Before You Begin

•    Project Start and End Dates replace Fiscal Year selection; the system generates FYs.
•    The following are now required: Work Category selection • EERE Project Lead assignment • Principal Investigator assignment. A "TBD" option is temporarily available for PI.

Follow the steps below:

Step 1: Initiate Project Creation

•    Click the ‘Create New Lab Project’ button.
•    Enter the Project Title.
•    Enter the Start and End Dates for the project.
•    Select your Technology Office from the dropdown menu.
      Note: The Tech Office pick list is limited to only the offices that you are affiliated with.
•    Select the Lab that you will be working on this project. 

Step 2: Define Project Overview 

•    Select the Program from the dropdown menu.
•    Select the Activity from the dropdown menu.
•    Select the Sub-activity from the dropdown menu.
•    Enter your Project WBS number.
      If the WBS number is missing or incorrect, contact your office administrator.

Step 3: Select the Work Category

Select the Work Category from the dropdown menu. This selection helps EERE categorize projects by type of work.
•    AOP Project (Lab Direct Project): Select this if the project results from a Lab Call award. Enter the relevant announcement number from a dropdown list to link to your project.
•    NOFO Award (prime or subcontract): Select this if the project stems from a Notice of Funding Opportunity. Enter the relevant announcement number from the dropdown list to link to your project.
•    Operational Activity: Use this for non-R&D activities supporting service contracts (e.g., communications, IT contract work).
•    Partnership Intermediary Agreement (PIA): Choose this if the project is funded through administrators such as Defenseworx or EnergyWorks.
•    Prizes: Select this for projects funded through labs or procurement contracts.

Step 4: Assign Project Leads

•    Select the EERE Project Lead: This list contains approved PM Bridge EERE Project Leads for their office.
•    Select the Principal Investigator: This list contains PM Bridge users approved as Business/Technical POCs with assigned Lab Roles for a specified office/lab. 
Click ‘Create Project’ to record your entries.

What Happens Next

•    After recording your entries, your new project will be created in the Lab Planning system.
•    To Edit, select the Project Title or select Edit from the Actions menu. 
      •    Complete all required items via the progress indicator menu.
•    After all items are completed, select Send to HQ or Send to Lab from the Manage Project dropdown to submit for approval.  


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