DESCRIPTION

This guide will walk you through the user registration process for Project Management Bridge (PMB) as an external user at the National Energy Technology Laboratory (NETL). You'll learn how to set up your account and request the appropriate role to access PMB.

pushpin PM Bridge is a system that allows you to manage and access project information. To ensure you have the correct access, your contact information is pulled directly from the Department of Energy's Active Directory. You will also need to select an office-level role based on your responsibilities within NETL.

STEP 1: Review Your Contact Information

  • Review the contact information displayed on the screen. This data is automatically pulled from your Active Directory account.

  • If you find any discrepancies or need to update your contact details, please reach out to CMEI Help Center for assistance. Your information must be accurate to proceed.

  • Once you have confirmed your contact information is correct, select Next to continue with the registration process. If you need to exit without completing registration, select Cancel.

STEP 2: Select Your Office

  • Use the arrows or carets to expand the available options and select your specific office within NETL.

STEP 3: Define Your Role

  • Request your office-level role: Select the role(s) that best describe your responsibilities within your office. This selection determines your access and permissions within PMB.

    • CMEI Project Lead: If you are a Federal Staff member in a technology office, this is typically the role you will choose. This allows you to view all projects for a Technology office and to be assigned as a Technical Project Officer or Technology Manager on a project.

    • Contracting Officer (CO): If your responsibilities include overseeing the lifecycle of financial assistance projects and ensuring procedural compliance, select this role.

    • Grants Management Specialist/Contract Specialist (GMS/CS): If you assist the Contracting Officer with business management and non-program aspects of the financial assistance process, choose this role.

    • Office Administrator: If you are responsible for managing user accounts, including approving, denying, or modifying new role requests for your office, select this role. You can also manage Office Crosscuts for Technology Offices.

STEP 4: Confirm and Submit Your Request

  • Carefully check that the role(s) you chose in the previous step are displayed correctly.

  • Select Finish to submit your registration and role request.

  • A pop-up window will appear. Click Yes to confirm your submittal. If you need to go back and make changes, select No.

pushpin What happens after you submit? After you submit your registration, the designated Office Administrator for your office will receive a notification to review and approve your role request. You will receive an email confirmation once your registration is approved. Please note: You will not be able to access the PM Bridge System until your requested roles have been officially approved.


Frequently Asked Questions

1. Which role should I choose if I'm not sure? Your role choice depends on your specific responsibilities: Most Federal staff in a technology office will choose CMEI Project Lead. If you oversee financial assistance projects, choose Contracting Officer. If you assist COs, select Grants Management Specialist/Contract Specialist. If you manage user accounts for your office, you'll be an Office Administrator.

2. I submitted my registration, but I still can't access PM Bridge. Why? After submission, your Office Administrator must first approve your role request. You will receive an email confirmation once it's approved, and only then will you gain access to the PM Bridge system.

3. What can I do in PM Bridge once my role is approved? Once your role is approved, you can be assigned to particular projects using that role. For example, a CMEI Project Lead can view all projects for their technology office and be assigned as a Technical Project Officer, while a Contracting Officer can oversee the lifecycle of a project.


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Project Management Bridge