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Result or Product of this Process

The purpose of the Project Definition Form Process is to create and route a PD form through an approval system.

Process Details

    • 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 02.01 Team Assignment (TA) process.

     

    Process is started by any of CC Planner, CC Planning Manager, eB Admin, Project Manager, R&M Manager, UTLITIES-Program Manager

    CC Planner Completes PD Form

     Project Manager Review

    Initiator Review

    CC Planner Revise

    Planning Manager and Prog. Manager Review

    Working Committee Review

    Utilities, O&M and SEG Review

    CC Director, Ops, and M&U Review

    DoF Planning Manager (Governance)

    Spawn Team Assignments

    Finance Officer Issues IO Number

    Apply Funding

    Finish

    e-Builder Instructions

    e-Builder Steps

    To initiate the process:

    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.

    Hints and Tips

    Use the Spell Checking feature to check your spelling in text boxes. You may also Print the form if you would like a hard copy for reference.

     

     

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