Project Delivery Plan (PDP)
Background
The Project Delivery Plan (PDP) record provides a checklist of records that must be completed in order to populate a project's PDP, in addition to a workflow for staff to comment on and endorse the plan.
Access: From the module menu, Records --> Project Delivery Plan
Available reports: Project Delivery Plan
PDP Record - Field Guidance
Select your Project from the drop-down list to relate this PDP to the project. A Subject is required as well.
Select YES here to route the PDP to the project's Program Engineer for review and approval through Workflow.
Select YES here to route the PDP to RTD for review and approval through Workflow.
Click Save to save and relate your new PDP record to your project.
As project phases are completed, use the provided checkboxes to mark them complete in your PDP record.
Underlined text here is a direct link to your Manager Page for these records.
Add PDP Development comments as needed.
IF your PDP is already completed outside of PMWeb, select this checkbox and enter comments as needed.
Attach the external PDP using the Attachments tab once the record is saved.
When a PDP Waiver is requested, select this checkbox and complete the Waiver Request fields to submit this request for review and approval through Workflow.
PDP reports are available by clicking this chevron, and then clicking BI Reporting.
PDP Record Tabs
Once you successfully save your Project Delivery Plan record with the Save icon on the record header, you are presented with additional data tabs in the record, including a Workflow tab which allows you to submit the record for approval.
1 - NOTES
Your Notes tab allows you to customize your PDP sections, when using the in-system PDP.
2 - ATTACHMENTS
When submitting an external PDP record, you'll use the Attachments tab to include your external PDP document or link .
3 - WORKFLOW
You'll use the Workflow tab to submit your PDP record for review and approval, based on your selections in the Main PDP tab.
4 - NOTIFICATION
Use the Notification feature to share your full or partial PDP information with other PMWeb users.
PDP Workflow Options
When submitting your PDP to Workflow for review and approval, there are 4 pre-determined workflow paths, based on the selections you've made in your PDP record.
Program Engineer Review Required?
Selecting YES here will route your PDP to the Program Engineer for review and approval.
Option 1 & 2 can be used concurrently.
RTD Review Required?
Selecting Yes here routes your PDP to your project RTD for review and approval.
Option 1 & 2 can be used concurrently.
3. PDP Previously Completed
Click this checkbox when you are managing your PDP outside of the PMWeb ecosystem.
You can attach your external PDP, or a link, using the Attachments tab.
4. Waiver Requested
When this checkbox is selected, your PDP Waiver Request is submitted to the Program Engineer for review through Workflow.
Submitting PDP to Workflow
Once your saved PDP is complete and you are ready to submit it to Workflow for review and approval, you'll navigate to your Workflow tab within the PDP record.
Note, that in the PDP to the left, only Prog Eng Review Req'd? has been selected as YES in my PDP record.
Workflow Tab
Submitting for Approval
Additional CCs: When adding additional CCs, ensure email addresses are separated by a SEMICOLON (;) and no spaces.
Valid CC format:
maggie.rogers@abc.com;selena.gomez@abc.com
Invalid CC format:
maggie.rogers@abc.com; selena.gomez@abc.com
maggie.rogers@abc.com, selena.gomez@abc.com
maggie.rogers@abc.com,selena.gomez@abc.com
Workflow Approval
