2.02 Project Definition Form Creation (PD)

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 these actions:

1. Submit
   Next Step:  Project Manager Review
   
   

2. Revise
   Next Step: Initiator Review
   
   

3. Void
   Next Step:  Finish

Project Manager reviews the process, completes the required fields and chooses one of the these actions:

1. Submit
   Next Step:  Planning Manager and Prog. Manager Review
   
2. Revise
   Next Step: CC Planner Revise

Process Initiator reviews the process, completes the required fields and clicks Reply.

Next Step:  CC Planner Completes PD Form

CC Planner reviews the process, completes the required fields, and clicks Resubmit.

Next Step:  Project Manager Review

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

1. Submit
   Next Step: Working Committee Review
   
2. Revise
   Next Step: CC Planner Revise

CC Planning Manager reviews the process with the working committee outside of e-Builder, completes the required fields and chooses one of these actions:

1. Submit
   Next Step: Utilities, O&M and SEG Review
2. Put On Hold
   Next Step: Finish

Utilities Director, O&M Director, and SEG Assignor will review the process, add their comments and 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 click Submit.

Next Step: CRSP Planning Review

CC Planning Manager reviews the process, adds comments, prepares the Capital Renewal List for the RCRSP agenda and 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:

Next Step: Finance Office Issues IO Number

Financial Officer reviews the process, adds the Cost Object Number, and clicks Submit.

Next Step: Apply Funding

Financial Analyst reviews the process, applies funding, and clicks Submit:

Next Step: Finish