Mobile Overview

Bridgit's mobile app brings workforce planning to your phone, allowing you to manage projects and people from anywhere. The mobile app is available for both iOS and Android devices and syncs in real-time, ensuring you always have access to the most up-to-date information.

Key capabilities:

• View and manage people and projects

• Fill roles and make assignments on the go

• Review workforce utilization and availability

Eligibility/Prerequisites

Device requirements:

• iOS device running iOS 12 or later

• Android device running Android 8.0 or later

• Active internet connection (WiFi or cellular data)

Account requirements:

• Active Bridgit account with login credentials

• Same permissions as your desktop account will apply to mobile

• Your mobile access reflects your assigned permission level and profile type visibility

How to Use

Downloading and Installing the App

1. Open the App Store (iOS) or Google Play Store (Android)

2. Search for "Bridgit"

3. Tap Install or Get

4. Once installed, tap Open to launch the app

Logging In

1. Open the Bridgit app

2. Enter your email address and password

3. Tap Log In

4. If your organization uses SSO (Single Sign-On), select that option and follow the authentication prompts

Navigating the Mobile App

The mobile app uses a bottom navigation bar with four main sections:

• Dashboard: Quick access to key metrics and insights

• People: Browse and manage your workforce

• Projects: View and manage projects and roles

• Roles: Quick access to all roles across projects

• More: Additional features including settings, support, and profile access

Working with People

Viewing a person's profile:

1. Tap People in the bottom navigation

2. Use the search bar or scroll to find the person

3. Tap their name to open their full profile

Key actions on people profiles:

• View current and upcoming assignments

• Check availability

• Add or view notes from the top right corner

• View experience tracking data

• Review profile details including certifications and time off

• Access contact information

Filtering people:

1. Tap the filter icon in the top right

2. Select your filter criteria (title, availability, group, etc.)

3. Tap Apply to update the list

Working with Projects

Viewing a project:

1. Tap Projects in the bottom navigation

2. Use the search bar or scroll to find the project

3. Tap the project name to open its profile

Key actions on project profiles:

• View project details and dates

• See all roles and assignments

• Review team composition

• Add or edit notes

• Check project status (awarded or pursuit)

Filling roles on mobile:

1. Open a project profile

2. Tap on an unfilled role

3. Review suggested people

4. Select a person to assign them

5. Confirm the assignment

Adding roles on mobile:

1. Open a project profile

2. Click Add a role at the bottom of the screen

3. Create role, when finished click Add

4. Role will appear as unfilled, click into the role to fill the position

Using Dashboard Metrics

The mobile dashboard displays key project and people insights:

• Projects

  • Active, upcoming, and pursuits

  • Number of unfilled roles

• People

  • Who is available

  • Who is over-allocated

Tap any metric to navigate to a detailed view and take action.

Adding Notes

On a person profile:

1. Open the person's profile

2. Scroll to the Notes section (located in the top right corner)

3. Tap Add Note

4. Type your note

5. Choose to make it private (if you have permissions)

6. Tap Save

On a project profile:

1. Open the project profile

2. Scroll to the Notes section (located in the top right corner)

3. Tap Add Note

4. Type your note

5. Tap Save

Common Workflows

Quick availability check on the go: Open the app, navigate to People, and apply an availability filter to see who's free for an urgent assignment.

Filling a role from a job site: Receive a notification about an unfilled role, open the project, review smart suggestions, and assign someone directly from your phone.

Reviewing project status during travel: Open the Projects section, select your project, and review all role assignments and team details without needing your laptop.

Checking in on workforce utilization: Open the Dashboard to identify who's on the bench or over-allocated.

Adding important context immediately: When you have a conversation or insight about a person or project, add a note right away so the information is captured while it's fresh.

Common Questions