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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.
- 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.
This process map reflects the process in the production environment as of March 5, 2018.
1. Start
- 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.
2. CC Planner Created?
- 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.
3. CC Planner Completes PD Form
- 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 is chosen the next step is Initiator Review.
- If Void is chosen the next step is Finish.
4. Project Manager Review
- 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.
5. Initiator Review
- The process Initiator reviews the process, completes the required fields and clicks Reply.
- The next step is CC Planner Completes PD Form
6. CC Planner Revise
- The CC Planner reviews the process, completes the required fields, and clicks Resubmit.
- The next step is Project Manager Review
7. Planning Manager and Prog. Manager Review
- 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
- If Revise is chosen the next step is CC Planner Revise
8. System Starts (spawns) 3.01 Milestone Project Estimate process
- The budget process is started.
- The project manager attaches the budget request spreadsheet requesting the Capital Renewal funding.
9. Working Committee Review
- The working committee reviews the budget request
10. Utilities, O&M and SEG Review
- Utilities Director, O&M Director, and SEG Assignor review the process, add their comments and click Submit.
- The next step is Create PD Form
11. CC Director, Ops and M&U Review
- Review step for the CC Director, Ops and M&U Review
12. Create PD Form (Mail Merge Step)
- The PD form is created and stored in the Documents folder.
- Next Step: One Funding Source? (Conditional)
13. CC Planning Manager Hold - Record Approvals
The approved Capital Renewal allocation is recorded.
14. Create Final PD Form
e-Builder creates the final PD form.
15. Finish
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