Confluence Retirement

In an effort to consolidate USGS hosted Wikis, myUSGS’ Confluence service is scheduled for retirement on January 27th, 2023. The official USGS Wiki and collaboration space is now SharePoint. Please migrate existing spaces and content to the SharePoint platform and remove it from Confluence at your earliest convenience. If you need any additional information or have any concerns about this change, please contact Thank you for your prompt attention to this matter.
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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   

Requesting a New DMP User Account


  • You will be taken to a page like this: 
  • Fill in all of the requested information and select Submit  
  • You will receive an email from myUSGS within 24 hours with your new user account information.

Forgotten Password

    • Non-DOI users can reset their password at
    • DOI users: Please use your Department of Interior email address and your Active Directory password to log in

How to Log Out

  • To log out, 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 columns 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, and if you click it again it will do it in the reverse order


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

How to Edit DMPs

Simple Edits

  • From the DMP List page, click on the "Project Name"/title for that project
  • To edit the DMP show page, click "Edit" (screen shot 1 below), or to edit an individual record click on that record (screen shot 2 below)

  • The "ScienceBase's Project ID" is the unique identifier for the project record in ScienceBase
  • The "RFP Manager's ID" and "RFP Manager's Stamp ID" are unique identifiers obtained from the RFP Manager tool during the proposal process (see below)

  • Note: From the DMP show page, a PI can only edit the Co-PIs, add or edit records, and edit the Permission Also Granted To fields. The remainder of the fields are only editable by Admins and Data Stewards.

  • 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" to delete just this record within the DMP

Adding Co-PIs

  • From the DMP Show page, click on "Edit" in the bottom left corner
  • Next, either click on the drop-down arrow or begin typing the name of the Co-PI to see if they are already in the list 
  • If the Co-PI does not exist in the drop-down list, select "+ Add New Co-PI" 
  • You will be directed to a page that looks like the one below  
  • If they already have an account the information will automatically populate when you enter their email address
  • If they do not have an account, you will need to fill in all of the required information and then click on "Create" in the bottom left corner
  • If you need to add more than one Co-PI, click on the "+Add New Co-PI" each time to add a new one
  • 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 as shown below
  • If the Co-PI needs access to the DMP, please request an account or request edit permission by clicking on the blue bar shown below
  • For more information on how to request an account, see RequestingaNewDMPuseraccount

Granting Permission to Designees

  • To give a designee 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/people you wish to add as a designee(s) does not have an account or edit permissions, you will receive a red warning message 
  • Click on the red warning message next to their email address and follow the instructions to request permission 
  • See instructions on how to request an account: RequestingaNewDMPuseraccount
  • The user will then receive a myUSGS email notification within 24 hours with their new account information 

Revoking Permission from Designees

  • To revoke permission from a designee, delete their email address from the "Edit Permission also granted to" field
  • Click on "Update" to save your changes

How to Receive Email Notifications of Data Steward's Comments about your DMP


  • Log in using the instructions above and navigate to your project page by clicking on the "DMP List" 


  • Then click on the project title


  • Once you are on your project page go to the bottom left and click on Edit


  • Next, check the box next to "Notify PI of New Comment"

(Need new picture here when DMP is edited.) 


  • Finally, go to the bottom left and click on "Update"

  • As a PI, you will be notified of any new comments or needs from the Data Steward
  • Please note, the Co-PIs will not be notified when the Data Steward comments on an item


How to mark a DMP as Complete (and notify your Data Steward that it is)

If you are a PI and you are completely finished with your DMP you can click on a box entitled "Flag DMP As Complete" and your Data Steward will be notified that it is complete.

To do so:

  • First log in using the log in instructions from above and navigate to your project page by clicking on the "DMP List" 


  • and then click on the project title


  • Once you are on your project page go to the bottom left and click on "Edit"

  • From the edit page, you can click on the box next to "Flag DMP As Complete"
  • Your Data Steward will then be notified and you can move on to the next step in the data collection process


  • Finally, to save this option go to the bottom left of the screen and click on "Update"


Creating a New DMP

  • Log in

  • Click on "+New DMP"

  • Enter your project name or ID number if you have it
  • Click on "Create" on the lower left
  • Continue to fill out the information on the DMP show page including any Co-PIs and add any designee(s) you wish to grant edit permission to


Uploading a DMP Word Template

  • If you are using the NCCWSC DMP word template for maintaining your plan, you can easily upload it to the DMP Editor tool.
  • To upload it, the template must be a .DOCX document.  
  • The NCCWSC template is available at
  • Create your DMP on the template and save it to your files or desktop
  • Next, click on DMP list and select "New DMP"
  • Enter your project name
  • Select the "Template" for NCCWSC DMP 
  • Select "Create"
  • In the Records section, select "Import records from document"
  • Next click on "Choose File," locate the file you have saved and click "Import Records"
  • This will import all of your DMP records and they will be located in the "Records" section of the DMP show page 

Adding a New Record

  • To add new records to a DMP that you have created, from your DMP page click on "Add Record"
  • Select your record type in the drop-down list for "Section" and then click on "Create"

  • Enter the information (You can enter up to 5000 characters within each field in the record entry)
  • Note: The records form has multiple sections that are shaded in gray. The gray shaded sections are not required during the proposal stage of the Data Management Plan (DMP).
  • If a project is funded, all fields will then be required 
  • Finally, click "Update" to save

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

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