Project Step Change Details

EarlyConversations:

Notify: Project Team Members

approvers:
  Administrator,
  ProjectManager,
  RegionalDirector,
  FieldOperationsDirector,

transitions:

    to: PendingConceptApproval,
    type: Approve,
    label: 'Submit for Concept Approval',


    to: DidNotDevelop,
    type: Reject,
    label: 'End Development',

PendingConceptApproval:

Notify: Project Team Members

approvers:
  Administrator,
  RegionalDirector,
  FieldOperationsDirector,

transitions:

    to: PrepForConsultantEndorsement,
    type: Approve,
    label: 'Approve Concept',


    to: EarlyConversations,
    type: Reject,
    label: 'Send Back for Corrections',


    to: Rejected,
    type: Reject,
    label: 'Reject',

PrepForConsultantEndorsement:

Notify: Project Team Members

approvers:
  Administrator,
  ProjectManager,
  RegionalDirector,
  FieldOperationsDirector,

transitions:

    to: PendingConsultantEndorsement,
    type: Approve,
    label: 'Submit for Consultant Endorsement',


    to: PendingConceptApproval,
    type: Neutral,
    label: 'Resubmit for Concept Approval',


    to: DidNotDevelop,
    type: Reject,
    label: 'End Development',

PendingConsultantEndorsement:

Notify: Project Team Members

approvers:
  Administrator,
  Consultant,
  ConsultantManager,
  RegionalDirector,
  FieldOperationsDirector,

transitions:

    to: PrepForFinancialEndorsement,
    type: Approve,
    label: 'Endorse Plan',


    to: PrepForFinancialEndorsement,
    type: Neutral,
    label: 'Do Not Endorse Plan',

PrepForFinancialEndorsement:

Notify: Project Team Members

approvers:
  Administrator,
  ProjectManager,
  RegionalDirector,
  FieldOperationsDirector,

transitions:

    to: PendingFinancialEndorsement,
    type: Approve,
    label: 'Submit for Financial Endorsement',


    to: PendingConsultantEndorsement,
    type: Neutral,
    label: 'Resubmit for Consultant Endorsement',


    to: PendingConceptApproval,
    type: Neutral,
    label: 'Resubmit for Concept Approval',


    to: DidNotDevelop,
    type: Reject,
    label: 'End Development',

PendingFinancialEndorsement:

Notify: Project Team Members

approvers:
  Administrator,
  Controller,
  FinancialAnalyst,

transitions:

    to: FinalizingProposal,
    type: Approve,
    label: 'Endorse Project Plan',


    to: FinalizingProposal,
    type: Neutral,
    label: 'Do Not Endorse Project Plan',

FinalizingProposal:

Notify: Project Team Members

approvers:
  Administrator,
  ProjectManager,
  RegionalDirector,
  FieldOperationsDirector,

transitions:

    to: PendingRegionalDirectorApproval,
    type: Approve,
    label: 'Submit for Approval',


    to: PendingFinancialEndorsement,
    type: Neutral,
    label: 'Resubmit for Financial Endorsement',


    to: PendingConsultantEndorsement,
    type: Neutral,
    label: 'Resubmit for Consultant Endorsement',


    to: PendingConceptApproval,
    type: Neutral,
    label: 'Resubmit for Concept Approval',


    to: DidNotDevelop,
    type: Reject,
    label: 'End Development',

PendingRegionalDirectorApproval:

Notify: Project Team Members

approvers:
  Administrator,
  RegionalDirector,
  FieldOperationsDirector,

transitions:

    to: PendingFinanceConfirmation,
    type: Approve,
    label: 'Approve Project',


    to: PendingZoneDirectorApproval,
    type: Approve,
    label: 'Approve for Zonal Director Review',


    to: FinalizingProposal,
    type: Reject,
    label: 'Send Back for Corrections',


    to: Rejected,
    type: Reject,
    label: 'Reject',

PendingZoneDirectorApproval:

Notify: Project Team Members

approvers: Administrator, FieldOperationsDirector
transitions:

    to: PendingFinanceConfirmation,
    type: Approve,
    label: 'Approve Project',


    to: FinalizingProposal,
    type: Reject,
    label: 'Send Back for Corrections',


    to: Rejected,
    type: Reject,
    label: 'Reject',

PendingFinanceConfirmation:

Notify: Project Team Members Roles: Controller

approvers: Administrator, Controller
transitions:

    to: Active,
    type: Approve,
    label: 'Confirm Project 🎉',
    notifiers: async () =>
      Roles: Controller
      '[email protected]',
      '[email protected]',



    to: OnHoldFinanceConfirmation,
    type: Neutral,
    label: 'Hold Project for Confirmation',


    to: FinalizingProposal,
    type: Reject,
    label: 'Send Back for Corrections',


    to: Rejected,
    type: Reject,
    label: 'Reject',

OnHoldFinanceConfirmation:

Notify: Project Team Members Roles: Controller

approvers: Administrator, Controller
transitions:

    to: Active,
    type: Approve,
    label: 'Confirm Project 🎉',
    notifiers: async () =>
      Roles: Controller
      '[email protected]',
      '[email protected]',



    to: FinalizingProposal,
    type: Reject,
    label: 'Send Back for Corrections',


    to: Rejected,
    type: Reject,
    label: 'Reject',

Active:

Notify: Project Team Members Roles: Controller '[email protected]', '[email protected]',

approvers:
  Administrator,
  ProjectManager,
  RegionalDirector,
  FieldOperationsDirector,

transitions:

    to: DiscussingChangeToPlan,
    type: Neutral,
    label: 'Discuss Change to Plan',


    to: DiscussingTermination,
    type: Neutral,
    label: 'Discuss Termination',


    to: FinalizingCompletion,
    type: Approve,
    label: 'Finalize Completion',

ActiveChangedPlan:

Notify: Project Team Members Roles: Controller '[email protected]', '[email protected]',

approvers:
  Administrator,
  ProjectManager,
  RegionalDirector,
  FieldOperationsDirector,

transitions:

    to: DiscussingChangeToPlan,
    type: Neutral,
    label: 'Discuss Change to Plan',


    to: DiscussingTermination,
    type: Neutral,
    label: 'Discuss Termination',


    to: FinalizingCompletion,
    type: Approve,
    label: 'Finalize Completion',

DiscussingChangeToPlan:

Notify: Project Team Members '[email protected]', '[email protected]',

approvers:
  Administrator,
  ProjectManager,
  RegionalDirector,
  FieldOperationsDirector,

transitions:

    to: PendingChangeToPlanApproval,
    type: Approve,
    label: 'Submit for Approval',


    to: DiscussingSuspension,
    type: Neutral,
    label: 'Discuss Suspension',



      Active,
      ActiveChangedPlan,

    type: Neutral,
    label: 'Will Not Change Plan',

PendingChangeToPlanApproval:

Notify: Project Team Members '[email protected]', '[email protected]',

approvers:
  Administrator,
  RegionalDirector,
  FieldOperationsDirector,

transitions:

    to: DiscussingChangeToPlan,
    type: Reject,
    label: 'Send Back for Corrections',


    to: PendingChangeToPlanConfirmation,
    type: Approve,
    label: 'Approve Change to Plan',



      Active,
      ActiveChangedPlan,

    type: Reject,
    label: 'Reject Change to Plan',

PendingChangeToPlanConfirmation:

Notify: Project Team Members Roles: Controller '[email protected]', '[email protected]',

approvers: Controller
transitions:

    to: DiscussingChangeToPlan,
    type: Reject,
    label: 'Send Back for Corrections',


    to: ActiveChangedPlan,
    type: Approve,
    label: 'Approve Change to Plan',



      Active,
      ActiveChangedPlan,

    type: Reject,
    label: 'Reject Change to Plan',

DiscussingSuspension:

Notify: Project Team Members '[email protected]',

approvers:
  Administrator,
  ProjectManager,
  RegionalDirector,
  FieldOperationsDirector,

transitions:

    to: PendingSuspensionApproval,
    type: Neutral,
    label: 'Submit for Approval',



      Active,
      ActiveChangedPlan,

    type: Neutral,
    label: 'Will Not Suspend',

PendingSuspensionApproval:

Notify: Project Team Members '[email protected]',

approvers:
  Administrator,
  RegionalDirector,
  FieldOperationsDirector,

transitions:

    to: DiscussingSuspension,
    type: Reject,
    label: 'Send Back for Corrections',


    to: Suspended,
    type: Approve,
    label: 'Approve Suspension',



      Active,
      ActiveChangedPlan,

    type: Reject,
    label: 'Reject Suspension',

Suspended:

Notify: Project Team Members '[email protected]',

approvers:
  Administrator,
  ProjectManager,
  RegionalDirector,
  FieldOperationsDirector,

transitions:

    to: DiscussingReactivation,
    type: Neutral,
    label: 'Discuss Reactivation',


    to: DiscussingTermination,
    type: Neutral,
    label: 'Discuss Termination',

DiscussingReactivation:

Notify: Project Team Members '[email protected]',

approvers:
  Administrator,
  ProjectManager,
  RegionalDirector,
  FieldOperationsDirector,

transitions:

    to: PendingReactivationApproval,
    type: Approve,
    label: 'Submit for Approval',


    to: DiscussingTermination,
    type: Neutral,
    label: 'Discuss Termination',

PendingReactivationApproval:

Notify: Project Team Members '[email protected]',

approvers:
  Administrator,
  RegionalDirector,
  FieldOperationsDirector,

transitions:

    to: ActiveChangedPlan,
    type: Approve,
    label: 'Approve Reactivation',


    to: DiscussingReactivation,
    type: Reject,
    label: 'Send Back for Corrections',


    to: DiscussingTermination,
    type: Neutral,
    label: 'Discuss Termination',

DiscussingTermination:

Notify: Project Team Members '[email protected]',

approvers:
  Administrator,
  ProjectManager,
  RegionalDirector,
  FieldOperationsDirector,

transitions:

    to: PendingTerminationApproval,
    type: Approve,
    label: 'Submit for Approval',



      DiscussingReactivation,
      Suspended,
      Active,
      ActiveChangedPlan,

    type: Neutral,
    label: 'Will Not Terminate',

PendingTerminationApproval:

Notify: Project Team Members '[email protected]',

approvers:
  Administrator,
  RegionalDirector,
  FieldOperationsDirector,

transitions:

    to: Terminated,
    type: Approve,
    label: 'Approve Termination',


    to: DiscussingTermination,
    type: Reject,
    label: 'Send Back for Corrections',



      DiscussingReactivation,
      Suspended,
      Active,
      ActiveChangedPlan,

    type: Neutral,
    label: 'Will Not Terminate',

FinalizingCompletion:

Notify: Project Team Members '[email protected]',

approvers:
  Administrator,
  ProjectManager,
  RegionalDirector,
  FieldOperationsDirector,
  FinancialAnalyst,

transitions:


      Active,
      ActiveChangedPlan,

    type: Neutral,
    label: 'Still Working',


    to: Completed,
    type: Approve,
    label: 'Complete 🎉',
    disabled,
    disabledReason: disabled
      ? 'The project cannot be completed since some engagements have a non-terminal status'
      : undefined,

Terminated:

Notify: Project Team Members '[email protected]',

approvers: Administrator
transitions:

Completed:

Notify: Project Team Members '[email protected]',

approvers: Administrator
transitions: