Page Comparison

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1. Submit Project Proposal (PM or stakeholder)
   1. Project Manager or stakeholder submits a project proposal via the ServiceNow project intake form
   2. Submission triggers notification to the PMO (with approve/return/disapprove task?)
      1. Should set the Project's Phase to "Initiating" and State to "PMO Review"
2. Confirm Completeness (PMO)
   1. PMO member reviews project proposal for completeness
      1. Returns to submitter if revisions are needed 
      2. Disapproves if submitter agrees to cancel it
      3. Approves/advances to PRT when proposal is complete
         1. Approve triggers notification to the PRT (with approve/return/disapprove task?)
         2. Should keep the Project's Phase at "Initiating" and State to "PRT Review"
3. Review/Approve Project Initiation (PRT)
   1. Project Review Team conduct initial discussion on the project at their next meeting
      1. Decide and enact:
         1. Return the proposal to the submitter for more info
         2. Disapprove (cancel) the project (should be in collaboration with the submitter)
         3. Contact the PM and ask them to organize a Project Initiation Review/Approval meeting
   2. PM schedule and conduct Project Initiation Review/Approval meeting
      1. If the PRT agrees the project needs ARB Review/Approval
         1. PM should change the Project's State to "ARB Review" and keep the Phase at "Initiating"
            1. This should generate an approval task (for the ARB members or for the Director over the PM, or the PRT?)
         2. PM should then schedule and conduct an ARB Project Initiation Review/Approval meeting
      2. If the Director over the PM agrees to proceed with the project, the Director should Approve the Project Initiation task
         1. Should change the Project's Phase to "Planning" and the State to "Open"
4. Optional - Architecture Review/Approval (ARB)
   1. If the ARB was requested to review/approve and at their meeting they agree to approve the project ...
      1. ARB/PRT/PM (or whoever was assigned the approval task) should approve the task
         1. Should change the Project's Phase to "Planning" and the State to "Open"
5. Conduct Project Planning
   1. When planning begins, PM should change the project's State to "Work in Progress" leaving the Phase at "Initiating"
      
      1. No workflow actions need to be triggered by this
   2. When planning is complete, PM should change the Project's State to "Closed Complete" leaving the Phase at "Initiating"
      1. Should trigger a workflow task to the PRT to approve Project Implementation
6. Review/Approve Project Implementation (PRT)
   1. ...
7. Review/Approve Project Go-Live (PRT)
   1. ...
8. Close Project (PM)
   1. ...

OIT Projects for exercising the workflow (February 2015)

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