How to Manage Office Crosscuts in PMB

DESCRIPTION

This guide helps you manage Office Crosscuts within PM Bridge. You'll learn how to create, edit, and delete Office Crosscuts to organize and tag your projects effectively. This is crucial for aligning your projects with CMEI's priorities and ensuring accurate reporting.

Office Crosscuts allow you to categorize and group projects within your technology office, providing a structured way to manage and analyze your portfolio. This feature is distinct from Corporate Crosscuts, which are set at the DOE level. For those with the Office Administrator role, this guide details the exact steps to manage these Office Crosscuts. If you are a Functional Lead, you can also manage Corporate Crosscuts in the same section.

STEP 1: Access Crosscut Management

From the PM Bridge home page, locate the left navigation panel.
Click on Administrative.
Select Crosscut Management from the dropdown menu to open the Crosscut Management page.

This page is your central hub for all Crosscut-related activities. Here, you can both create new Office Crosscuts and modify existing ones, as well as manage Corporate Crosscuts if you are a Functional Lead.

STEP 2: Create a New Office Crosscut

On the Crosscut Management page, click the + Add Crosscut button.
A Crosscut Edit Pop-Up Box will appear.
- Add Office and Crosscut Name: Enter the required name for your new Office Crosscut. The Corporate Crosscut Indicator will typically be disabled for Office Administrators, ensuring you only create Office Crosscuts.
- Crosscut Description: (Optional) Provide a brief description to clarify the purpose of the Crosscut.
- Is Active: If the Crosscut should be immediately available for use, click the slider to set it as Active.
Click Ok to save your new Crosscut or Cancel to discard your changes.
- Once saved, this Crosscut becomes available for selection when you are working with projects.

STEP 3: Edit or Delete an Existing Crosscut

On the main Crosscut Management page, locate the Crosscut you wish to modify.
Under the Action column for that Crosscut, click the Edit icon to make changes, or the Delete icon to remove it.

STEP 4: Tag a Project with Office Crosscuts

After selecting a project in PM Bridge, click the Edit icon to open the Edit Project Summary window.
Locate the + Add Office Crosscut section.
- Crosscut Title: From the dropdown list, select the appropriate Office Crosscut. Any additions, edits, or deletions you made in previous steps will be reflected here.
- Percent Allocation: Enter the percentage of funding allocated to this specific Office Crosscut for the project.
- Display All CMEI Crosscuts: If you select this option, you will see crosscuts from all other offices, as well as those specific to your project, when adding an office crosscut.
- Save Changes: Click Save Changes. The Office Crosscut data for the project will now be saved and available for data calls and reporting.

STEP 5: Refine Project Tagging

For detailed instructions on selecting a project and editing its summary, refer to the Project Monitoring section of PM Bridge.
Within the Edit Project Monitoring section, navigate to Crosscuts & CIIs.
Select the appropriate Office Crosscut(s) to tag your project according to the technology office's classification.

Frequently Asked Questions

What is the primary difference between Corporate Crosscuts and Office Crosscuts?
Corporate Crosscuts are established at the DOE level to align with broader departmental priorities, while Office Crosscuts are created and managed by individual technology offices (within CMEI) to organize and tag projects according to their specific needs and priorities.
I don't see the option to create Corporate Crosscuts. Why is this?
As an Office Administrator, your role is typically focused on managing Office Crosscuts. The ability to create Corporate Crosscuts is usually reserved for Functional Leads, aligning with their broader oversight responsibilities.
Can a project have multiple Office Crosscuts?
Yes, a project can be tagged with multiple Office Crosscuts. When adding multiple crosscuts, you can define the percentage of funding allocated to each, allowing for granular reporting and analysis across various categorization schemes.
How do I ensure my new Office Crosscut is visible to others?
After creating a new Office Crosscut, ensure you set its status to "Active" in the Crosscut Edit Pop-Up Box. Once active and saved, it will appear in the dropdown lists for selection when users are tagging projects.

Page tree