2.02 Project Definition Form Creation (PD)

• The process is started by any of the eligible roles. The process form is completed, when finished click Submit.
• 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

• If the initiator is the CC Planner the next step is Project Manager Review
• If the initiator is not the CC Planner then the next step is CC Planner Completes PD Form

• CC Planner reviews the process, completes the required fields and has the option to Submit, Revise or Void.
• If Submit is chosen the next step is Project Manager Review
• If Revise is chosen the next step is Initiator Review
• If Void is chosen the next step is Finish

• The Project Manager reviews the process, completes the required fields and chooses to Submit or Revise.
• If Submit is chosen the next step is Planning Manager and Prog. Manager Review
• If Revise is chosen the next step is CC Planner Revise

• The process Initiator reviews the process, completes the required fields and clicks Reply.
• The next step is CC Planner Completes PD Form

• The CC Planner reviews the process, completes the required fields, and clicks Resubmit.
• The next step is  Project Manager Review

• Project Manager and Program Manager review the process, complete the required fields and choose to Submit or Revise.
• If Submit is chosen the next step is Working Committee Review
• If Revise is chosen the next step is CC Planner Revise

CC Planning Manager reviews the process with the working committee outside of e-Builder, completes the required fields and chooses to Submit or Put On Hold.

Submit
Next Step: Utilities, O&M and SEG Review

Put On Hold
Next Step: Finish

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, M&U Director and IBO Director will review the process, add their comments and click Submit.

Next Step: CRSP Planning Review

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

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

Financial Officer reviews the process, adds the Cost Object Number, and clicks Submit.

Next Step: Apply Funding

Financial Analyst reviews the process, applies funding, and clicks Submit:

Next Step: Finish