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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.
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 Process Map

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Process Description

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.

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e-Builder Steps

To complete the process in e-Builder:

  1. Log into e-Builder and open the project.
  2. Select Processes from the Project Menu on the left side of the page.
  3. Click the Start Process button in the upper right portion of the page.
  4. Click the 02.02 - Project Definition Form Creation (PD) process link.
  5. Complete the form.
  6. If you are finished with the form, and wish to Submit it to the workflow step or Actor, click the Submit button.
  7. If you are not finished with the form, and wish to save a partially completed form, the Save Draft button.

Optionally, you may use the Check Spelling or Print buttons prior to Submitting or Saving.