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Transitioning to PDS2: Streamlined Capital Request and Program Change Management

The PDS2 project presents a comprehensive system for managing capital requests and program changes efficiently. This system replaces the outdated PDS and integrates with the CBN to enhance the request process. Key roles include the Requestor, Business Manager, AHD, and CBO, ensuring thorough review and funding assignment, particularly for requests over $150K. As we transition from PDS1 to PDS2, expect improvements in web access, email interface, and timely information delivery. Key milestones include the launch of the program change tool and online access by late November.

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Transitioning to PDS2: Streamlined Capital Request and Program Change Management

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  1. PROJECT DELIVERY SYSTEM 2 • Web access • More information • More timely • Email Interface • User Profile

  2. PDS2 Terms • PDS2 - Replaces PDS • CBN (Capital Budget Number) - replaces FPDR, ACN and EQID • Capital Request - the pages that define a new CBN • Program Change - replaces CPPC

  3. PDS2 ROLES • Requestor - Person requesting a capital item • Business Manager - Person responsible for the department, establish funding • AHD - Approving all requests over $150K, access to technical review, incremental operating • Technical Review - ITSAC, Designers, Architects • CBO (Capital Budget Office)- final review and system management

  4. PDS2 Request Process • Requestor writes • Business Manager analyzes & assigns funding • if > $150k AHD reviews and funds • if IT or construction Technical Review • CBO confirms

  5. PDS2 Program Change • Business Manager creates a Program Change to move funding from one CBN to another (both must already exist) • CBO confirms

  6. Web Address https:\\pdsprod.med.umich.edu

  7. PDS2 Schedule • Now: Capital request w/out approver screens (email) • October: Dept Mgr, AHD and Technical Review screens • Mid November: Database conversion PDS1 to PDS2 • Late November: Online program change • December: Space and Asset information, project management

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