Projects/Activities: Managing Projects for OMB Reporting – Northramp

This process encompasses managing projects for OMB reporting.

Please refer to the associated user guide for how to create new Projects.

1. When a new project is created for either a Major or Standard Investment, the CPIC team will be notified via email with a link to the project for review.

To edit a project, either select the link sent via email to open the project page directly, or navigate to the Projects/Activities List screen by selecting the Projects/Activities option from the Workload Management (formerly Project Management) menu on the left.

2. Select the Project/Activity to be edited from the list screen provided.

3. When the desired Project/Activity screen opens, select the 'Edit Project/Activity' button option from the top menu.

Expand each section to make updates as needed.

4. CPIC Users Only: Editing Fields for CPIC Reporting

For Projects aligned with Major or Standard Investments, an additional 'CPIC Reporting Required' toggle field will display in the Portfolio section of the project.
Only projects assigned to these Investment Types will display this field.
This field is only editable by logged in users with Edit CPIC permissions.
If this toggle is set to 'Yes', the additional fields for CPIC Reporting will be displayed for edit.

If the Project is ready to be submitted to OMB, select 'Submit to ITDB' for the ITDB Status field.
- if the project is not ready to be submitted, (ex. it has been created for Annual Submissions over the summer, but won't be submitted until September) select 'Exclude from ITDB' for the ITDB Status field until it is ready for submissions.

4. Fill out all required fields for CPIC Reporting.

Select the ‘Save’ button at the top of the screen when done.

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