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Milestone

Owner

Deadline

Status

Discovery Calls with Momentus Consultant

UT Momentus Admin, Momentus Consultant

7/15/25

Status
colourGreen
titlecomplete

Momentus Consultant Project Scope Recommendation (recieved 12/15/25)

Momentus Consultant

8/31/25

Status
colourGreen
titlecomplete

Discovery Document Review and Access Chart Updates

Org Admins

1/30/26

Status
colourGreen
titlecomplete

Booking Role Framework

UT Momentus Admin, Org Admins, Momentus Consultant

2/13/26

Status
colourYellow
titlein progress

Scope Changes and Feedback Submitted to Momentus

UT Momentus Admin

2/11/26

Status
colourGreen
titlecomplete

Final Scope Provided to UT Austin

Momentus Consultant

Status
colourGreen
titlecomplete

Approve Project Scope and Cost

UT Momentus Admin, Org Admins

Status
colourYellowGreen
titlein progresscomplete

Booking Role Framework Configuration

UT Momentus Admin

Status
titlenot started

Momentus Consultant and Technical Consultant Assigned

Momentus Consultant, Momentus Technical Services

Status
titlenot started

Booking Role Framework Reviewed

Momentus Consultant

Status
titlenot started

Booking Role API Logic Built

Momentus Technical Services

Status
titlenot started

TEST: Booking Role Configuration and SSO API

Org Admins, UT Momentus Admin, Momentus Consultant, Momentus Technical Services

Status
titlenot started

Transition to Booking Roles (prod)

8/3/26

Status
titlenot started

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5/22/26

Project Status Update

UT Procurement has approved the scope, and we are now officially in queue with the Momentus Technical Services team. Once a technician is assigned, we’ll begin the transition work, which will include rebuilding the Single Sign-On integration to operate based on Booking Roles rather than the Account Type assignments in the Contact record.

Testing is expected to begin in July, so please ensure you have your tester list prepared.

Access Chart & Lucid Edits – Deadline for Changes: Today, May 22, 2026

Today is the final day to submit edits to your access charts and Lucid files. If you need additional time, please don’t hesitate to reach out—our team is happy to accommodate while we await our technical assignment. I will begin base-level work next week, so we encourage you to reach out sooner rather than later if any updates are needed.

5/12/26

Subject: Booking Roles Project Update #8 - Lucid Exercise Completion Deadline & Current Project Status

Access Chart & Lucid Edits – Deadline for Changes: May 22, 2026

Please ensure all edits are finalized no later than May 22, 2026. Once configuration begins, we will not be able to accept changes to access or naming conventions. After the framework has been completed, we will reopen the window for updates. If you identify changes after the deadline, please note them in the workbook so they can be addressed once the change window reopens.

Current Project Status

The order form is still under review with Procurement. Once it has been approved, we will reach out with additional details regarding the configuration and testing timeline. At this time, we are still planning to begin testing in the summer. I recommend starting to gather your test users for the various Booking Role Types (Account Types) if you haven’t already. If it’s helpful, you can list your test users in the Booking Roles Excel workbook to track coverage and identify any gaps.

Lastly, since this project will take place during the summer break, please let us know if you have any planned time off. If so, we’d appreciate knowing who we should coordinate with as a point of contact during your absence to keep the project moving.

If you have any questions about the project timeline or the Access Chart, please let us know.

4/28/26

Subject: Booking Roles Project Update #7 - Lucid Final Edits & Current Order Form Status

Momentus Order Form & Next Steps

Thank you all for gathering the information Jessica needed to move forward. At this time, we are in the process of routing the Order Form through the appropriate UT channels and will continue to keep you informed of its progress. While the procurement process can take time, we still anticipate meeting the August 1 deadline. Should anything change, our team will notify you immediately.

Lucid Chart Review & Updates

If you anticipate any changes to your access chart, we recommend making them now, prior to the start of configuration. Once configuration begins, we will not be able to accept changes until the preliminary Booking Roles framework has been completed. Please be sure to document all updates both in the workbook and in Lucid—this will help support our configuration efforts and ensure you have a clear record for future reference.

If you have any questions about the Lucid exercise or the update process, please don’t hesitate to reach out. Once we have the completed order form, we will reach out with the cutoff for Lucid/Access changes.

4/7/26

Subject: Booking Roles Project Update #6 - Project Cost

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