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need different help for different types of users: 

User Type:

  • Principal Investigator/Co PI
  • Designee
  • Data Steward
  • Admin

When writing help for  PIs you will need to log in as one.  To login as one in the username field type and then use your normal password.  You will see that you are logged in.  

How to log in

To access DMP editor, go to, click on "Login" in the top right corner. 

    • For DOI users:  Username is your email address and your password is your Active Directory password. 
    • For non-DOI users:  Username is your email address and your password is your myUSGS password.    

Add instructions on how to request an account here about requesting an account.  

How to log out

  • To log out when you are finished with your DMP information, click on "Logout" in the top right corner of the page

Viewing your DMPs

    • Log in to the DMP site as shown above
    • Click on "DMP list" to see the DMPs that you have access to 

Sorting Columns

  • From the DMP List you can sort by the ID number, Project Name or any of the other headings along the top of the table by clicking on the heading to sort/unsort
  • This will sort each list alphabetically or numerically


  •  To perform a search, click in the search box and enter a term, title or keyword

How to edit DMPs

Editing a DMP

  • From the DMP List page, click on the Project Name title. 
  • To edit the DMP show page, click Edit. 
  • To delete a DMP, click X Delete
  • To delete a record within the DMP, click on the record located in the "Records" section (as shown above) to open it.
  • Then click on Delete and this will Delete just this record within the DMP

Adding Co-PIs

  • From the  DMP show page click on the drop-down arrow in the Co-PI field to see if the Co-PI is in the list or begin typing the name to see if the Co-Pi exists.  your screen shot cuts off the drop-down arrow. 
  • If you need to add more than one Co-PI, click on the plus icon under the Add Co-PI box
  • If the Co-PI does not exist in the drop-down list, select + Add New Co-PI   add instructions on how to create new C-PI
  • Click "Update" when you are finished to save your additions

  • After you add a Co-PI, you may receive a warning message that the Co-PI does not have a DMP Editor Account or edit permissions.  Add a screen shot.  If the Co-PI needs access to the DMP, please request an account or request edit permission.  See instructions on how to do that.  You can add a link to where those instructions are here.  

Granting permission to designees

  • To give a person permission to edit your DMP,  add their email address to the box next to "Edit Permission Also Granted To"
  • If there is more than one person you wish to grant permission to, separate the email addresses with commas, click "Update" to save your additions

  • If the person you wish to add as a designee does not have a USGS email account, you receive a warning message that the person does not have a DMP Editor Account.  See instructions on how to request an account.   
    grab a new screenshot as the message had changed a bit. 

Once that person receives their USGS user name and password they will be able to edit your DMP.


need instructions on how to add a new record. 


Creating a New DMP

  • Log in

  • Click on DMP List

  • Then click on "+New DMP"
  • Enter your project name
  • Click on "Create" on the lower left


Adding a New Record

  • To add new records to a DMP that you have created, click on "Add Record"

Choose from the drop-down for "Section" and then click on "Create"

  • Fill in all of the sections that pertain to your DMP 
  • Then click on "Update" to save your information
  • To add more information in the future, follow the instructions for editing an existing record above
  • Each category has a description of what should be entered there under the title

Downloading a DMP PDF

  • To download a PDF of your DMP click on "Download PDF" in the top right corner and a PDF file of your DMP will be downloaded to your computer's download folder
  • As the DMP moves through the different phases of the project life cycle, there will be multiple versions of the DMP available to download.  You can also delete these versions by clicking on the trashcan icon. 
  • add a screen shot of this. 
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