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Driver | UT Momentus Admin | ||||||||||||||||
Approver | UT Momentus Admin, Org Admins (CCC, CNS, CSE, LBJ, MSI, MSB, UHD, SSW) | ||||||||||||||||
Contributors | Org Admins (CCC, CNS, CSE, LBJ, MSI, MSB, UHD, SSW) | ||||||||||||||||
Objective | Implement a consistent, scalable Booking Role framework to replace the previous Account Type and Booking Restriction model. The new approach centers on role assignment driven by SSO (UT) attributes to ensure accurate OSB access and space visibility across all participating organizations. | ||||||||||||||||
Due date | 8/1/26 | ||||||||||||||||
Key outcomes | Transition from Account Type to Booking Role framework, maintaining automated role assignment and access control through SSO and expanding automation where possible. Maintain contact updates upon login. Improve user login and OSB experience by leveraging Account Portal. Repurpose Booking Restrictions to set time, date, mix/max, restrictions on spaces. | ||||||||||||||||
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Timeline
Org Admins complete their review and updates to the Access Chart and provide feedback on the proposed project scope for their organization (due January 30).
The Momentus Project Team will update the scope based on Org Admin feedback and provide an estimated project cost.
This estimate will be based on all information submitted by January 30.
Any subsequent scope changes that result in additional costs will be billed to the requesting CSU.
The Momentus Project Team (consultant and technical team) will be formally assigned to the project—typically six weeks after the scope and estimated cost are approved.
Target completion date for the Booking Roles Project:
All configuration and testing are targeted to be completed by August 1, 2026.
\uD83D\uDEA9 Milestones and deadlines
Milestone | Owner | Deadline | Status | ||||||
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Discovery Calls with Momentus Consultant | UT Momentus Admin, Momentus Consultant | 7/15/25 |
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Momentus Consultant Project Scope Recommendation (recieved 12/15/25) | Momentus Consultant | 8/31/25 |
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Discovery Document Review and Access Chart Updates | Org Admins | 1/30/26 |
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Booking Role Framework | UT Momentus Admin, | 2/13/26 |
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Scope Changes and Feedback Submitted to Momentus | UT Momentus Admin | 2/20/26 |
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Final Scope Provided to UT Austin | Momentus Consultant |
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Approve Project Scope and Cost | UT Momentus Admin, Org Admins |
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Booking Role Framework Configuration | UT Momentus Admin |
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Momentus Consultant and Technical Consultant Assigned | Momentus Consultant, Momentus Technical Services |
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Booking Role Framework Reviewed | Momentus Consultant |
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Booking Role API Logic Built | Momentus Technical Services | ||||||||
TEST: Booking Role Configuration and SSO API | Org Admins, UT Momentus Admin, Momentus Consultant, Momentus Technical Services |
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Transition to Booking Roles (prod) | 8/1/26 |
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🗃️ Important Links and Resources
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Cockrell School of Engineering
📧 Project Emails
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2/2/26
Subject: Booking Roles Project Update #3.5 - Access Chart Reminder
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If you have updates or requests, I recommend capturing them directly in the spreadsheet, so all information remains in one place.
2/2/26
Subject: Booking Roles Project Update #3 - CSU Next Steps: Space Classes, Booking Roles, & OSB Assignments
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As with the implementation, all project-related files will be stored in the Booking RolesSharePoint folder for the duration of the project. We will continue sharing updates via email using the subject line “Booking Roles Project Update #” to help keep communication organized and easy to locate. If you haven’t already, I would recommend creating a shortcut to get to the folder quickly.
1/29/26
Subject: Booking Roles Project Update #2 - Access Chart Update Reminder & Next Steps
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Org Admins complete their review and updates to the Access Chart and provide feedback on the proposed project scope for their organization (due January 30).
The Momentus Project Team will update the scope based on Org Admin feedback and provide an estimated project cost.
This estimate will be based on all information submitted by January 30.
Any subsequent scope changes that result in additional costs will be billed to the requesting CSU.
The Momentus Project Team (consultant and technical team) will be formally assigned to the project—typically six weeks after the scope and estimated cost are approved.
Target completion date for the Booking Roles Project:
All configuration and testing are targeted to be completed by August 1, 2026.
1/16/26
Subject: Booking Roles Project Update #1 - CSU Acronym
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Change requests to existing logic
Requesting the addition of manually managed or automated account types
Current challenges experienced with existing logic (if any)
Any other questions around booking roles, account types, etc.
7/10/25
Subject: Momentus Project Update 7/10/2025: Booking Roles Next Steps
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Once your access charts are completed, please let me know. I plan on make you a visual to help create the booking roles, assign space classes, and assigning OSBs to Roles (if you are using that part). If you have a lucid account, give me a heads up, as I can share the diagram I have created. If not, I am more than happy to schedule working calls for it.
6/26/25
Subject: Momentus Project Update 6/26/2025: Booking Roles Discovery Calls
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