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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 spawns the Team Assignment process.
This process can be started by:
- CC Planner
- CC Planning Manager
- eB Admin
- Project Manager
- R&M Manager
- UTLITIES-Program Manager
1. Start
- 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
2. CC Planner Created? (Decision Step)
- 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 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
4. Project Manager Review
- 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
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. Working Committee Review
- 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.
- If Submit is chosen the Next Step is Utilities, O&M and SEG Review
- If Put On Hold is chosen the next step is Finish
9. Utilities, O&M and SEG Review
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, 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
DoF Planning Manager (Governance)
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
Spawn Team Assignments
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
Finance Officer Issues IO Number
Financial Officer reviews the process, adds the Cost Object Number, and clicks Submit.
Next Step: Apply Funding
Apply Funding
Financial Analyst reviews the process, applies funding, and clicks Submit:
Next Step: Finish
Finish