This article guides you through accessing and reviewing Quarterly Assessments for projects in PM Bridge, helping you monitor performance for your office or assigned projects.

Your Access to Quarterly Assessments

Your ability to view Quarterly Assessments depends on your role:

  • Office Admin or Office Project Editor: You can view all assessments for your office.
  • Assigned Project Member: If you are assigned to a project (excluding CO or GMS/CS roles), you can view its Quarterly Assessments.
  • All Other Roles: You will have view-only access.

pushpin If you believe your access is incorrect or too limited, contact your Office Admin or Office Project Editor. If they cannot assist, submit a help desk ticket by clicking the question mark in the upper right corner of PM Bridge.

STEP 1: View a Single Project's Assessments

  • Click on a project from your Project List to open its details.
  • In the right action panel, select the Quarterly Assessments tab.
  • Click the QA link to access the previous site for that project.
  • Review current Quarterly Assessments by Fiscal Year and Quarter.
  • You will see the project's Assessment Status and color-coded scores.

STEP 2: View Multiple Project's Assessments

  • From the PM Bridge Home Page, select Quarterly Assessments in the left navigation panel.
  • Choose My Projects to view projects assigned to you or use the All-Projects filter to select projects assigned to a specific Technology Office.
  • Select the Quarter you want to view. The system defaults to the most recently ended quarter; adjust this to view previous assessments.
  • Review the Active Projects that match your selected filters. You will see color-coded Assessment scores, including Previous Aggregate Health Score, Current Aggregate Health Score, Scope, Schedule, and Cost.

Review Health Indicator Scores

You can review assessments for single projects or multiple projects.

As you view them, pay attention to the color-coded Assessment scores (Current Aggregate Health Score, Scope, Schedule, Cost) and the Assessment Status.

 


Use Filters to Refine Your View

Filter projects by Office or Status using the dropdown menus. Combine filters, such as selecting multiple offices and multiple statuses (In Planning, Award Not Made, Awarded - Not Active, Active, Under Negotiation, In Closeout). Additionally, within each column, you can refine your view by selecting or deselecting checkboxes for specific options, or by conducting a direct search. Clear these column-specific filters at any time via the column filter dropdown.

  


Frequently Asked Questions

  1. How can I view assessments from previous quarters?
    When viewing multiple projects' assessments from the PM Bridge Home Page, the default quarter displayed is the most recently ended one. To access assessments from previous quarters, you need to adjust the Quarter selection filter. Simply choose the specific quarter you wish to review from the available options.

  2. What if I cannot view any quarterly assessments for my projects?
    Your ability to view quarterly assessments is tied to your role and assignment. If you are unable to see assessments, first verify your role. Only users with an approval role of Office Admin or Office Project Editor can view all assessments for their office. If you are assigned to a project (excluding CO or GMS/CS roles), you should be able to view its assessments. If your role does not permit viewing, or if you believe there's an error, contact your Office Admin or Office Project Editor. If they cannot resolve the issue, submit a helpdesk ticket via the question mark icon in PM Bridge.

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