DESCRIPTION

This article helps you understand and manage recipient organizations and team members within PM Bridge. It focuses on the actions you can take to effectively maintain project contacts, ensuring accurate information for your projects.

pushpin Recipient Details refers to the information about organizations and individuals associated with your projects. Access to edit projects is granted to CMEI staff with Office Administrator, Project Editor, and any active DOE team members assigned to a project. Information for federal assistance (FA) projects comes from STRIPES, and for lab projects, it comes from the Lab Planning Tool when available.

STEP 1: View Recipient Details

  • From the PM Bridge Home page, locate the Action Panel on the right side.

  • Select the Contacts tab, then click Recipient Team. This displays information about your project's recipient team members. You can search, filter, and edit all columns in this section.

  • Within the right Action Panel, click Recipient Organization. This section shows details about the recipient organization(s) for the project. All columns here can be searched or filtered but are read-only.

STEP 2: Manage the Recipient Team

If you have permission to edit a project, you can manage your Recipient Team by setting a primary team member, or by adding, editing, or deleting team members. Once added to a project, team members are active only within that specific project. They do not automatically appear in the Recipient Team page for other projects.

  • Set a Primary Team Member or Delete a Team Member: You must designate one recipient team member as Primary for each active role on a project. This helps track information but does not affect access or functionality in PM Bridge.

    • Edit a Team Member: Click the Action dropdown menu and select Edit.

    • Set as Primary: Click Set to Primary to designate the team member as the primary contact for their role. The "Is Primary" column will update to "Yes."

    • Delete a Team Member: To remove a team member, click Delete. Note: Only manually added team members can be deleted.

    • Confirm Deletion: In the Confirm Delete box, click Yes to confirm removal or No to cancel.

pushpin Note: Only manually added team members can be deleted.

STEP 3: Add a Recipient Team Member

  • Click the Add Recipient Team Member button.

  • In the Add Recipient Team Member form, click Team Role and choose the appropriate role from the dropdown list.

  • In the Assigned Contact box, start typing the name of the new team member. Active PM Bridge usernames will appear as you type. If the name does not populate, click Add Contact and complete the contact information form.

  • Click the Organization box and select the correct organization from the dropdown list. If the organization is not listed, click Add Organization and enter the new organization's name.

  • Click Start Date and End Date to select applicable dates from the calendars. (Optional)

  • Click the Primary toggle if you want to make this new member primary for their role. (Optional) If they are the first member added to that role, they will be set as Primary by default and this field will be read-only.

  • Click Save changes to finalize your entry, or Close to exit without saving

STEP 4: Edit a Recipient Team Member

  • Click the Action dropdown menu and select Edit.

  • In the Edit Recipient Team Member form, click Team Role and choose the updated role from the list.

  • In the Assigned Contact box, begin typing the updated name. Active PM Bridge usernames will populate. If the name is new or doesn't appear, click Add Contact and complete the form.

  • Click the Organization box and select the correct organization. To add a new organization, click Add Organization and enter its name.

  • Click Start Date and End Date to select new dates from the calendars.

  • Click the Primary toggle to change the member's primary status for their role. If they are the first member in an active role, they will be Primary by default, and this field will be read-only.

  • Save Changes: Click Save changes to finalize your updates, or Close to exit without saving.


Frequently Asked Questions

  1. Who can edit recipient details in PM Bridge?
    CMEI staff members with the Office Administrator or Project Editor roles, as well as any active DOE team members assigned to a project, have permission to edit recipient details.

  2. Where does the recipient information come from?
    For federal assistance (FA) projects, the information is imported from STRIPES. For lab projects, it comes from the Lab Planning Tool when available.

  3. What happens if I delete a recipient team member?
    You can only delete recipient team members that were manually added to the project. Once deleted, they are removed from that specific project.

  4. Does setting a team member as 'Primary' affect their access or functionality in PM Bridge?
    No, setting a team member as "Primary" for a role is for tracking purposes only and does not impact their access or functionality within PM Bridge.

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