Start (Usually by CC Planner)
Though usually started by the CC Planner, any of the following may start the process:
- CC Planning Manager
- eB Admin
- Project Manager
- R&M Manager
- Utilities - Program Manager
Once required fields are completed the form is submitted.
If the process was initiated by CC Planner, the next step is Project Manager Review.
If not initiated by CC Planner, the next step is CC Planner Completes PD Form
CC Planner Completes PD Form
CC Planner reviews the process, complete the required fields and chooses one of these actions:
Submit
Next Step: Project Manager Review
Revise
Next Step: Initiator Review
Void
Next Step: Finish
Project Manager Review
Project Manager reviews the process, completes the required fields and chooses one of the these actions:
- Submit
Next Step: Planning Manager and Prog. Manager Review
- Revise
Next Step: CC Planner Revise
Initiator Review
Process Initiator reviews the process, completes the required fields and clicks Reply.
Next Step: CC Planner Completes PD Form
CC Planner Revise
CC Planner reviews the process, completes the required fields, and clicks Resubmit.
Next Step: Project Manager Review
Planning Manager and Prog. Manager Review
Project Manager and Program Manager review the process, complete the required fields and choose one of these actions:
- Submit
Next Step: Working Committee Review
- Revise
Next Step: CC Planner Revise
Working Committee Review
CC Planning Manager reviews the process with the working committee outside of e-Builder, completes the required fields and chooses one of these actions:
- Submit
Next Step: Utilities, O&M and SEG Review
- Put On Hold
Next Step: Finish
Utilities, O&M and SEG Review
Utilities Director, O&M Director, and SEG Assignor will review the process, add their comments and click Submit.
Next Step: CC Director, Ops, and M&U Review
CC Director, Ops, and M&U Review
CC Director, M&U Director and IBO Director will review the process, add their comments and click Submit.
Next Step: CRSP Planning Review
DoF Planning Manager (Governance)
CC Planning Manager reviews the process, adds comments, prepares the Capital Renewal List for the RCRSP agenda and clicks Submit:
Next Step: Spawn Team Assignment
Spawn Team Assignments
When a Submit action is taken from the DoF Planning Manager step, the process proceeds to this spawned step. In the spawn step the 2.01 - Team Assignment process starts and is moved to the first step of that workflow. The following action is automatically taken after:
Next Step: Finance Office Issues IO Number
Finance Officer Issues IO Number
Financial Officer reviews the process, adds the Cost Object Number, and clicks Submit.
Next Step: Apply Funding
Apply Funding
Financial Analyst reviews the process, applies funding, and clicks Submit:
Next Step: Finish
Finish