This article provides instructions for initiating and modifying Quarterly Assessments within PM Bridge, ensuring you accurately capture project performance data.

Your Access to Quarterly Assessments (Editing)

Your ability to create or edit Quarterly Assessments is role-dependent:

  • Office Admin or Office Project Editor: You can view and edit all assessments for your office.
  • Assigned Project Member: If you are assigned to a project (excluding CO or GMS/CS roles), you can view and edit its Quarterly Assessments.
  • All Other Roles: You will have view-only access and cannot create or edit assessments.

pushpin Cannot Edit an Assigned Project's Assessment? Your ability to edit depends on your specific role. If your assignment role is CO or GMS/CS, you will only have view rights.

  • For editing capabilities, you need an approval role like Office Admin or Office Project Editor, or a project assignment role other than CO or GMS/CS.
  • If you need to edit and currently cannot, contact your Office Admin or Office Project Editor.
  • If they are unable to help, submit a help desk ticket through the question mark icon in the upper right corner of PM Bridge.

STEP 1: Initiate or Re-open an Assessment

  • For projects with an Assessment Status of 'New', choose Create to begin the Quarterly Assessment process or Waive to create and waive it simultaneously.
  • For projects with an Assessment Status of 'In Progress', select Edit.

pushpin Understanding Assessment Status and Actions

When an assessment has a New status, you can Create or Waive a new assessment. If the assessment status is In Progress, you will have the option to Edit it.

STEP 2: Complete the Edit Assessment Page

Clicking Create or opening an In-Progress Quarterly Assessment leads you to the Edit Assessment page.

  • Click the APM Indicator (i) icon to view guidelines and thresholds for each health score.
  • Toggle the Calculate Score Automatically option:
    • When selected (blue), the tool calculates the Aggregate Health Score based on your entered scores.
    • When de-selected (gray), you can manually adjust the score or waive the assessment.
      • If waiving, you can enter comments, though it's not required.
  • Fill out all fields marked with a red asterisk. Default scores for Scope, Schedule, and Cost will be 'Feedback Missing' until completed.
  • Additional fields appear only if the current or previous aggregate health score is 'red'. They will not appear if the score is 'green' or 'yellow'.
  • Enter Comments explaining your score selections.
    • Be aware that any comments or concerns entered into the CMEI Internal Comments and Concerns field will not be visible in the user memo.

pushpin Information Not Updating in STRIPES or PM Bridge Information you edit on the Edit Assessment page is only visible on the Generated Assessment Memo. It does not automatically update in STRIPES/Lab Planning Tool or other parts of PM Bridge. This means you must manually ensure consistency if updates are needed elsewhere.

STEP 3: Address APM Data Call Fields

These fields are required for the first Quarterly Assessment of each project.

pushpin Entering 'N/A' for APM Data Call Fields The APM Data Call Fields are specifically required for the first Quarterly Assessment of each project, or if the aggregate health score calculates to 'red' (either in the current or previous quarter). If your first assessment was waived, or if the current/previous aggregate health score is 'green' or 'yellow', simply enter 'N/A' into these fields. 

  • If the score was 'red' in the previous quarter or is currently 'red'.
    • Explain why the project's health is 'red'.
    • Describe the most recent steps taken to resolve the situation.
    • Outline the next steps planned to rectify the situation.

Frequently Asked Questions

  1. Why do additional fields appear only when the aggregate health score is 'red'?
    Additional fields for 'Edit Quarterly Assessments' are designed to appear specifically when the current or previous aggregate health score is 'red'. These fields prompt you to provide crucial details, such as explaining why the project's health is red, describing recent rectification steps, and outlining next steps to resolve the situation. This focused approach ensures that you only address these issues when they are most critical, streamlining the assessment process when scores are 'green' or 'yellow'.

  2. What should I do if the 'Calculate Score Automatically' toggle is not selected (gray)?
    If the 'Calculate Score Automatically' toggle is de-selected (gray), the system will not automatically determine the Aggregate Health Score based on your entered scores. In this scenario, you have the flexibility to manually adjust the score yourself or waive the assessment entirely. If you choose to waive the assessment, you can optionally provide comments explaining your decision, though it is not a mandatory step. This allows for greater control over the score when automatic calculation is not desired.

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Assessment Status

Project Management (PM) Bridge - Service project