General Information & System Access
1. Where will training materials be posted?
All materials will be posted to our Training Materials Site.
2. What is the difference in role access between Project Monitor and Contract Support?
Both are assignment Roles with edit and view access. The capabilities are the same; the only difference is the role title itself, to distinguish the business role.
3. How are new users added, and which roles have permissions for that?
Registration will start in PM Bridge. All roles should be requested in PM Bridge. However, specific project team assignments (e.g., "DOE Team" or "Recipient Team") should be made within Lab Planning.
4. Do current access privileges for labs and others continue automatically?
No, lab users will need to Register for accounts through PM Bridge.
5. Is a contractor limited in what they can edit?
Contractors who register with the Project Management Contractor Support Role will be able to edit lab projects for the offices they are aligned with.
6. Can lab support staff (excluding LRMs or PIs) be given accounts with edit access?
Yes, these lab staff members can register as a Business Contact for their lab in PM Bridge. Once registered, the Tech Office can assign the individual as a Lab Operations POC for their office in Lab Planning.
Lab Planning Projects
1. Can we have multiple tasks in one agreement in PM Bridge like we could in the AOP tool? Tasks have been migrated from the AOP tool into the Lab Planning feature. You will be able to enter/edit/remove tasks in the Lab Planning feature. However, tasks are not currently available in PM Bridge.
2. How does PM Bridge handle projects where more than one lab is participating on a project task and activities? Each AOP project is created individually between an office and a single lab. A method to link those projects together when multiple labs are working together is being developed but is not currently available.
3. Are lab PIs able to input new AOPs for review/approval by HQ folks? While labs can create a project, only EERE staff can submit a project for approval.
4. Is there a batch upload process available or does every AOP need to be entered manually through the GUI? There is currently not a batch upload process. Each AOP Project needs to be manually entered.
5. If an office has several projects with the same Laboratory, should all of them be combined under one AOP? Each AOP project will continue to be created individually.
6. Tasks seem to show all tasks over the entire AOP duration. Can this be filtered down to those with end dates within a selectable time period? This is a suggestion that will be added to the backlog as a future enhancement.
7. How is a new lab PI added (is it HQ or lab responsibility)? First, Lab users need to register for the Technical POC role in PM Bridge. Then, a DOE user (or other project DOE/Recipient team member) should assign that Lab User to the project by adding the lab user as a Principal Investigator on the "Recipient Team" page. The Lab Principal Investigator can be added or updated by either an EERE HQ user or a Lab user.
8. How does the signature page portion of the final director/LRM approvals work? This is in reference to the Full FY AOP. This functionality is not available in the system today. The system is planning to have the ability to document these approvals so that approvals can be captured offline and the individual in your office, who is your office administrator, would be able to document the approval for those in the system.
9. When do you expect the Full FY AOP approval process to be available? Offices are currently able to plan and approve individual AOP projects in Lab Planning, including multi-year AOP projects. The final Full FY AOP Approval process will be available in the system to support EERE deadlines for having all Full FY AOPs approved.