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.
| Actor | Action |
|---|---|
CC Planner, CC Planning Manager, eB Admin, PM, R&M Manager, Utilities Program Manager |
Can initiate this process |
| CC Planner, CC Planning Manager, Project Manager | Can view drafts of this project |
| CC Planning Manager, CRSP Admin, eB Admin, Program Manager | Can view all process instances |
| All Users | Can report on this process, are notified as process moves through steps |
e-Builder Instructions
e-Builder Steps
To initiate the process:
- Log into e-Builder and open the project.
- Select Processes from the Project Menu on the left side of the page.
- Click the Start Process button in the upper right portion of the page.
- Click the 02.02 - Project Definition Form Creation (PD) process link.
- Complete the form.
- If you are finished with the form, and wish to Submit it to the workflow step or Actor, click the Submit button.
- 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.