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.
• If Submit is chosen the Next Step is Utilities, O&M and SEG Review
• If Put On Hold is chosen the next step is Finish

• Utilities Director, O&M Director, and SEG Assignor review the process, add their comments and click Submit.
• The next step is CC Director, Ops, and M&U Review

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

The next step is 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