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
CC Planning Manager will review the process with the working committee outside of e-Builder and then complete the required fields. One of the following actions takes place:
- Submit
- Status of Process: Leave Status Unchanged
- Causes Field Validation: Yes
- Number of Actors Required to Complete: All
- Next Step: Utilities, O&M, and SEG review
- Put On Hold
- Status of Process: On Hold
- Causes Field Validation: Yes
- Add Comments: No
- Next Step: Finish
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.