2.02 Project Definition Form Creation (PD)

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.

Workflow Task	Actors
Who can start this process?	CC Planner, CC Planning Manager, eB Admin, Project Manager, R&M Manager, UTLITIES-Program Manager
Who can view drafts of this process?	CC Planner, CC Planning Manager, Project Manager
Who can view all process instances?	CC Planning Manager, CRSP Admin, eB Admin, Program Manager
Who can report on this process?	All Users
Who is notified as the process moves between steps?	All Users
Who can view/add private comments to this process?	No Users

Click > to reveal additional content.

Start (Usually by CC Planner)

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

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.