Versions Compared

Old Version 99

changes.mady.by.user Unknown User (robertbr@mit.edu)

Saved on

compared with

New Version Current

changes.mady.by.user Salvatore Angelone

Saved on

Key

  • This line was added.
  • This line was removed.
  • Formatting was changed.

Result or Product of this Process

Round Rectangle
bgcolor#e6f2ff

The purpose of the Project Definition Form Creation process is to create and route a PD Form through an approval system for non-Capital and non-Academic projects.

Composition Setup
 

Process Details

Deck of Cards
idPD
Card
labelSummary
  • This process is usually initiated by the CC planner or the project manager. Other roles with the ability to being the process are:
    • CC Planning Manager
    • R&M Manager
    • UTLITIES-Program Manager
    • e-B Admin
  • When not started by the CC planner the process routes to the CC planner as the second step.
  • After the PD form is completed this process spawns the 03.01 Milestone Project Budget Estimate process.
Card
labelProcess Map

Image RemovedImage Added

Card
labelStep Descriptions

Toggle Cloak
1. Start

Cloak
  • 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.

toggle-cloak
2. CC Planner Created?
Cloak

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

.

toggle-

Cloak
3.
  • CC Planner
Completes PD Form
Cloak
  • CC Planner reviews the process, completes the required fields and selects one of the following actions: Submit, Revise or Void.
  • If Submit is chosen the next step is Project Manager Review.
  • If Revise Void is chosen the next step is Initiator Review.If Void is chosen the next step is FinishFinish. The process is set to a Void status.

Toggle Cloak
 4. Project Manager Review

Cloak
  • The Project Manager reviews the process with the option to approve and Submit or to Revise.
  • To approve and submit the project manager must complete the required fields including section 9.1 on the process form by choosing the date.
  • 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.

Toggle Cloak
5. Initiator Review

Cloak
  • The process Initiator reviews the process, completes the required fields and clicks Reply.The next step is CC Planner Completes PD Form

Toggle Cloak
6. CC Planner Revise

Cloak
  • The CC Planner reviews the process, completes the required fields, and clicks Resubmit.
  • The next step is Project Manager Review.

Toggle Cloak
7. Planning Manager and Prog. Manager Review

Cloak
  • 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

Toggle Cloak
8. System Starts (spawns) 3.01 Milestone Project Estimate processSpawn 3.01a Budget Approval Process

Cloak
  • This step initiates a Budget Approval Process
Cloak
  • The budget process is started.
  • The project manager attaches the budget request spreadsheet requesting the Capital Renewal funding.
  • Upon the successful spawning of this Budget Approval Process the next step is Project Manager Review.

Toggle Cloak
9. Working Committee Review

Cloak
  • In this step the The working committee reviews the budget request
  • When Submit is chosen the next step is Property Office Review
  • If Put on Hold is chosen the next step is Finish.

Toggle Cloak
Property Office Review Step

Cloak
  • In this step the Property Office reviews the information that has been entered to the process. The Property office then indicates whether or not they agree with the funding type. If the Property Office disagrees with the funding type they should select the have made a change to the funding type on the PD option of the Property Office Review field.
  • When Submit is chosen the next step is M(ail) M(erge) Property Office.

toggle-cloak
10. Utilities, O&M and SEG Review
Cloak
Mail Merge (Automation) Property Office

Cloak
  • This automation step sends an e-mail to the Property Office showing the information that has been entered into the process.
  • When this step completes successfully the next step is R&M, Utilities, FEG, CC Plnng Review.

Toggle Cloak
R&M, Utilities, FEG, CC Plnng Review

Cloak
  • In this step the CC Planner, Utilities Director, R
Cloak
  • Utilities Director, O&M Director, and SEG Assignor review the process, add their comments and click Submit.
  • The next step is Create PD Form

Toggle Cloak
11. CC Director, Ops and M&U Directr & VP, CSS Review

Cloak
  • Review step for In this step the information entered is reviewed by by the CC Director, Ops and M&U Review and the VP, CSS Director.
  • When the Submit action is taken the next step is Create PD Form.

Toggle Cloak
12. Create PD Form (Mail Merge Step)

Cloak
  • The

    In this automation step e-Builder creates the the PD form

    is created

    and

    stored

    stores it in the Documents folder.

  • Next Step: One Funding Source? (Conditional)Upon successful completion of the PD form mail merge the next step is CC Planning Manager Hold - Record Approvals

Toggle Cloak
13. CC Planning Manager Hold - Record Approvals

Cloak
The
  • In this step, the approved Capital Renewal allocation is recorded.
  • When the Create Final PD action is taken the next step is Create Final PD Form.

Toggle Cloak
14. Create Final PD Form

Cloak
  • In this automation step e-Builder creates the
final
  • Final PD form.

15. Finish

Card
idTRPD
labelTraining Material

 

PDF
namePD Form and MPEB.pdf

 

 

 

...

  • Upon successful completion of the Final PD form mail merge the next step is Finish.

Toggle Cloak
Finish

Cloak