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Created by
Rich Corretjer, last updated by Sherrella Rollins on Feb 23, 2026
4 minute read
If you need to change DOE Team members by adding, updating, or removing them across multiple projects, this guide helps CMEI Office Administrators, Project Editors, Technical Project Officers (TPOs), and Technology Managers/Program Managers (TMs/PMs) understand and use the "Update Multiple Projects" feature effectively.
System of Record: Users imported from the system of record (Lab Planning Tool & STRIPES) cannot be edited directly within this feature; you must update them in the system of record.
STEP 1: Navigate to the Bulk Edit DOE Teams Page
From the PM Bridge Home Page, you need to find the left Navigation Panel.
Select Bulk Edit DOE Teams to access the feature. This is your starting point for making changes to multiple projects.
Update Project Type: The "Update Multiple Projects: Project Type" page allows you to update the project type for several projects at once. Select your desired projects, click next to choose 'Project Type' as the field to edit, and then update them.
STEP 2: Identify and Select Your Projects
On the Update Multiple Projects: DOE Team page, you'll see various options to help you locate the projects you need to modify.
You can choose from:
My Projects: This displays all projects linked to your user account.
All Project for: This shows all projects for a specific office that you select.
Search: If you know the project's name, you can enter text to search for a specific project.
Filters: You can apply filters based on your specific requirements to narrow down the list.
Select Multiple Projects: To choose projects for an update, click the checkboxes next to the projects you want. They will be highlighted once selected.
Columns: To customize what information you see, select the columns tab to display the menu. Make your selections, then click the columns tab again to hide the menu. New columns will appear on the grid.
Filter Project List: To reduce the number of projects you are viewing, select the projects using the checkboxes and then press the button Filter Project List.
Full Project List: If you want to see all projects again after filtering, press the Full Project List button.
STEP 3: Review and Refine Your Project Selection
After selecting your projects, you will see a Project List where you can review the reduced project list.
Under Projects Selected, DOE Team Member Actions, select the DOE Team Member Actions icon. This will reveal options for filtering by role and applying actions.
DOE Teams: On the right of the grid, you'll see the DOE Teams columns (Role, Source, User, Is Primary, Start & End Date).
You can resize these columns, and PM Bridge will remember your adjustments.
Filter By Role: (Optional) If you want to view specific team roles, select the role/s you wish to see.
Role options include Contracting Officer (CO), Contractor Support, CMEI Project Lead, Grants Management Specialist/Contract Specialist (GMS/CS), Program Manager (PM), Project Editor, Project Monitor, Technical Project Officer, Technology Manager (TM).
STEP 4: Modify DOE Team Members and Apply Changes
Apply Actions: To make changes to a Project Role, you will need to Select the Role, User, and the Action.
Role: You must select one Role to apply the action to.
User: You must select the user. Only eligible users for the chosen role will be available.
Action: You can choose to Add, Update, or Remove the user from the selected projects.
Optional Update or Set:
Set Start Date: You can set a specific date when the project starts. If left blank, it defaults to the beginning of the project.
Set End Date: You can set a specific date when the project will end. If left blank, it means until the end of the project.
Set Is Primary: Check the box to designate the user as primary. If they are the only one in that role, they become primary by default.
Apply Action: After configuring your changes, select the Apply Action button to preview the updates. Added, updated, and removed entries will display in different colors.
Reset: If you made a mistake or want to revert to the previous save, select reset. A dialog box will appear asking you to confirm the reset; select 'Yes' to proceed or 'No' to return to your updates.
Save: Once you are satisfied with your changes, press Save to finalize and update the project record.
Frequently Asked Questions
1. Can I edit team members who were imported from external systems?
No, team members imported from systems like Lab Planning Tool & STRIPES cannot be edited directly within this feature. You must update them in their original system of record.
2. How can I quickly find a specific project if I have many projects listed?
You can use the "Search" bar to enter text and find your project or apply "Filters" based on specific criteria to narrow down the list of projects displayed.
3. What happens if I don't set a start or end date for a team member's role?
If you leave the "Set Start Date" blank, it will default to the beginning of the project. If you leave the "Set End Date" blank, the team member's role will be active until the end of the project.
4. How can I ensure my changes are saved permanently?
After applying your desired actions and reviewing the updates, you must press Save to permanently update the project record. If you navigate away without saving, your changes will be lost.
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