Page History

• The start step displays the Start layout.
• The Start layout allows the user, typically Based on how the process is started a conditional is evaluated to determine if the project manager needs to complete their fields, to enter information about the budget as well as budget line items.
• Also also entered on this screen is information and details for infrastructure funding and alternates.
• On the Submit action the next step is Started by Spawn?.

• The Started by Spawn? conditional determines if the process was spawnedstarted by spawn (instead of started by a user).
• If the conditional is True  False the next step is Project Manager Submit EstimateEnters Budget.
• If the conditional is False True the next step is Program Manager/Planning Manager Review.

• The project manager navigates to the Estimate Worksheet, clicks Edit, completes the spreadsheet, and then checks the edited spreadsheet back into e-Builder.
• The project manager attaches the newly edited spreadsheet to the process, completes the form by selecting from the Create Budget Type and Estimate Type dropdown menus and by indicating that the project schedule has been updated if necessary and also indicates if the review includes a funding request.
• enters both information about the budget and the Budget Line Items.
• Budget Line Items are are entered by using the Budget Change Items section of the process form. (Because the project manager is editing the template loaded when the project was created)
• When the process Once the form is completed and ready to be reviewed the project manager clicks Submit.
• Next Step: Program Manager Review

• The P rogram Program Manager and/or Planning Manager reviews the process and adds comments if necessary. The program manager can download the estimate worksheet, make changes and then upload. This will result in a separate document from the one submitted by the PM.budget.
• The Program Manager and/or Planning Manager The program manager has the option of taking either submitting or asking for revisionsthe Submit or Revise action.
• If the program manager clicks Submit is selected a series of decisions is evaluated to determine routing to one of the CC Director and Director of Projects, M&U Director, OCP Director, Campus Services Director or IBO Director.evaluation steps are executed so that the budget is sent for approval to the correct Director.
• If Revise is selected If the program manager clicks Revise the next step is Initiator Revise and Resubmit.

• The process initiator reads the comments and fills out the required fields and has the option to Resubmit or Void.
• If the initiator chooses Resubmit the next step is Program Manager Review
• If the initiator chooses Void the next step is Finish

• One of the above reviews the process and takes an action to Submit or to Revise
• If Submitis chosen the process passes through several decision steps to determine if it contains a funding request and if it is a capital or academic project
  • If the process is determined to be for a capital project the next step is Governance Review.
  • If the process is determined to be for an academic project the next step is CRSP Admin Distributes
  • If the process is determined not to be for Capital or Academic the next step is R-CRSP Committee Review/Approval.
• If Revise is chosen the next step is Initiator Revise and Resubmit.

• The funding request step is a conditional that determines if additional funding is needed with the budget request by evaluating the "Does this review include a request for funding" field.
• If True (Yes) the next step is Capital Project? (F)
• If False (No) the next step is Capital Project?

The capital project (F) conditional determines if the Program type equals Capital Group based on the Project Custom Field "Program Type" entry being Capital Group.

• If True the next step is Governance Review
• If False the next step is Provost Review.

• The Capital Project? Conditional determines if the program type equals Capital Group based on the Project Custom Field "Program Type".
• If True the next step is  Cost Object Assigned.
• If False the next step is CRSP Admin Distributes

• The CRSP Admin reviews the process and distributes to Associate Provost, DLC & School and has the option of sending to RCRSP or Put on Hold.
• If RCRSP is chosen the next step is R-CRSP Committee Review / Approval
• If Put on Hold is chosen the next step is Project on Hold

• The CRSP Admin reviews the process, completes the required fields and has the option to Approve, Revise or Reject
• If Approve is selected the next step is Financial Officeer Office Obtain Cost Objects.
• If Revise is selected the next step is CRSP Admin Distributes.
• If Reject is selected the next step is Finish.

• The CRSP Admin reviews the process, completes the required fields and has the option to Approve, Put On Hold, or Revise.
• If Approve is selected the next step is Cost Object Assigned?
• If Put On Hold is selected the next step is Project On Hold
• If Revise is selected the next step is Initiator Revise and Resubmit

• The e-B Admin reviews the process, completes the required fields and clicks Submit
• The next step is Governance Review

• This step determines if a cost object is assigned to the process
• If True (no) the next step is Financial Officer Obtain Cost Object
• If False (yes) the next step is Financial Analyst Imports Data

• The Financial Officer obtains the cost object number, updates the process and takes the Receive action.
• The next step is Finish

• The Financial Analyst imports data, applies funding (as needed) and clicks Submit
• The next step is Finish