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Summary

  • The Project Definition Form Creation Process results in additional project information being added to e-Builder.
  • The primary actor is the CC Planner.
  • The planner may work collaboratively with the Project Manager, SEG, Assessor or others while facilitating the addition of the PD form into e-Builder.
  • As a result of this process the CRSP Screening Process is spawned.

Process Map

Training

Process

Following needs identification, discussions and approval of the project by the Working Committee, the DoF Planner adds the PD Form in e-Builder. It is reviewed by the Program Manager and the Planning Manager and is approved in its final form by the Working Committee.

e-Builder

To complete the process in e-Builder:

  1. Open the project
  2. Select Processes from the Project Menu on the left side of the page
  3. Click Start Process
  4. Click the 0202 - Project Definition Form Creation (PD) link
  5. Complete the form
  6. If you are able to complete the form and wish to Submit it to the next workflow step or Actor, click the Submit button
  7. If you wish to save the form after completing only some of the work so that you can return to it in a future session then click the Save Draft button
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