Versions Compared

Old Version 56

changes.mady.by.user Unknown User (robertbr@mit.edu)

Saved on

compared with

New Version Current

changes.mady.by.user Salvatore Angelone

Saved on

Key

  • This line was added.
  • This line was removed.
  • Formatting was changed.
Comment: Migration of unmigrated content due to installation of a new plugin

...

Deck of Cards
idCR
Card
labelSummary

This process is started by the project manager. Projects that contain a request for Capital Renewal funds are routed to a CC Planner for review or input before completing the remainder of the process.

Card
labelProcess Map

Image RemovedImage Added

Card
labelStep Descriptions

Toggle Cloak
1. Process Start (Project Manager)

Cloak
  • The Project Manager fills out the required fields and clicks Submit.
  • The next step is Systems Renwal?

Toggle Cloak
2. Systems Renewal (Decisional)

Cloak
  • The system determines if this process is for Systems Renewal based on the project manager's response to the question "Requesting additional Add'l Capital Renewal funds?" in Step 1.
  • If it is for Systems Renewal the next step is CC Planner Review
  • If it is not for Systems Renewal the next step is Return Funds?

Toggle Cloak
3. CC Planner Review

Cloak
  • The CC Planner reviews the process, completes any required fields and has the option to Submit, Forward to the Planning Manager or Send Back to the PM.chooses one of these actions;
    • To CC Planning Manager
    • To PM for Revision
  • If To CC Planning Manager If Submit is chosen the next step is Return Funds?If Forward to the Planning Manager CC Planning Manager Review.
  • If To PM is chosen the process is forwarded to the next step is Initiator Revise.

Toggle Cloak
CC Planning Manager Review

Cloak
  • The Planning Manager reviews and may edit the process When finished the only option is to send the process back to the CC PlannerIf Send Back to the PM the process is sent back to the PM

Toggle Cloak
4. CC Planning Manager Dir Review

Cloak
 
  • The CC Planning Director reviews the request and has the option to Submit if approved or ask the CC Planning Mgr for revisions.

Toggle Cloak
5.
Initiator Revises

Cloak
  • From the CC planner Review step the CC Planner can request that the project manager revise the request. Once revised, the PM can resubmit the request to the CC planner.

Toggle Cloak
Return Funds? Return Funds? (Decision Step)

Cloak
  • Return funds is a decision step.
  • If funds are being returned to the program the next step is Program Manager Review A
  • If funds are not being returned to the program the next step is Program Manager Review B

Toggle Cloak
6. Program Manager Review A

Cloak
  • The Program Manager reviews the process, adds comments if necessary and when finished chooses to Submit or to Revise.
  • If Submit is chosen the next step isCC Director Review.
  • If Revise is chosen the next step is Initiator Revise and Submit.

Toggle Cloak
CC Director Review

Cloak
  • The CC Director reviews the form and has the option to Submit or Revise.
  • If Submit is chosen the next step is Financial Analyst Adjusts Funding.
  • If Revise is chosen the next step is Initiator Revise and SubmitResubmit.

Toggle Cloak
7. Initiator Revise and Submit

Cloak
  • The Project Manager reads the comments, reviews process fields and updates as necessary and when finished chooses to Resubmit or to Void.
  • Resubmit is chosen the next step is Return Funds
  • If Void is chosen the next step is Finish

Toggle Cloak
Governance Review

Cloak
  • The Budget Planning Manager reviews process fields and updates the funding data as necessary and when finished chooses Submit.

Toggle Cloak
8. Financial Analyst Adjusts Funding

Cloak
  • The Financial Analyst reads the comments, adjusts the funding and then clicks Submit.
  • The next step is Finishis True-Up Form/Addl, a mail merge step that creates the True-Up form.
  • Once the mail merge is completed the process is Code Complete and goes to the Finish step.

Toggle Cloak
9. True Up Form (Automatic Step)

Cloak
  • Automatic Step to generate the True Up form document
  • The next step is Finish

Toggle Cloak
10. Program Manager Review B

Cloak
  • The Program Manager reads the comments, reviews the process fields and chooses to Submit or Revise.
  • If Submit is chosen the next step is CC Project?
  • If Revise is chosen the next step is PM Reviews Com Initiator Revise and Resubmit

Toggle Cloak
11. CC Project? (Decision Step)

Cloak
  • This is a decision step. e-Builder evaluates the Project Type to determine if the value is "Capital Renewal"
  • If True the next step isProject Director Review
  • If Falsethe next step is M&U Project?

Toggle Cloak
12. M&U Project? (Decision Step)

Cloak
  • This is a decision step. e-Builder evaluates the Project Type to determine if the value is "Utilities".
  • If True the next step is M&U Director Review
  • If False the next step is OCP Project?

Toggle Cloak
13. OCP? (Decision Step)

Cloak
  • This step is a decision step. e-Builder evaluates the Project Type to determine if the value is "OCP"
  • If True the next step is OCP Director Review
  • If False the next step is Director of Housing Review

Toggle Cloak
Campus Services?

Cloak
  • This step is a decision step. e-Builder evaluates the Project Type to determine if the value is "Campus Services"
  • If True the next step is Campus Services Director.
  • If False the next step is Dir of Fin & Adm Review

Toggle Cloak
Dir of Fin & Adm 14. Projects Director Review

Cloak
  • The Projects Director of Finance and Administration reads the comments and review the process fields and has the option to Submit or Revise, Revise, or Send to CC Director.
  • If Submit is chosen the next step is CC Director Review VP, CSS Executes.
  • If Revise is chosen the next step is Initiator Revise and Resubmit.
  • If Send to CC Director is chosen the next step is CC Director Review.

Toggle Cloak
15. VP, CSS Executes

Cloak
  • The IBO Director reads the comments and review the process fields and has the option to Submit, Revise, or Send to CC Director.
  • If Submit is chosen the next step is DoF Dept Funding?
  • If Revise is chosen the next step is Initiator Revise and Resubmit
  • If Send to CC Director is chosen the next step is CC Director Review.

Toggle Cloak
16. M&U CC Director Review

Cloak
  • The M&U CC Director reads the comments and reviews review the process fields and clicks Submit.has the option to Submit or Revise.
  • If Submit is chosen the next step is CC Director Review.
  • If Send to Dir of Fin and Adm is chosen the next step is Dir of Fin & Adm Review.
  • If Send to Utilities Director is chosen the next step is Utilities Director Review.
  • If Send to O&M Director is chosen the next step is O&M Director Review.
  • If Send to FEG Director is chosen the next step is SEG Director Review.
  • If Send to M&U Director is chosen the next step is M&U Director Review.
  • If Send to OCP Director is chosen the next step is OCP Director Review.
  • If Send to Campus Services Director is chosen the next step is Campus Services Director.The next step is Department Funding?

Toggle Cloak
17. OCP M&U Director Review

Cloak
  • The OCP M&U Director reads the the comments and reviews the process fields and clicks Submit.
  • The next step is is Department Funding?

Toggle Cloak
18. OCP Director of Housing Review

Cloak
  • The OCP Director of Housing reads the the comments and reviews the process fields and clicks Submit.
  • The next step is is Department Funding?

Toggle Cloak
19. DoF Department Funding? (Decision Step)

Cloak
  • This is a decision step. e-Builder evaluates the value of the Department Funding field.
  • If True Yes the next step is Financial Analyst Adds Funding Governance Review_2
  • If False the next step is DoF Contingency?

toggle-cloak
Governance Review_2

Cloak
  • Governance Review reads the comments and reviews the process fields and clicks Approve.
  • The next step is True Up Form / Addi
  • If the To PM -> Revise action is taken the next step is Initiator Revise & Resubmit.

Toggle Cloak
DoF Contingency20. DoF Contingency (Decision Step)

Cloak
  • This is a decision step. e-Builder evaluates the value of the Funding Source field.
  • If True the next step is Financial Analyst Adds Funding
  • If False the next step is EVPT Contingency?

Toggle Cloak
21. EVPT Contingency (Decision Step)

Cloak
  • This is a decision step. e-Builder evaluates the value of the Funding Source field.
  • If True the next step is Deputy EVPT Review
  • If False the next step is CRSP/R-CRSP Committee Review Governance Review_1

Toggle Cloak
22. Deputy EVPT Review

Cloak
  • The EVPT Office reads the comments and reviews the process fields and then clicks Submit.
  • The next step is Financial Analyst Adds Funding

Toggle Cloak
23. Governance Review_1

Cloak
  • The CRSP Admin Governance Review reads the comments and reviews the process fields and clicks Approve.
  • The next step is True Up Form / Addi

Toggle Cloak
24. True Up Form (Automatic Step to Generate Document)

Cloak
  • Automatic step to generate the true up form document.
  • The Next Step is Financial Analyst Adds Funding

Toggle Cloak
25. Financial Analyst Adds Funding

Cloak
  • The financial analyst adds the funding to the project and will compete the required process fields clicks to add funds.
  • The next step is Finish
26. Finish

Toggle Cloak
Finish

Cloak