Page History

The process is started by the spawn step in CRSP Screening Kickoff or by the eB Admin.

• If initiated by the eB Admin, the eB Admin must complete the Department, Project Description, 100% CRSP Funding and Stage 1 Budget fields.
• If started by the spawn process those fields will be automatically filled out

Next step: PIT Meeting Required

The PIT Meeting Required conditional step determines the path the process will take based on if the data field "PIT Meeting Required" has been marked "Yes" in a previous step. It will automatically take one of the following paths:

1. If True (Yes) the next step is PM schedules PIT meeting
2. If False (No) the next step is Provost Office Draft MOU

The Project Manager reviews the process and completes the required fields in the form. When finished the Project Manager clicks SUBMIT.

Next Step: Prst Office Draft MOU

The Project Manager reviews the process, completes the required fields and then Submits.

Submit

clicks SUBMIT.

Next Step: Provost Office Draft MOU

The Provost Office reviews the process and completes the required fields and takes the following action:

Submit to Team

SUBMITS to the team.

Next Step: Team Review

IS&T Lead, Project Manager, CC Sustainability, CC Planning Manager, EHS Project Liaison, CR Admin and OCP Planner review the process and then Submit

Submit

. All actors must complete their tasks and SUBMIT.

Next Step: Provost Office Reviews MOU Comments

The Provost Office reviews the process, fills out the required fields and takes the following action:

Submit

clicks SUBMIT.

Next Step:  Program Manager MOU Review

The Program Manager reviews the process and takes one of the following actions.

has the option of either submitting or asking for revisions.

If the program manager clicks Submit

Next Step: PM Final MOU Review

If the program manager clicks Revise

Next Step: Provost Office Reviews MOU Comments

The Project Manager reviews the process and takes one of the following actions:

1. Submit
   1. Status of Process: Unchanged
   2. Next Step: Draft MOU
2. Revise
   1. Status of Process: Unchanged
   2. Next Step: Provost Office Reviews MOU Comments

The Draft MOU Step is a mail merge automation step that completes the items below and automatically takes the action:

Code Complete

1. Automation Step Type: Mail Merge
2. Mail Merge Template: MOU Draft
3. Archive Mail Merge = Yes
   1. Destination Folder = Document\02 Project Development - Budgets
   2. Store in Field: MOU
4. Next Step: Provost Distributes to DLC for Review

The Provost Office reviews the process, fills out the required fields and takes the following action:

Submit

1. Status of Process: Unchanged
2. Next Step: PM Enters Benchmark and 51 Estimate

The Project Manager reviews the process, fills out the benchmark and Stage 1 data, prints the Stage 1 mail merge and attaches, then takes the following action:

Submit

1. Status of Process: Unchanged
2. Data Field Assignments Made
3. Next Step: Program Manager Review

The Program Manager reviews the process and takes one of the following actions:

1. Submit
1. Status of Process: Unchanged
2. Next Step: MOU /Stage 1 MM
2. Revise
1. Status of Process: Unchanged
2. Add Comments: Yes, Required
3. Next Step: PM Enters Benchmark and 51 Estimate

The MOU Stage 1 MM step is a mail merge automation step that completes the below items and automatically takes the following action:

Code Complete

1. Automation Step Type: Mail Merge
2. Mail Merge Template: MOU & Stage 1
3. Archive Mail Merge: Yes
4. Destination Folder: Document/02 Project Development Budgets (I&E)\02.01 Scope and Project Definition Forms (I)
5. Next Step: Provost Distributes to DLC for Review
   

The CRSP Admin reviews the process, adds comments, and takes one of the following actions:

Submit

1. Status of Process:  Unchanged
2. Next Step:  Provost Office Reviews

Revise

1. Status of Process:  Unchanged
2. Add Comments: Yes, Required
3. Next Step:  PM Revises Benchmark or S1 Estimate

The Project Manager reviews the process, fills out the required fields and takes the following action:

To Program Manager

1. Status of Process: Received
2. Data Field Assignments are Made
3. Next Step: Program Manager Review

The Provost Office reviews the process, fills out the required fields, and takes one of the following actions:

1. Submit
   1. Status of Process: Unchanged
   2. Next Step: Start 03.01 Milestone Project Estimate
2. Revise
   1. Status of Process: Unchanged
   2. Add Comments: Yes, Required
   3. Data Field Assignment: Spawn 301 Process - Yes
   4. Next Step: PM Revises Benchmark or S1 Estimate

The Start Milestone Project Estimate spawn step creates a process instance for 03.01 Milestone Project Estimate process. When the process is created the following action is taken:

Spawn Complete

 Next Step: Finish

This is the final step. No further instruction is provided.