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World-Class Facilities 

User Guides - CIDM

How To Use This Site

Capital Investment Decision Model

This module of the World-Class Facilities Toolkit allows users to create a framework for determining which projects are feasible for the coming period. It is not visible to non-registered users. If you have a requirement to use the CIDM Tool, please request access by clicking the "Request Access" button on the main menu.

CIDM Events

CIDM Events are periods of performance for submitting projects for evaluation and scoring, in order to determine if the projects are appropriate and sustainable. These events are usually one-year periods, though there is no reason that may not change in the future.

Only members of the authorized CIDM Planning Team may create and edit CIDM Events. After that, Project Planners will submit their proposals using the Artifacts provided by the Planning Team. These materials will then be scored by the CIDM Scorers.

Who Uses CIDM?

How one uses this tool depends upon the functional role in the cycle. There are three main user types:

  • CIDM Event Planning Team

  • CIDM Project Planner

  • CIDM Scorer

The rest of this guide will speak to each of the user types, separately.

CIDM for Event Planners

CIDM Events

Create the CIDM Event

The easiest way to create the CIDM Event is to use the quick link on the CIDM Landing Page under the Tools menu. To navigate there, click on the Tools menu item, then on the CIDM menu item. Then select "CIDM Landing". This takes you to the page displayed above.

Clicking on the "Create a new CIDM Event"" link will take you to the page for editing a new CIDM Event, where you can fill in the Title and Description for the new CIDM Event. "Phase" is not yet available for editing until after the Event has been created—it will be defaulted to "Setup".

Edit the CIDM Event

Once you save the new CIDM Event, you will be taken to a page where you can update the Event with:

  • Milestones
  • Artifacts
  • Planning Resources
  • Planning Links
  • Projects

CIDM Milestones

Adding a Milestone

Click the "Add Milestone" button to reveal two fields—Name and Date. Fill in these values and click the "Save" button. The values you entered will then be displayed in a list form above the "+ Add Milestone button."

Editing a Milestone

As Milestones are created, they will form a list above the "+ Add Milestone" button shown above. At the end of each item, you will see two buttons, labelled "Edit" and "Delete". Click on the "Edit" button in order to change your values. Then click "Save" to update with your changes.

Deleting a Milestone

While viewing the list of Milestones, you will notice the "Delete" button that appears at the end of each row. Click this button in order to initiate the deletion. You will be presented with a confirmation dialog box, asking you to type the word "delete" (it is NOT case-sensitive) into a text box to confirm your intention to delete the Milestone. After you have typed in the value, click on the button labeled "I understand, and wish to delete".

You will be returned to the Edit page, with a message confirming that the deletion was successful.

Artifacts

Adding an Artifact

In order to associate an Artifact with the CIDM Event, click on the "+ Add Artifact" button, as seen above. This will bring up a list of pre-defined Artifacts in a pick list (See "Artifact Design Tool" below). You can check as many items as you would like from this list. Then click on the "Add Selected Artifacts" button at the bottom of the page.

You will be returned to the Edit page, with a message confirming that the Addition was successful. The selected Artifacts will now appear in a list above the "+ Add Artifact" button.

Editing an Artifact

As Artifacts are added to your CIDM Event, they will form a list above the "+ Add Artifact" button shown above. At the end of each item, you will see two buttons, labeled "Edit" and "Delete". Click on the "Edit" button in order to modify the Artifact. You will be taken to the "Artifact Design Tool", where you can make changes to the Artifact. When you have saved your changes to the Artifact, press the "Return" button to return to the View CIDM Event page. You can continue modifying your CIDM Event by clicking on the "Edit" button at the top-right of the page.

Removing an Artifact

While viewing the list of Artifacts, you will notice the "Delete" button that appears at the end of each row. Click this button in order to initiate the deletion. You will be presented with a confirmation dialog box, asking you to type the word "remove" (it is NOT case-sensitive) into a text box to confirm your intention to delete the Artifact. After you have typed in the value, click on the button labeled "I understand, and wish to remove".

NOTE: This process will NOT delete the artifact from the system. It will only sever the relationship between the Artifact and your CIDM Event.

You will be returned to the Edit page, with a message confirming that the removal of the Artifact from the CIDM Event was successful.

Planning Resources

Adding a Planning Resource

In order to associate a Planning Resource with the CIDM Event, click on the "+ Add Planning Resource" button, as seen above. This will bring up a dialog box where you can enter a Title and Description for your resource, and upload a document containing the information you wish to share.

NOTE: You can only associate ONE resource file at a time.

When you have selected your Planning Resource file, click on the "Submit" button to attach the document to your CIDM Event.

You will be returned to the Edit page, with a message confirming that the upload was successful. The selected Planning Resources will now appear in a list above the "+ Add Planning Resource" button.

Editing a Planning Resource

As Planning Resources are added to your CIDM Event, they will form a list above the "+ Add Planning Resource" button shown above. At the end of each item, you will see two buttons, labeled "Edit" and "Delete". Click on the "Edit" button in order to modify the Planning Resource. You can edit the Title and Description fields, or associate a completely new file with the resource. When you have saved your changes to the Planning Resource, press the "Submit" button to return to the Edit CIDM Event page.

Removing a Planning Resource

While viewing the list of Planning Resource, you will notice the "Delete" button that appears at the end of each row. Click this button in order to initiate the deletion. You will be presented with a confirmation dialog box, asking you to type the word "delete" (it is NOT case-sensitive) into a text box to confirm your intention to delete the Milestone. After you have typed in the value, click on the button labeled "I understand, and wish to delete".

You will be returned to the Edit page, with a message confirming that the deletion was successful.

Planning Links

Planning Links work just like Planning Resources, except that you enter a web site URL, or a link to a Toolkit repository resource, instead of uploading a document file.

Projects

Adding Projects

To add a project to the CIDM Event, just click on the "Add a Project" button to the right of the screen. This will present you with a pick list of all the projects in the Toolkit Project Tool. Select all that are appropriate by clicking on the checkbox to the left of each row. Then click on the button that says "Add n CIDM Projects". You will be shown the following confirmation dialog box:

If you wish to proceed, click on the "Accept" button. The projects will be created in CIDM, and you will be returned to the CIDM Event Edit page.

IMPORTANT: Assigning a project to the CIDM Event cannot be reversed! There is no "Delete" or "Remove" function to break the association.

Artifact Designer

Artifacts are instructions and templates guiding planners on how to submit their project proposals for consideration in the coming CIDM Event.

CIDM Archives

At the close of each CIDM Event, mark the Event as "Complete". This will prevent further modifications to the Event, and move it to the "Archive". The Event will show up on listings of CIDM Archives, but will only allow review of projects and resources for historical purposes.

CIDM for Project Planners

As a project Planner you will need to develop materials for each facility planning project that has been selected for the CIDM process. In order to develop these materials you will need to use the CIDM tool to obtain planning resources and submit your final materials for scoring. Below is a step by step process of how you should use both the Project Tool and the CIDM tool develop and submit your materials.

Access

Get access to your CIDM projects. The CIDM planning team will set up the CIDM event with all of the projects. If you have any projects up for the current round of CIDM then you will need to be given access to the CIDM event for your project.

Obtain Artifacts

Once you have obtained access you will need to obtain all of the artifact templates and planning resources for this round of CIDM:

  • Log into the WCF Toolkit and navigate to the CIDM tool.

  • Follow the menu entries,
      Tools | CIDM | CIDM Events

  • Click on the CIDM Event for your project. Scroll down and click the button labeled "Download All Artifact Templates" and then click the button labeled "Download All Planning Resources".

  • Any special instructions for the Artifact Templates and Planning resources can be found inside the CIDM Event screens.

Develop Resources Offline

Once you have all of the Artifact Templates and Planning resources, you can then develop your materials offline.

You should store your working materials in the Project Tool by logging into the Project Tool and finding the Project for your Facility Project, and create a folder for the current round of CIDM if one does not exist:

  • Log into the WCF Toolkit and navigate to the Project Tool,
      Tools | Project Tool | View Projects

  • Find your project in the project list and click on it.

  • Find the Folder that was created for working CIDM documents for the current round of CIDM. Note that if you are a Project Team Manager you can create the folder if it doesn’t exist. It is preferred that you use the naming convention "CIDM X.X" for the folder name

  • Upload your working materials as resources into the designated folder.

Submit/Upload Your Resources

Once your feel that your artifact materials are ready to be submitted for scoring you will need to navigate to the CIDM tool and import the finished materials you developed within the Project Tool.

  • Log into the WCF Toolkit and navigate to the CIDM tool,
    Tools | CIDM | CIDM Events

  • Click on the CIDM Event for your project. Scroll to the bottom of the screen and find your project in the project list and click on it.

  • Find the artifact that you would like to upload the material for by scrolling down.

  • Click "Import Material from Project Tool"

  • Find your material in the resource list and select the radio button for it.

  • Click "import" to complete the process.

Indicate Completion When Ready

Once all materials have been uploaded for an artifact you will need to click the button labeled "Mark as complete" in order to signify to the CIDM administrators that the artifact is ready for scoring.

CIDM for Project Scorers

Go to the main CIDM Landing page and select the current CIDM Event from the list of Events under the "CIDM Events" panel. This will take you to a page displaying all Milestones, Artifacts, Planning Resources, and Projects for the Event.

In order to download the submitted information for review and scoring, click on the button labeled "Download All Event Resources".