This article will describe an overview of the PM Bridge dashboard, detailing the functionality of its left, center, and right panels. You will learn how each panel contributes to managing your Financial Assistance and Lab Projects efficiently, providing quick navigation, comprehensive project views, and direct-action capabilities.

pushpin PM Bridge utilizes a multi-panel layout to enhance your project management experience. This design centralizes navigation, provides comprehensive project details without constant page reloads, and streamlines your workflow by enabling direct actions within a single, efficient view. Utilize the panel arrows to expand or narrow your view, keeping all panels accessible as you adjust your workspace.

Left Panel

Utilize the Navigation Panel, located on the left side of the page, to directly access various sections of the PM Bridge system. To view sub-menu options, expand each section within the Navigation Panel: Home page, Project Management tools, Administrative controls, and External links. Expand or collapse the Navigation Panel by clicking the arrow (carats) in the upper right corner.

pushpin Note that the "Project Management" menu remains expanded by default, even after you minimize and restore the left navigation menu.


Home

The PM Bridge dashboard displays your Financial Assistance and Lab Projects, imported from STRIPES and Lab Planning. Expand or collapse the viewing panel by clicking the arrows (carats) to the left and right of the center panel.

Your "My Projects" tab displays projects assigned to you. By default, you see all projects you have access to. Select a project from the dashboard to view additional data.

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.

pushpin Your selected filters save until the end of the day. When you log in the next day, the system resets them to default. Add additional columns to the dashboard by selecting the table icon to the right of the grid.


The Action Panel

When you select a project from the dashboard, its Project Summary information appears by default in the Action Panel on the right.

The header, visible regardless of the tab you are viewing, consistently displays key project details: the project's Title, its current Status, and the Modification number, which refers to the versions of the project record.

This panel further organizes information and tasks into seven distinct tabs: Project Overview, Project Monitoring, Contacts, NEPA Requirements, Financials, Quarterly Assessments, and Project Documents. 

pushpin Expand or collapse the viewing panel by clicking the arrow (carat) to the left of the Action Panel.



Frequently Asked Questions 

  1. What information is always visible in the Action Panel?  The project's title, current status, and modification number are always displayed in the header, regardless of which tab you are viewing.

  2. How do I access specific project details like financial information or project documents? You can find specific project details by navigating through the seven distinct tabs: Project Overview, Project Monitoring, Contacts, NEPA Requirements, Financials, Quarterly Assessments, and Project Documents.

  3. What does the "Modification" number refer to? The modification number indicates the versions of the project record, helping you track changes over time.

  4. How can I adjust the size of the Action Panel? You can expand or collapse the viewing panel by clicking the arrow (carat) located to the left of the Action Panel.

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