the form is submitted.

If the process was initiated by CC Planner, the next step is Project Manager Review.

If not initiated by CC Planner, the next step is CC Planner Completes PD Form

CC Planner reviews the process, complete the required fields and chooses one of the actions below:One of the following actions will be takenthese actions:

1. Submit

2. Status of Process:  Leave Status Unchanged

Causes Field Validation: Yes


Next Step:  Project Manager Review



3. Revise

4. Status of Process:  Leave Status Unchanged

5. Causes Field Validation: Yes

Add Comments:  Yes, Required


Next Step: VoidInitiator Review




Status of Process: 




6. Void

7. Causes Field Validation: No

Add Comments:  Yes, Required


Next Step:  Finish

Project Manager reviews the process and , completes the required fields .  They will take  and chooses one of the following actionsthe these actions:

1. Submit

2. Status of Process:  Leave Status Unchanged

Causes Field Validation: Yes
Next Step:  Planning Manager and Prog. Manager Review

3. Revise

4. Status of Process:  Leave Status Unchanged

5. Causes Field Validation: Yes

Add Comments:  Yes, Required
Next Step: CC Planner Revise

 

Process Initiator reviews the process and , completes the required fields .  They will take  the following action:

Reply

and clicks Reply.

Next Step:  CC Planner Completes PD Form

CC Planner reviews the process and , completes the required fields.  They will take  the following action:

Resubmit

, and clicks Resubmit.

Next Step:  Project Manager Review

Project Manager and Program Manager review the process and , complete the required fields : They will take and choose one of the following these actions:

1. Submit
2. Status of Process: Leave status unchanged
3. Causes Field Validation: Yes
Number of Actors Required to Complete: All
Next Step: Working Committee Review

4. Revise
5. Status of Process: Leave Status Unchanged
6. Causes Field Validation: Yes
Add Comments: Yes, Required
Next Step: CC Planner Revise

CC Planning Manager will review reviews the process with the working committee outside of e-Builder and then complete , completes the required fields . They will take and chooses one of the following these actions:

1. Submit
2. Status of Process: Leave status unchanged
3. Causes field Validation: Yes
Number of Actors Required to Complete: All
Next Step: Utilities, O&M and SEG Review
4. Put On HoldStatus of Process: On HoldCauses Field Validation: Yes
   
5. Add Comments: No
Next Step: Finish

Utilities Director, O&M Director, and SEG Assignor will review the process, add their comments and take the following action:

Submit

click Submit.

Next Step: CC Director, Ops, and M&U Review

CC Director, M&U Director and IBO Director will review the process, add their comments and take the following action:

Submit

click Submit.

Next Step: CRSP Planning Review

CC Planning Manager will review reviews the process, add their adds comments, prepare prepares the Capital Renewal List for the RCRSP agenda and take the following action:

Submit

clicks Submit:

Next Step: Spawn Team Assignment

When a Submit action is taken from the DoF Planning Manager step, the process proceeds to this spawned step. In the spawn step the 2.01 - Team Assignment process starts and is moved to the first step of that workflow. The following action is automatically taken after:

Spawn Complete

:

Next Step: Finance Office Issues IO Number

Financial Officer reviews the process, adds the Cost Object Number, and take the following action:clicks Submit.

Submit

1. Status of Process: Leave Status Unchanged
2. Causes Field Validation: Yes
3. Add Comment: No
4. Next Step: Apply Funding

Financial Analyst reviews the process, applies funding, and takes the following action:

Submit

1. Status of Process: Approved
2. Causes Field Validation: Yes
3. Add Comment: No
4. Next Step: Finish

This is the terminal step in this process. No instructions are provided.