CDE Onboarding¶
This page provides an overview of the onboarding process for external partners working in our CDE environments.
Onboarding is required before accessing or submitting project documents. Following the steps below helps ensure timely access and avoids delays.
Who needs to be onboarded¶
Onboarding is required for:
- External consultants and subconsultants
- Joint venture partners
- Vendors required to upload, review, or manage project files
- Temporary external team members
Internal staff should follow internal onboarding procedures.
Onboarding overview¶
Onboarding typically follows these steps:
-
Confirm project assignment
You must be formally added to the project by the project manager. -
Request access
Submit an access request with all required information to the JMT project manager. -
Access is reviewed and approved
The request is reviewed and approved by the project team and DCOE. -
Account and permissions are configured
Access is granted based on your approved role and you will be notified through email. -
Begin working in ProjectWise
Follow folder standards, naming conventions, and usage expectations.
Step 1: Confirm project assignment¶
Before requesting access, confirm that:
- You are authorized to work on the project
- You know the project name or project number
- You understand your role on the project
If you are unsure, contact your project manager before proceeding.
Step 2: Request access¶
Access requests must include complete and accurate information.
Contact JMT Project Manager Directly
Incomplete requests may be delayed.
Step 3: Access review and setup¶
Once submitted:
- The request is reviewed for completeness
- Project approval is confirmed (if required)
- Permissions are assigned based on role
Typical turnaround time is 1–2 business days, depending on approvals.
Step 4: Getting started¶
After access is granted, all users are expected to:
- Check files out before editing
- Check files back in when complete
- Use the approved folder structure
- Follow project and file naming standards
- Avoid creating unauthorized folders
➡️ Getting Started with ProjectWise
Consistent standards help ensure smooth collaboration and document control.
➡️ ProjectWise Folder Standards
Failure to follow standards may result in rejected submissions or delays.
Failure to follow standards may result in rejected submissions or delays.
Common onboarding issues¶
Some common issues that delay onboarding include:
- Missing project information
- Incorrect or personal email addresses
- Unclear role or access level
- Requests submitted before project approval
Review the FAQ if you encounter issues.
Need help during onboarding?¶
If you need assistance at any stage:
For project-specific questions, contact your project manager.
Last updated: February 2026