1. Stages
1.1. ALL
2. Planning
2.1. PDP's
2.2. Stages
3. Execution
3.1. PDP's
3.2. Stages
4. Project Summary (Request PDP)
4.1. Stages Visible
4.1.1. ALL
4.1.1.1. Request Submitted
4.1.1.2. PMO Review
4.1.1.3. ETC
4.2. Field List
4.2.1. Project Requestor
4.2.1.1. Field Type: Text
4.2.1.2. Required: Yes
4.2.1.3. Default: None
4.2.2. (Requestor Email) ?
4.2.2.1. Field Type: text
4.2.2.2. required Yes
4.2.2.3. Default: None
4.2.3. Business Unit
4.2.3.1. Field Type: Lookup
4.2.3.1.1. Business Unit
4.2.3.2. Required: yes
4.2.3.3. Default: None
4.2.3.4. Previous Name: Business
4.2.4. Requesting Department
4.2.4.1. Previous Name: Department
4.2.4.2. Field Type Lookup
4.2.4.2.1. Lookup Table: Department
4.2.4.3. Required: No
4.2.4.4. Default: None
4.2.5. Project Name
4.2.5.1. Field Type: Text
4.2.5.2. Required: yes
4.2.5.3. Default: none
4.2.6. Description
4.2.6.1. Field Type: Text
4.2.6.2. Default: None
4.2.6.3. Required: Yes
4.2.7. Project Priority
4.2.7.1. Previous Name: Priority (H,M,L)
4.2.7.2. Field Type: Lookup
4.2.7.2.1. Lookup: Priroty HML
4.2.7.3. Required: Yes
4.2.7.4. Default: None
4.2.8. Project Sponsor
4.2.8.1. Field Type: Text
4.2.8.2. required Yes
4.2.8.3. (Project Sponsor Email) ?
4.2.8.3.1. Field Type Text
4.2.8.3.2. required: Yes
4.2.8.3.3. Default: None
4.2.8.4. Default: None
4.2.9. Budgeted?
4.2.9.1. Field Type: flag
4.2.9.2. Required: Yes
4.2.9.3. Default:
4.2.10. Budget Proposed Amount
4.2.10.1. Field Type: Numeric/Money
4.2.10.2. Prior Field name: "Budget - Proposed"
4.2.10.3. Required: No
4.2.10.4. Default:
4.2.11. Project Type
4.2.11.1. Field Type: lookup
4.2.11.2. Required: Yes
4.2.11.3. Default: None
4.2.11.4. Previous Name: Proj Type
4.2.12. Target Start
4.2.12.1. Field Type: Date
4.2.12.2. Default: None
4.2.12.3. Required: yes
4.2.13. Target Finish
4.2.13.1. Field Type Date
4.2.13.2. Required: yes
4.2.13.3. Default: None
4.3. Permissions
4.3.1. Edit
4.3.1.1. Requestor
4.3.1.2. Sponsor
4.3.1.3. PMO Director
4.3.2. Read Only
4.3.2.1. Everyone
5. Phases
5.1. List of PDP's Visible for Each Stage
5.2. Initiation
5.2.1. Stages
5.2.1.1. Request Submitted
5.2.1.1.1. PDP's
5.2.1.2. PMO Review
5.2.1.2.1. PDP's
5.2.1.3. Charter Development
5.2.1.3.1. PDP's
5.2.1.4. Shared Services Signoff
5.2.1.4.1. PDP's
5.2.1.5. Finance Review
5.2.1.5.1. PDP's
5.2.1.6. Bus Unit Approval
5.2.1.6.1. PDP's
5.2.1.7. PMO Committee Review
5.2.1.7.1. PDP's
5.2.1.8. Exec Review
5.2.1.8.1. PDP's
5.2.1.9. Finance Capital Assignment
5.2.1.9.1. PDP's
5.3. Closeout
5.3.1. PDP's
5.3.2. Stages
6. Legend
6.1. New node
6.2. Blank
6.3. Red: Indicates Duplicate field from other PDP
6.4. New Field
6.5. Renamed Existing Field
7. Project Schedule
8. Project Manager Information (PM PDP)
8.1. Stages
8.1.1. PMO Review
8.1.2. PM Assignment
8.1.3. Shared Services Review
8.1.4. Charter Development
8.1.5. Shared Services Signoff
8.1.6. FInance Review
8.1.7. Bus Unit / Sponsor Approval
8.1.8. PMO Committee Review
8.1.9. Exec Review
8.1.10. Finance Capital Assignment
8.2. Field List
8.2.1. Project name
8.2.2. Project Description
8.2.3. Project Charter
8.2.3.1. Field type: Hyperlink
8.2.3.2. Default: None
8.2.3.3. Required: No
8.2.4. Project Departments
8.2.5. ROI/NPV
8.2.6. Budget Proposed Amount
8.2.7. Budget Actual
8.2.7.1. Field Type: Numeric / Monetary
8.2.7.2. Required: No
8.2.7.3. Deafult: None
8.2.8. Project Priority
8.2.9. Project Overall Status
8.2.9.1. Field Type: Lookup
8.2.9.1.1. RAG Status
8.2.9.2. Required: Yes
8.2.9.3. Default: None
8.2.9.4. Previous Name: Project Status
8.2.10. Budget Status
8.2.10.1. Field Type: Lookup
8.2.10.1.1. RAG Status
8.2.10.2. required: Yes
8.2.10.3. Default: None
8.2.11. Resource Status
8.2.11.1. Field Type: Lookup
8.2.11.1.1. RAG Status
8.2.11.2. Required: Yes
8.2.11.3. Default: None
8.2.12. Schedule Status
8.2.12.1. Field Type: Lookup
8.2.12.1.1. RAG Status
8.2.12.2. Required: Yes
8.2.12.3. Default: None
8.2.13. Project State
8.2.13.1. Field Type Lookup
8.2.13.1.1. Project State
8.2.13.2. Required: Yes
8.2.13.3. Default: None
8.2.14. Project Stage
8.2.14.1. Field Type: Lookup
8.2.14.1.1. Stage
8.2.14.2. Required: Yes
8.2.14.3. Default: None
8.2.15. Project Phase
8.2.15.1. Field Type: Lookup
8.2.15.1.1. Project Lifecycle Phase
8.2.15.2. Required: Yes
8.2.15.3. Default: None
8.2.16. Project Owner
8.2.17. Target Start
8.2.18. Target Finish
8.2.19. Project Notes
8.2.20. Project Committed Capital
8.2.20.1. Field Type: Currency
8.2.20.2. Required: No
8.2.20.3. Default: None
8.3. Permissions
8.3.1. Edit
8.3.1.1. PMO Director
8.3.1.2. Project Managers
8.3.2. View
8.3.2.1. Requestor
8.3.2.2. Finance
9. Program
9.1. Field Type: Lookup
9.1.1. Lookup Table: Programs
9.1.2. Required: No
9.1.3. Default:
10. Project Management Details (PMO PDP)
10.1. Stages
10.1.1. PMO Review
10.1.2. PM Assignment
10.1.3. Shared Services Review
10.1.4. Charter Development
10.1.5. Shared Services Signoff
10.1.6. FInance Review
10.1.7. Bus Unit / Sponsor Approval
10.1.8. PMO Committee Review
10.1.9. Exec Review
10.1.10. Finance Capital Assignment
10.2. Field List
10.2.1. Project Name
10.2.2. Project Description
10.2.3. Requesting Department
10.2.3.1. Field Type: Lookup
10.2.3.1.1. Department
10.2.3.2. Required: No
10.2.3.3. Default:
10.2.4. Project Priority
10.2.5. Project Owner
10.2.5.1. Field Type: Lookup
10.2.5.2. Default:
10.2.6. Project Manager
10.2.6.1. Required: No
10.2.6.2. Field Type: Lookup
10.2.6.3. Previous Name: PMO Resource
10.2.7. Project Portfolio
10.2.7.1. Field Type: Lookup
10.2.7.1.1. Lookup Table: Portfolio Types
10.2.7.2. Required: Yes
10.2.7.3. Default: EduK
10.2.8. IS P&D
10.2.8.1. Field Type: Boolean
10.2.8.2. Required: Yes
10.2.8.3. Default: Yes
10.2.8.4. Previous Name: Is Planning & Development
10.2.9. Is Apps?
10.2.9.1. Field Type: Boolean
10.2.9.2. Required: Yes
10.2.9.3. Default: Yes
10.2.10. Project Sponsor
10.2.11. Is Ops?
10.2.11.1. Field Type: Boolean
10.2.11.2. Required: Yes
10.2.11.3. Default: Yes
10.2.12. Project Sign-off
10.2.12.1. Field Type: Lookup
10.2.13. Capital Project Type
10.2.13.1. Field Type: Lookup
10.2.14. Capital Project Sub-type
10.2.14.1. Field Type: Lookup
10.2.15. Project Notes
10.2.15.1. Field Type: Text
10.2.15.2. Required: No
10.2.15.3. Default: None
10.2.16. Project Departments
10.2.16.1. Multiple Selection
10.2.16.2. Required: No
10.2.16.3. Default:
10.3. Permissions
10.3.1. Read Only
10.3.1.1. Project Managers
10.3.1.2. ALL
10.3.2. Edit
10.3.2.1. PMO Director
10.3.2.2. Project Owner
11. Finance Information (Finance PDP)
11.1. Stages
11.1.1. PMO Review
11.1.2. PM Assignment
11.1.3. Shared Services Review
11.1.4. Charter Development
11.1.5. Shared Services Signoff
11.1.6. FInance Review
11.1.7. Bus Unit / Sponsor Approval
11.1.8. PMO Committee Review
11.1.9. Exec Review
11.1.10. Finance Capital Assignment
11.2. Field List
11.2.1. Proejct Name
11.2.2. Project Description
11.2.3. Project Charter
11.2.4. Capital Project Type
11.2.5. Capital Project Sub-Type
11.2.6. Project Capital Number
11.2.6.1. Field Type: Text
11.2.6.2. Required: No
11.2.6.3. Default: None
11.2.7. ROI/NPV
11.2.7.1. Field Type: Numeric / Monetary
11.2.7.2. Required: No
11.2.7.3. Default: None
11.2.8. ROI/NPV Desc
11.2.8.1. Field Type: Text
11.2.8.2. Required: No
11.2.8.3. Default: None
11.2.9. Budgeted?
11.2.10. Budget Proposed
11.2.11. Budget Approved
11.2.12. Project Committed Capital
11.2.13. Budget Actual
11.3. Permissions
11.3.1. Edit
11.3.1.1. PMO
11.3.1.2. PM
11.3.1.3. Finance
11.3.2. Read only
11.3.2.1. ALL
12. Approver Information (Approver PDP)
12.1. Stages
12.1.1. Shared Services Review
12.1.2. Charter Development
12.1.3. Shared Services Signoff
12.1.4. FInance Review
12.1.5. Bus Unit / Sponsor Approval
12.1.6. PMO Committee Review
12.1.7. Exec Review
12.1.8. Finance Capital Assignment
12.2. Field List
12.2.1. Project name
12.2.2. Project Description
12.2.3. Project Charter
12.2.4. Project Requestor
12.2.5. Project Notes
12.2.6. Project Sponsor
12.2.7. Project Priority
12.2.8. Budgeted?
12.2.9. Budget Proposed Amount
12.2.10. Budget Approved
12.2.11. Steering Committee Review Date
12.2.11.1. Field Type: Date
12.2.11.2. Required: Yes (PMO Comm Review Phase)
12.2.12. Target Start
12.2.13. Target Finish
12.3. Permissions
12.3.1. Edit
12.3.1.1. PMO
12.3.1.2. Project Approvers
12.3.2. Read only
12.3.2.1. PMs
12.3.2.2. ALL
13. Project Status Information (Status PDP)
13.1. Stages
13.1.1. PMO Review
13.1.2. PM Assignment
13.1.3. Shared Services Review
13.1.4. Charter Development
13.1.5. Shared Services Signoff
13.1.6. FInance Review
13.1.7. Bus Unit / Sponsor Approval
13.1.8. PMO Committee Review
13.1.9. Exec Review
13.1.10. Finance Capital Assignment
13.2. Field List
13.2.1. Project Name
13.2.2. Project Description
13.2.3. Project Charter
13.2.4. Project Status
13.2.4.1. Field Type: lookup
13.2.4.1.1. RAG Status
13.2.5. Project State
13.2.6. Project Stage
13.2.7. Project Phase
13.2.8. Workflow Stage
13.2.9. Workflow Phase
13.2.10. Target Start
13.2.11. Actual Start
13.2.12. Target Finish
13.2.13. Planned Finish
13.2.14. Actual Finish
13.2.15. Proposed Budget
13.2.16. Budget Approved
13.2.17. Budget Actual
13.2.18. Project Committed Capital
13.3. Permissions
13.3.1. Edit
13.3.1.1. PM
13.3.1.2. PMO Director
13.3.1.2.1. New node
13.3.2. Read only
13.3.2.1. Everyone