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Deck of Cards
idIssue
Card
labelSummary

This process can be started by the Project Coordinator, Project Manager, Administrative Assistant, OCP Planner, SPT Commissioning Lead, SPT Lead, VPF Strategic Sourcing.

Card
labelProcess Map

 

Card
labelActors and Acitons

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1. Initiation

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  • The Project Coordinator or Project Manager fills out the required fields and executes the Submit action.
  • The next step is PM Initiate Process?

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2. PM Initiate Process (Decisional Step)

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  • The
“PM
  • PM Initiate Process?
  • conditional step determines the path the process will take based on if the Data Field
“Did
  • Did the PM Initiate the Process?” has a value of “Yes”.
  • If the value is Yes the next step is Contract Required?
  • If the value is False the next step is PM Review?

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3. PM Review

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  • The PM reviews the process and verifies the Contract or PO being added to the project and chooses the Submit action.
  • The next step is Contract Required?

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4. Contract Required? (Decisional Step)

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  • Multiple fields are evaluated to determine the path that the process will take.
  • If True the next step is Construction?
  • If False the next step is Purch Req MM.

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5. Construction?

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  • Multiple fields are evaluated to determine the path the process will take.
  • If True the next step is eB Admin Updates CSI Codes.
  • If False the next step is DoF Procurement Reviews.

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6. eB Admin Uploads CSI Codes

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eB Admin will run take the bid tabulation report and combine it with the process import template to do a quick upload into the processes to get the CSI and GL information on the commitment line item custom fields.  Through the import the following action will be taken:

e-Builder Instructions