DESCRIPTION

If you are an Office Administrator, Project Editor, Technical Project Officer (TPO), or Technology Manager/Program Manager (TM/PM), this article helps you manage your single project's DOE team within PM Bridge. Learn how to add, edit, and keep your project team updated efficiently.

pushpin Technology Readiness Level (TRL) is a widely used indicator of a technology's development toward deployment. You can learn more about technology readiness levels here. This guide details how to manage DOE Project Teams for single projects; for managing multiple projects, refer to the "PM Bridge Quick Guide Update Multiple Projects: DOE Team."

STEP 1: View Your Project Team

  • From the PM Bridge home page, click on your project's title to open it.

  • Locate the action panel and select the Project Contacts tab.

  • View the list of currently active team members.

  • To see former team members, click the Include Inactive Members toggle. (optional)

pushpinUnderstanding the current members of your DOE project team helps you identify gaps or confirm who is involved. This initial step is crucial for maintaining an up-to-date and accurate project roster.

STEP 2: Add a DOE Team Member

  • Click the '+ Add DOE Team Member' button to begin adding a member.

  • Choose the appropriate role from the Team Role dropdown menu. This is a required field.

  • In the 'Assigned User' dropdown, type the person's name. PM Bridge will display eligible users who match your search and have the necessary approval for the selected team role.

  • (optional): You can enter the new team member's Start and end Dates. 

  • (optional): If this team member is the primary person for their role, toggle the 'Primary Indicator' to select them. If a primary is already assigned, selecting a new one will replace the previous primary. This must be set to true if no other user is active in the role you are adding.

  • Click Save to confirm your additions.

  • Alternatively, click Reset to clear the current data or Close to exit the page without saving.

  • A confirmation popup will appear, and the new DOE team member will be visible in the DOE Team list.

STEP 3: Edit an Existing DOE Team Member

  • Click the ellipsis (...) next to their name and select Edit team member.

  • You can adjust the Start Date and End Date for the team member. The Start Date must be on or before the End Date, and the End Date must be on or after the Start Date.

  • Update the Is Primary selection as needed. 

pushpin Please note: Only manually entered project team members are editable.

For existing users, you cannot edit their Team Role, the Person with permission to be assigned that role, or the Source of the user role.

Additionally, for locked lab projects, editing of any team members is disabled.

Frequently Asked Questions

1: What happens after I save changes to a team member's role? Once you save the changes, the updated Team Role will appear on both the project's DOE Team Tab and on the PM Bridge Dashboard, provided that role is configured to display on the dashboard.

2: Can I remove a team member? The provided information details how to add and edit team members, suggesting that removal might involve setting an end date or a different process not covered here. For specific instructions on removal, you might need to consult additional PM Bridge documentation.

3: Why can't I add a user to a lab project? You cannot add a user to a lab project if the lab project is locked. The system prevents modifications to the DOE Team when a lab project is in a locked state.

4: What if I select a new primary team member when one already exists? If you designate a new primary team member for a specific role when another primary is already assigned, the system will automatically replace the previous primary with the newly selected team member for that role.