The process is started by any of the eligible roles. The process form is completed, when finished click Submit.
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
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2.CC Planner Created? (Decision Step)
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If the initiator is the CC Planner the next step is Project Manager Review
If the initiator is not the CC Planner then the next step is CC Planner Completes PD Form
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3. CC Planner Completes PD Form
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CC Planner reviews the process, completes the required fields and has the option to Submit, Revise or Void.
If Submit is chosen the next step is Project Manager Review
If Revise is chosen the next step is Initiator Review
If Void is chosen the next step is Finish
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4. Project Manager Review
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The Project Manager reviews the process, completes the required fields and chooses to Submit or Revise.
If Submit is chosen the next step is Planning Manager and Prog. Manager Review
If Revise is chosen the next step is CC Planner Revise
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5. Initiator Review
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The process Initiator reviews the process, completes the required fields and clicks Reply.
The next step is CC Planner Completes PD Form
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6. CC Planner Revise
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The CC Planner reviews the process, completes the required fields, and clicks Resubmit.
The next step is Project Manager Review
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7. Planning Manager and Prog. Manager Review
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Project Manager and Program Manager review the process, complete the required fields and choose to Submit or Revise.
If Submit is chosen the next step is Working Committee Review
IfRevise is chosen the next step is CC Planner Revise
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8. Working Committee Review
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CC Planning Manager reviews the process with the working committee outside of e-Builder, completes the required fields and chooses to Submit or Put On Hold.
Included in the required fields is the question "Expected number of funding sources". Later in the process this field is used to determine whether or not to spawn the process.
If Submit is chosen theNext Step is Utilities, O&M and SEG Review
If Put On Hold is chosen the next step is Finish
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9.Utilities, O&M and SEG Review
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Utilities Director, O&M Director, and SEG Assignor review the process, add their comments and click Submit.
The next step is CC Director, Ops, and M&U Review
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10.CC Director, Ops, and M&U Review
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CC Director, M&U Director and IBO Director review the process, add their comments and click Submit.
The next step is CRSP Planning ReviewCreate PD Form
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10.Create PD Form (Mail Merge Step)
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The PD form is created and stored in the Documents folder.
Next Step: One Funding Source? (Conditional)
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Spawn Team Assignments11. One Funding Source? (Conditional)
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Used to identify whether or not 03.01 Milestone Project Estimate should be spawned. It is assumed that if there is only one funding source, 03.01 Milestone Project Estimate has not been previously started; therefore, it will be spawned from this process.
If there is one funding source the “03.01 Milestone Project Estimate” is spawned.
If there is more than one funding source, the next step is “Finish.
Process 03.01 needs to be either (1) started manually or (2) a pre-existing instance of 03.01 should be updated with the Infrastructure cost data as documented in the PD Form process.
When “One Funding Source?” is “True”, the process will proceed to this spawn step.
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When a Submit action is taken from the DoF Planning Manager step, the process proceeds to this spawned step. In the spawn step the 203.01 - Team Assignment process starts and is –Milestone Project Estimate process will be started and moved to the first step of that workflow.The following action is automatically taken after:
Next Step: Finance Office Issues IO Number
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Finance Officer Issues IO Number
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Financial Officer reviews the process, adds the Cost Object Number, and clicks Submit.
Next Step: Apply Funding
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Apply Funding
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Financial Analyst reviews the process, applies funding, and clicks Submit:
