You are viewing an old version of this page. View the current version.
Compare with Current
View Page History
« Previous
Version 102
Next »
The purpose of the Project Definition Form Creation process is to create and route a PD Form through an approval system for non-Capital and non-Academic projects.
- This process is usually initiated by the CC planner or the project manager. Other roles with the ability to being the process are:
- CC Planning Manager
- R&M Manager
- UTLITIES-Program Manager
- e-B Admin
- When not started by the CC planner the process routes to the CC planner as the second step.
- After the PD form is completed this process spawns the 03.01 Milestone Project Budget Estimate process.
1. Start
- 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.
2. CC Planner Created?
- 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.
3. CC Planner Completes PD Form
- CC Planner reviews the process, completes the required fields and selects one of the following actions: 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.
4. Project Manager Review
- The Project Manager reviews the process with the option to approve and Submit or to Revise.
- To approve and submit the project manager must complete the required fields including section 9.1 on the process form by choosing the date.
- 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.
5. Initiator Review
- The process Initiator reviews the process, completes the required fields and clicks Reply.
- The next step is CC Planner Completes PD Form
6. CC Planner Revise
- The CC Planner reviews the process, completes the required fields, and clicks Resubmit.
- The next step is Project Manager Review
7. Planning Manager and Prog. 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
8. System Starts (spawns) 3.01 Milestone Project Estimate process
- The budget process is started.
- The project manager attaches the budget request spreadsheet requesting the Capital Renewal funding.
9. Working Committee Review
- The working committee reviews the budget request
10. Utilities, O&M and SEG Review
- Utilities Director, O&M Director, and SEG Assignor review the process, add their comments and click Submit.
- The next step is Create PD Form
11. CC Director, Ops and M&U Review
- Review step for the CC Director, Ops and M&U Review
12. Create PD Form (Mail Merge Step)
- The PD form is created and stored in the Documents folder.
- Next Step: One Funding Source? (Conditional)
13. CC Planning Manager Hold - Record Approvals
The approved Capital Renewal allocation is recorded.
14. Create Final PD Form
e-Builder creates the final PD form.
15. Finish
Error rendering macro 'viewpdf'
com.atlassian.confluence.macro.MacroExecutionException: com.atlassian.confluence.macro.MacroExecutionException: The viewfile macro is unable to locate the attachment "PD Form and MPEB.pdf" on this page