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Deck of Cards
idTA
Card
labelSummary

This process is spawned by the 02.03,05 CRSP Screening Kickoff (

CRSPK

CRSPS) or initiated by the e-B admin for non-CRSP projects. A project manager may initiate this process

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  • The process can be reviewed by the e-B admin, Project Manager, and the Program Manager.
  • No other processes are spawned by Team Assignment

    .

    Note

    Escalation rules apply to this process.

    • Three days after the Start step the e-B admin is notified.
      • If a PM has been identified, the e-B Admin will put that person in the role and add a note to the PM that TA process has been in the “Team Assignment” step for 3 days but is still incomplete.
      • If the PM has not yet been assigned, the eB Admin will send an Action Item to the Program Manager requesting that the PM be assigned. Once the Action Item response is received, the PM will be put in the role and a note added to the PM that TA process has been in the “Team Assignment” step for 3 days but is still incomplete.
    • Seven days after the Start step the eB admin is notified.
      • The eB Admin will move the process to the next step, putting only identified team members in roles (and notifying them).
      • If additional team members are required, process "01.03-Add a Resource to a Project" should be used.
    Card
    labelProcess Map

     

    Card
    labelStep Descriptions

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    1. Initiation

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    The process is usually started by a Spawn step, but can be started by the eB Admin or Project Manager.

    In this step a Program Manager. Project Manager and CC Planner can be assigned. The Program Manager is required.

    When complete the Submit action is taken.

    1. If a Project Manager assignment has not been assigned the process moves to Team Assignments - Including PM.
    2. If a Project Manager has been assigned the process moves to Team Assignments - PM previously assigned.

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    2.Team Assignments - PM Previously Assigned

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    Each assignor in this step assigns their respective team members and takes the Submit action.

    Note that some roles are required before the process moves forward.

    The next step is eB Admin.

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    3.Team Assignments - Including PM

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    Each assignor in this step assigns their respective team members and takes the Submit action.

    The next step is eB Admin

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    4. eB Admin

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    An eB Admin assigns all team members selected to the project completes the process.

    The next step is Finish.

    Finish