This spreadsheet has two worksheets.

It shows the roles in PgMP and their tasks associated with each object type.
The top left corner cell (A1) will contain some identifying information.
You are currently in the Information Worksheet.
Column A contains information on relevant data and other points of interest you may wish to navigate to.
Please start in Column A, and move in a downward direction.
Items that Can be Created by IBM are denoted by an *
Items that Can be Created by the Client are denoted by **
Items that Can be Created by the IBM or the Client are denoted by ***
End of Worksheet
h object type.
 Associated
Abbrv PgMP Object Type Roles Tasks
REQ Request for Service IBM RFS Manager* • Acknowledges receipt of request to client or
submits the request on behalf of the client
• Processes request
• Requests Client approval of requirements or
rework if required
• Marks proposal as complete or reworks if
required
• Accepts client approval
• For rejected proposals, requests solution design /
proposal rework
• Marks the implementation as complete and
requests evaluation

IBM PE* • Request client confirmation of proposal

• Request solution design rework
• Request proposal rework
Requirements Team • Records Client Approval of Requirements •
Lead * Handles Requirements rejection steps
IBM Solution Design • Requests client approval of solution design
Team Lead* • Requests rework of requirements if required
• Requests client to withdraw the request if
required
• Mark solution packaging as complete
IBM Business Office* • Request client approval of implementation
• Approve termination of implementation if required
• Return implementation for rework
• Confirm one-time and recurring invoicing

IBM Projects Control • Mark implementation as complete

Manager* • Mark implementation as terminated if required
Client Requestor** • Submit initial request in PgMP •
Confirm agreement with the predefined solutions
and prices / Reject Proposal •
Approve / Reject Requirements
• Approve / Reject Solution Design
• Approve /
Reject Proposal
• Approve implementation and send to client focal
point for further approval / Reject Implementation
• Send / Decline an Evaluation

Client Approver** • Reviews Requirements

• Approves / rejects request
• Sends to initiator for rework if required

Budget Approver** • Confirm agreement with the predefined solutions

and price / Reject Proposal

Client Focal Point** • Submits to IBM

• Sends to initiator for rework if required
• Approves / rejects requirements
• Approves / rejects solution design
• Confirms receipt of proposal
• Approves / rejects proposal
• Approves / rejects implementation
• Completes / declines evaluation

ACT Action Any IBM User* • Create an Action

• Mark a Action in progress
• Complete an Action

Any User*** • Mark a Action in progress

• Complete an Action
CAT Catalog-Only Request IBM RFS Manager • Acknowledges receipt of request to client or
submits the request on behalf of the client
• Qualifies request
• Calculates prices and optionally sends for
approval
• Accepts client approval
• Marks the implementation as complete and
requests evaluation
• Reviews response from Client evaluation

IBM PE • PE records the client evaluation answers relating

to the proposal
• Solicits and records client's answers to the final
evaluation questions. Done in special cases by
PE.

IBM Project Control • Implementation of proposal

Manager • Manually request the client to approve the
implementation, then record the response

IBM Business Office • Ensure billing has started now or earlier,

depending on T's & C's
Catalog-only Client • Submits initial request in the PgMP Tool
Requestor**
Catalog-only Client • Submits to IBM
Focal Point** • Reviews price proposal. Depending on contract,
electronic acceptance may constitute signature.
• Review and approve implementation complete
• Answers online customer satisfaction survey

Catalog-only Client • Approves / rejects request before submission to

Approver** IBM
• Approves / rejects proposals for RFS, CRC and
PCR
Catalog-only Budget • Approves / rejects proposals for RFS, CRC and
Approver** PCR
CRC Catalog Request Change Catalog-only Client • Submit initial request in PgMP •
Requestor** Confirm agreement with the predefined solutions
and prices / Reject Proposal •
Approve / Reject Requirements
• Approve / Reject Solution Design
• Approve /
Reject Proposal
• Approve implementation and send to client focal
point for further approval / Reject Implementation
• Send / Decline an Evaluation

Catalog-only Client • Reviews Requirements

Approver** • Approves / rejects request
• Sends to initiator for rework if required

Catalog-only Budget • Confirm agreement with the predefined solutions

Approver** and price / Reject Proposal

Catalog-only Client • Submits to IBM

Focal Point** • Sends to initiator for rework if required
• Approves / rejects requirements
• Approves / rejects solution design
• Confirms receipt of proposal
• Approves / rejects proposal
• Approves / rejects implementation
• Completes / declines evaluation
 Comment Any User who can • Creates record
see the Parent
Record***
CCG Contract Change IBM Contract Change • Create Contract Change Request
Manager* • Qualify Contract Change Request
• Reject Contract Change
• Provide IBM approval
• Record Client approval - IBM Initiated
• Execute Contract Change

IBM Legal Contract • Draft Contract Change

Support*
IBM PE* • Approve release to the Client
IBM Business Office* • Close Contract Change

Client Contract Chg • Create Contract Change Request

Mgr** • Provide Client approval

CDL Contract Deliverable IBM Deliverables • Review/Approve/Reject Contract Deliverable

Manager* Definition
• Assign Deliverable Owner
• Approve Completed Contract Deliverables
• Confirm Client acceptance of Contract
Deliverable
• Accept Contract Deliverables List

IBM Business Office* • Register a Contract Deliverable

Any IBM User* • Provide Contract Deliverable Definition

Any IBM Owner* • Create Contract Deliverable

Client Deliverables • Approve Contract Deliverable Definition

Manager** • Approve Contract Deliverable

ISU Issue IBM Issues Manager* • Qualify Issues

Any IBM User* • Close Issue

Client Issues • Approve closure of Issue
Manager**
Any IBM R/W Role* • Register Issue
Any User*** • Resolve Issue
PCR Project Change Request Client Requestor** • Initiate PCR •
Approve / Reject Requirements
• Approve / Reject Solution Design •
Approve / Reject Proposal •
Approve / Reject Implementation
Client Approver** • Approve / Reject PCR
Budget Approver** • Approve / Reject PCR

Client Focal Point** • Approve PCR and release to IBM / Reject PCR

IBM RFS Manager* • Initiate PCR

• Qualify PCR
• Define requirements
• Develop Proposal
• Mark proposal approved by the client and IBM,
and complete

Requirements Team • Records Client Approval of Requirements •

Lead * Handles Requirements rejection steps
IBM Solution Design • Perform Solution design and approval
Team Lead* • Perform Solution Packaging
 IBM PE* • Approve proposal release to the Client
RSK Risk Any Client R/W • Register Risk
Role**
IBM Risk Manager* • Qualify Risk
• Close Risk

Any IBM User* • Manage Risk

Any IBM User R/W • Register Risk
Role*