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Process Lookup

Composition Setup
I want to ...Use this Process

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Initiate a project (Program Managers Only)

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Add a new user and assign to a project New User Assignment and Request (01.02)

00.00 - Project Initiation (NEWPJ)
Add a company or contact to e-Builder for the purpose or responding to a bid01.01 - Add New Contact to Existing Company (NWCON) 
Add new users (i.e., people who are not currently in e-Builder) to the system with option of assigning them to a project

01.02 -Add New User Request (NUSER) 

Request that an existing user be added to a project in e-Builder.

01.03 - Add Existing User to a Project (ADDRE

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)

Assign team members to

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project roles (Project Coordinator, Construction Safety Officer, SEG Lead)

02.01 - Team Assignment (TA)
Create a PD (project definition

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) form (CC Planners)02.02 - Project Definition Form Creation (

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PD) 
Route a CRSP project through an approval

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system

02.03 - CRSP Screening Kickoff

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- CRSPS (with PM Assignment) (CRSPS) 

Create an MOU and Stage 1 Budget

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(CRSP)

02.05 - MOU & Stage 1 Budget

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- CRSP (

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Non-Cost) (MUS1) 

Prepare a Milestone Project Estimate and Budget

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Request

03.01.a - Budget Approval Process (BAP) 

Adjust a Budget with a 0$ Change

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03.02 - $0 Budget Change (Cost) (ZBCHG) 

Request Contingent Funds/True Up/Request Additional

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Funding

03.03 - Contingency Request / True-Up Form / Additional Funding Request

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(BCHNG) 

Update information about a project 

10.01.a - Project Manager's Project Update (PMUa)

Establish a contract and a Purchase Order

04.04 - Issue a Purchase Order/Issue Contract

Limited Scope of Work

04.05 - LSW / Exhibit A request

Document Review

05.02 - Document Review (CRSP)

Letter of Release / Contract Change Order REquest

06.01 - Change Management for Contractor PO's

General Contractor Change Order

06.02 - The process you use for Change Management (06.01)

Professional Services Amendment

06.03 - Change Management for A/E and Consultant based PO's

Pay a Bill Pay Req & Invoice

06.06 - Pay Req & Invoice Process

Room Numbering

07.01 - Room Numbering

Signage

07.02 - Signage Request