System Process Outline

When completing data within the SPM Projects application, it is necessary to follow a structured data entry process.

Administrative Tasks

1. Dataset Management at the beginning of each planning round
   • Application Settings define which Projects should be contained within Master dataset
2. Ongoing creation of User Access Rights
3. Creation of Administration Reference Data
   • Statement References for use in Considerations and Strategies

     Definition of consideration impact values in Application Settings

   • Funding References
   • Project Status Options
   • Sub-activity, Programme and Project Attributes
   • Creation of Localities
   • Creation of Catchments and Catchment Scenarios
4. Creation of Inflation Rates
5. Configuration of Settings

Project Tasks

1. Creation of Activity and Sub-activity Data
   • Funding (mandatory)
   • Considerations (optional)
   • Strategies (optional)
   • Attributes (optional)
2. Creation of Programme Data
   • Budget (optional)
   • Considerations (optional)
   • Strategies (optional)
   • Attributes (optional)
3. Creation of Projects Data
   • Costs (mandatory)
   • Considerations (optional)
   • Strategies (optional)
   • Attributes (optional)
4. Activity Scenario Creation
   • Allocation of Programmes to User Defined Activity Scenarios
5. Cost Allocation Development
   • Settings
   • Level of Service Drivers
   • Project Capacities
   • Asset Renewal Costs
   • New Work Component Costs
   • Growth Component Costs
6. Growth Model Import
   • Growth Model and Catchment Scenario creation
   • Catchment Creation and Localities Linking
   • Import Growth Model
   • HUE Equivalence Conversions
7. Run DC Funding Calculations
   • Modify Catchment inputs or Growth Model selection
8. View Report Outputs

   The default scenario is created automatically when the first programme in a Sub-activity is created. The default scenario name can be changed but the scenario should not be deleted.