1. Project Manager Information (PM PDP)
1.1. Stages
1.1.1. PMO Review
1.1.2. PM Assignment
1.1.3. Shared Services Review
1.1.4. Charter Development
1.1.5. Shared Services Signoff
1.1.6. FInance Review
1.1.7. Bus Unit / Sponsor Approval
1.1.8. PMO Committee Review
1.1.9. Exec Review
1.1.10. Finance Capital Assignment
1.2. Field List
1.2.1. Project name
1.2.2. Project Description
1.2.3. Project Charter
1.2.3.1. Field type: Hyperlink
1.2.3.2. Default: None
1.2.3.3. Required: No
1.2.4. Project Departments
1.2.5. ROI/NPV
1.2.6. Budget Proposed Amount
1.2.7. Budget Actual
1.2.7.1. Field Type: Numeric / Monetary
1.2.7.2. Required: No
1.2.7.3. Deafult: None
1.2.8. Project Priority
1.2.9. Project Overall Status
1.2.9.1. Field Type: Lookup
1.2.9.1.1. RAG Status
1.2.9.2. Required: Yes
1.2.9.3. Default: None
1.2.9.4. Previous Name: Project Status
1.2.10. Budget Status
1.2.10.1. Field Type: Lookup
1.2.10.1.1. RAG Status
1.2.10.2. required: Yes
1.2.10.3. Default: None
1.2.11. Resource Status
1.2.11.1. Field Type: Lookup
1.2.11.1.1. RAG Status
1.2.11.2. Required: Yes
1.2.11.3. Default: None
1.2.12. Schedule Status
1.2.12.1. Field Type: Lookup
1.2.12.1.1. RAG Status
1.2.12.2. Required: Yes
1.2.12.3. Default: None
1.2.13. Project State
1.2.13.1. Field Type Lookup
1.2.13.1.1. Project State
1.2.13.2. Required: Yes
1.2.13.3. Default: None
1.2.14. Project Stage
1.2.14.1. Field Type: Lookup
1.2.14.1.1. Stage
1.2.14.2. Required: Yes
1.2.14.3. Default: None
1.2.15. Project Phase
1.2.15.1. Field Type: Lookup
1.2.15.1.1. Project Lifecycle Phase
1.2.15.2. Required: Yes
1.2.15.3. Default: None
1.2.16. Project Owner
1.2.17. Target Start
1.2.18. Target Finish
1.2.19. Project Notes
1.2.20. Project Committed Capital
1.2.20.1. Field Type: Currency
1.2.20.2. Required: No
1.2.20.3. Default: None
1.3. Permissions
1.3.1. Edit
1.3.1.1. PMO Director
1.3.1.2. Project Managers
1.3.2. View
1.3.2.1. Requestor
1.3.2.2. Finance
2. Stages
2.1. ALL
3. Planning
3.1. PDP's
3.2. Stages
4. Execution
4.1. PDP's
4.2. Stages
5. Program
5.1. Field Type: Lookup
5.1.1. Lookup Table: Programs
5.1.2. Required: No
5.1.3. Default:
6. Project Management Details (PMO PDP)
6.1. Stages
6.1.1. PMO Review
6.1.2. PM Assignment
6.1.3. Shared Services Review
6.1.4. Charter Development
6.1.5. Shared Services Signoff
6.1.6. FInance Review
6.1.7. Bus Unit / Sponsor Approval
6.1.8. PMO Committee Review
6.1.9. Exec Review
6.1.10. Finance Capital Assignment
6.2. Field List
6.2.1. Project Name
6.2.2. Project Description
6.2.3. Requesting Department
6.2.3.1. Field Type: Lookup
6.2.3.1.1. Department
6.2.3.2. Required: No
6.2.3.3. Default:
6.2.4. Project Priority
6.2.5. Project Owner
6.2.5.1. Field Type: Lookup
6.2.5.2. Default:
6.2.6. Project Manager
6.2.6.1. Required: No
6.2.6.2. Field Type: Lookup
6.2.6.3. Previous Name: PMO Resource
6.2.7. Project Portfolio
6.2.7.1. Field Type: Lookup
6.2.7.1.1. Lookup Table: Portfolio Types
6.2.7.2. Required: Yes
6.2.7.3. Default: EduK
6.2.8. IS P&D
6.2.8.1. Field Type: Boolean
6.2.8.2. Required: Yes
6.2.8.3. Default: Yes
6.2.8.4. Previous Name: Is Planning & Development
6.2.9. Is Apps?
6.2.9.1. Field Type: Boolean
6.2.9.2. Required: Yes
6.2.9.3. Default: Yes
6.2.10. Project Sponsor
6.2.11. Is Ops?
6.2.11.1. Field Type: Boolean
6.2.11.2. Required: Yes
6.2.11.3. Default: Yes
6.2.12. Project Sign-off
6.2.12.1. Field Type: Lookup
6.2.13. Capital Project Type
6.2.13.1. Field Type: Lookup
6.2.14. Capital Project Sub-type
6.2.14.1. Field Type: Lookup
6.2.15. Project Notes
6.2.15.1. Field Type: Text
6.2.15.2. Required: No
6.2.15.3. Default: None
6.2.16. Project Departments
6.2.16.1. Multiple Selection
6.2.16.2. Required: No
6.2.16.3. Default:
6.3. Permissions
6.3.1. Read Only
6.3.1.1. Project Managers
6.3.1.2. ALL
6.3.2. Edit
6.3.2.1. PMO Director
6.3.2.2. Project Owner
7. Project Summary (Request PDP)
7.1. Stages Visible
7.1.1. ALL
7.1.1.1. Request Submitted
7.1.1.2. PMO Review
7.1.1.3. ETC
7.2. Field List
7.2.1. Project Requestor
7.2.1.1. Field Type: Text
7.2.1.2. Required: Yes
7.2.1.3. Default: None
7.2.2. (Requestor Email) ?
7.2.2.1. Field Type: text
7.2.2.2. required Yes
7.2.2.3. Default: None
7.2.3. Business Unit
7.2.3.1. Field Type: Lookup
7.2.3.1.1. Business Unit
7.2.3.2. Required: yes
7.2.3.3. Default: None
7.2.3.4. Previous Name: Business
7.2.4. Requesting Department
7.2.4.1. Previous Name: Department
7.2.4.2. Field Type Lookup
7.2.4.2.1. Lookup Table: Department
7.2.4.3. Required: No
7.2.4.4. Default: None
7.2.5. Project Name
7.2.5.1. Field Type: Text
7.2.5.2. Required: yes
7.2.5.3. Default: none
7.2.6. Description
7.2.6.1. Field Type: Text
7.2.6.2. Default: None
7.2.6.3. Required: Yes
7.2.7. Project Priority
7.2.7.1. Previous Name: Priority (H,M,L)
7.2.7.2. Field Type: Lookup
7.2.7.2.1. Lookup: Priroty HML
7.2.7.3. Required: Yes
7.2.7.4. Default: None
7.2.8. Project Sponsor
7.2.8.1. Field Type: Text
7.2.8.2. required Yes
7.2.8.3. (Project Sponsor Email) ?
7.2.8.3.1. Field Type Text
7.2.8.3.2. required: Yes
7.2.8.3.3. Default: None
7.2.8.4. Default: None
7.2.9. Budgeted?
7.2.9.1. Field Type: flag
7.2.9.2. Required: Yes
7.2.9.3. Default:
7.2.10. Budget Proposed Amount
7.2.10.1. Field Type: Numeric/Money
7.2.10.2. Prior Field name: "Budget - Proposed"
7.2.10.3. Required: No
7.2.10.4. Default:
7.2.11. Project Type
7.2.11.1. Field Type: lookup
7.2.11.2. Required: Yes
7.2.11.3. Default: None
7.2.11.4. Previous Name: Proj Type
7.2.12. Target Start
7.2.12.1. Field Type: Date
7.2.12.2. Default: None
7.2.12.3. Required: yes
7.2.13. Target Finish
7.2.13.1. Field Type Date
7.2.13.2. Required: yes
7.2.13.3. Default: None
7.3. Permissions
7.3.1. Edit
7.3.1.1. Requestor
7.3.1.2. Sponsor
7.3.1.3. PMO Director
7.3.2. Read Only
7.3.2.1. Everyone
8. Finance Information (Finance 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. Proejct Name
8.2.2. Project Description
8.2.3. Project Charter
8.2.4. Capital Project Type
8.2.5. Capital Project Sub-Type
8.2.6. Project Capital Number
8.2.6.1. Field Type: Text
8.2.6.2. Required: No
8.2.6.3. Default: None
8.2.7. ROI/NPV
8.2.7.1. Field Type: Numeric / Monetary
8.2.7.2. Required: No
8.2.7.3. Default: None
8.2.8. ROI/NPV Desc
8.2.8.1. Field Type: Text
8.2.8.2. Required: No
8.2.8.3. Default: None
8.2.9. Budgeted?
8.2.10. Budget Proposed
8.2.11. Budget Approved
8.2.12. Project Committed Capital
8.2.13. Budget Actual
8.3. Permissions
8.3.1. Edit
8.3.1.1. PMO
8.3.1.2. PM
8.3.1.3. Finance
8.3.2. Read only
8.3.2.1. ALL
9. Approver Information (Approver PDP)
9.1. Stages
9.1.1. Shared Services Review
9.1.2. Charter Development
9.1.3. Shared Services Signoff
9.1.4. FInance Review
9.1.5. Bus Unit / Sponsor Approval
9.1.6. PMO Committee Review
9.1.7. Exec Review
9.1.8. Finance Capital Assignment
9.2. Field List
9.2.1. Project name
9.2.2. Project Description
9.2.3. Project Charter
9.2.4. Project Requestor
9.2.5. Project Notes
9.2.6. Project Sponsor
9.2.7. Project Priority
9.2.8. Budgeted?
9.2.9. Budget Proposed Amount
9.2.10. Budget Approved
9.2.11. Steering Committee Review Date
9.2.11.1. Field Type: Date
9.2.11.2. Required: Yes (PMO Comm Review Phase)
9.2.12. Target Start
9.2.13. Target Finish
9.3. Permissions
9.3.1. Edit
9.3.1.1. PMO
9.3.1.2. Project Approvers
9.3.2. Read only
9.3.2.1. PMs
9.3.2.2. ALL
10. Project Status Information (Status 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. Project Charter
10.2.4. Project Status
10.2.4.1. Field Type: lookup
10.2.4.1.1. RAG Status
10.2.5. Project State
10.2.6. Project Stage
10.2.7. Project Phase
10.2.8. Workflow Stage
10.2.9. Workflow Phase
10.2.10. Target Start
10.2.11. Actual Start
10.2.12. Target Finish
10.2.13. Planned Finish
10.2.14. Actual Finish
10.2.15. Proposed Budget
10.2.16. Budget Approved
10.2.17. Budget Actual
10.2.18. Project Committed Capital
10.3. Permissions
10.3.1. Edit
10.3.1.1. PM
10.3.1.2. PMO Director
10.3.1.2.1. New node
10.3.2. Read only
10.3.2.1. Everyone
11. Phases
11.1. List of PDP's Visible for Each Stage
11.2. Initiation
11.2.1. Stages
11.2.1.1. Request Submitted
11.2.1.1.1. PDP's
11.2.1.2. PMO Review
11.2.1.2.1. PDP's
11.2.1.3. Charter Development
11.2.1.3.1. PDP's
11.2.1.4. Shared Services Signoff
11.2.1.4.1. PDP's
11.2.1.5. Finance Review
11.2.1.5.1. PDP's
11.2.1.6. Bus Unit Approval
11.2.1.6.1. PDP's
11.2.1.7. PMO Committee Review
11.2.1.7.1. PDP's
11.2.1.8. Exec Review
11.2.1.8.1. PDP's
11.2.1.9. Finance Capital Assignment
11.2.1.9.1. PDP's
11.3. Closeout
11.3.1. PDP's
11.3.2. Stages