The FSR Triage review/approval is completed by a management committee. The committee is responsible for reviewing, scoring, and obtaining any necessary executive approval for the FSR. When approved, an Investigation is automatically created by PMWeb.
Please view the FSR Triage section for additional details regarding the Traige Committee.
Investigation Recordds are created upon initial triage commitee approval. Leadership will assign the Investigation PM who then uses the Investigation module to collect documents, reports, and prepare estimates.
Please view the Investigations section for more details.
The investigation PM prepares the initial project Estimate and links to the Investigation. When the estimate required external inputs (e.g. furniture, PO&M, equipment, etc.) the PM initiates Collaboration on the estimate with the necessary parties. When all of the collaborators complete their tasks to provide/update their estimate values, the PM finishes the estimate and changes the status to Approved.
When the PFR process is completed with all necessary approvals, Capital Finance staff launch the project using the Generate button in the Investigation record. When generating the project the following options must be selected/deselected:
When the project is launched, a draft budget is created as a summary of the linked estimate(s). Captial Finance staff will review and verify funds. When funds are verified, they will submit the budget for final workflow which consists of a single approval step by the capital finance manager.
