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Result or Product of this Process
Use this process for Budget Requests.
This process replaces the 3.01 Milestone Project Estimate and Budget request process. The budget spreadsheet used with this process is also no longer used.
In the 03.01a Project Budget Request process, the budget is entered on the process page. It will appear in the cost module as Projected until it is approved. Once approved it will appear as the Current Budget.
This process allow the project manager to create the budget and routes the budget for approval by the proper users depending on project type. This process also results in the assignment of a cost object to the project.
1. Initiation by Project Manager
- Based on how the process is started a conditional is evaluated to determine if the project manager needs to complete their fields.
2. Started by Spawn
- The Started by Spawn? conditional determines if the process was spawned.
- If the conditional is True the next step is Project Manager Submit Estimate.
- If the conditional is False the next step is Program Manager Review.
3. Project Manager Estimate
- The project manager navigates to the Estimate Worksheet, clicks Edit, completes the spreadsheet, and then checks the edited spreadsheet back into e-Builder.
- The project manager attaches the newly edited spreadsheet to the process, completes the form by selecting from the Create Budget Type and Estimate Type dropdown menus and by indicating that the project schedule has been updated if necessary and also indicates if the review includes a funding request.
- Once the form is completed and ready to be reviewed the project manager clicks Submit.
- Next Step: Program Manager Review
4. Program Manager Review
- The Program Manager reviews the process and adds comments if necessary. The program manager can download the estimate worksheet, make changes and then upload. This will result in a separate document from the one submitted by the PM.
- The program manager has the option of either submitting or asking for revisions.
- If the program manager clicks Submit a series of decisions is evaluated to determine routing to one of the CC Director and Director of Projects, M&U Director, OCP Director, Campus Services Director or IBO Director.
- If the program manager clicks Revise the next step is Initiator Revise and Resubmit
5. Initiator Revise and Resubmit
- The process initiator reads the comments and fills out the required fields and has the option to Resubmit or Void.
- If the initiator chooses Resubmit the next step is Program Manager Review
- If the initiator chooses Void the next step is Finish
6. CC Director and Director of Projects or M&U Director or OCP Director or Campus Services Director or IBO Director Review
- One of the above reviews the process and takes an action to Submit or to Revise
- If Submitis chosen the process passes through several decision steps to determine if it contains a funding request and if it is a capital or academic project
- If the process is determined to be for a capital project the next step is Governance Review.
- If the process is determined to be for an academic project the next step is CRSP Admin Distributes
- If the process is determined not to be for Capital or Academic the next step is R-CRSP Committee Review/Approval.
- If Revise is chosen the next step is Initiator Revise and Resubmit.
7. Funding Request? (Conditional)
- The funding request step is a conditional that determines if additional funding is needed with the budget request by evaluating the "Does this review include a request for funding" field.
- If True (Yes) the next step is Capital Project? (F)
- If False (No) the next step is Capital Project?
8. Capital Project? (F) (Conditional)
The capital project (F) conditional determines if the Program type equals Capital Group based on the Project Custom Field "Program Type" entry being Capital Group.
- If True the next step is Governance Review
- If False the next step is Provost Review.
9. Capital Project? (Conditional)
- The Capital Project? Conditional determines if the program type equals Capital Group based on the Project Custom Field "Program Type".
- If True the next step is Cost Object Assigned.
- If False the next step is CRSP Admin Distributes
10. CRSP Admin Distributes
- The CRSP Admin reviews the process and distributes to Associate Provost, DLC & School and has the option of sending to RCRSP or Put on Hold.
- If RCRSP is chosen the next step is R-CRSP Committee Review / Approval
- If Put on Hold is chosen the next step is Project on Hold
11. R-CRSP Committee Review Approval
- The CRSP Admin reviews the process, completes the required fields and has the option to Approve, Revise or Reject
- If Approve is selected the next step is Financial Officeer Office Obtain Cost Objects.
- If Revise is selected the next step is CRSP Admin Distributes.
- If Reject is selected the next step is Finish.
12. Governance Review
- The CRSP Admin reviews the process, completes the required fields and has the option to Approve, Put On Hold, or Revise.
- If Approve is selected the next step is Cost Object Assigned?
- If Put On Hold is selected the next step is Project On Hold
- If Revise is selected the next step is Initiator Revise and Resubmit
13. Project On Hold
- The e-B Admin reviews the process, completes the required fields and clicks Submit
- The next step is Governance Review
14. Cost Object Assigned?
- This step determines if a cost object is assigned to the process
- If True (no) the next step is Financial Officer Obtain Cost Object
- If False (yes) the next step is Financial Analyst Imports Data
15. Financial Officer Obtain Cost Object
- The Financial Officer obtains the cost object number, updates the process and takes the Receive action.
- The next step is Finish
16. Financial Analyst Imports Data
- The Financial Analyst imports data, applies funding (as needed) and clicks Submit
- The next step is Finish
17. Finish