2.02 Project Definition Form Creation (PD)

Summary

The Project Definition Form Creation Process results in additional project information being added to e-Builder.

• The primary actor is the CC Planner who has responsibility for completing this process.
• The planner may work collaboratively  with the Project Manager, SEG, Assessor or others while facilitating the addition of the PD form into e-Builder.
• This process spawns the 02.03 CRSP Screening Kickoff (CRSPK)

Prerequisites(s)

There are no prerequisites

 Process Map

Click to enlarge this process map

Process Description

Following needs identification, discussions and approval of the project by the Working Committee, the DoF Planner adds the PD Form in e-Builder. It is reviewed by the Program Manager and the Planning Manager and is approved in its final form by the Working Committee.

e-Builder Steps

To complete the process in e-Builder:

1. Log into e-Builder and open the project.
2. Select Processes from the Project Menu on the left side of the page.
3. Click the Start Process button in the upper right portion of the page.
4. Click the 02.02 - Project Definition Form Creation (PD) process link.
5. Complete the form.
6. If you are finished with the form, and wish to Submit it to the workflow step or Actor, click the Submit button.
7. If you are not finished with the form, and wish to save a partially completed form, the Save Draft button.