Managing Fields

Fields allows accounts to customize the data captured and displayed for people and projects in tracked Bridgit.

Key capabilities:

• Create custom fields to track unique organizational data

• Set fields as mandatory or confidential

• Reorder fields to match your workflow

• Manage selection lists for dropdown fields

Eligibility/Prerequisites

Permissions required: Admin access to Settings

Important notes:

• People and Project fields are managed separately—ensure you're in the correct section before making changes

• If you have an integration in place, contact your Customer Success Manager before modifying fields

How to Use

Accessing Field Settings

For People Fields:

1. Click the settings icon in the top right

2. Navigate to People in the left sidebar

3. Choose System Fields, Custom Fields, or Custom Field Order

For Project Fields:

1. Click the settings icon in the top right

2. Navigate to Projects in the left sidebar

3. Choose System Fields, Custom Fields, or Custom Field Order

Managing System Fields

System fields exist by default in Bridgit and include core data like name and email. Most system fields have fixed field types and cannot be customized. However, some can be edited and some can be made private or mandatory,

People System Fields:

The Title field and the Title Cost Rate Defaults are the only people system field with account-level customization. To manage titles:

1. Navigate to System Fields in the People section

2. Navigate to Manage System Fields Selection lists

3. Select Title (Hourly or Salary)

4. Add, edit, or remove title options

5. Add, edit, or remove default cost rates

6. Click Save

Project System Fields:

All project system fields have fixed configurations and cannot be customized at the account level.

Creating and Managing Custom Fields

Custom fields are built based on data you provided during implementation but can be modified as your needs evolve.

To create a new custom field:

1. Navigate to Custom Fields in the appropriate section (People or Projects)

2. Click Add Custom Field in the top right

3. Enter the field name and data type

4. Click the star icon to make the field mandatory (optional)

5. Click the eye icon to make the field confidential (optional)

6. Click Save

To edit an existing custom field:

1. Navigate to Custom Fields

2. Click the pencil icon next to the field you want to edit

3. Make your changes

4. Click Save

Managing Selection Lists

For fields with dropdown options (single and multi list selections), you need to maintain the available choices.

To manage list options:

1. Navigate to Custom Fields in the appropriate section (People or Projects)

2. Scroll to Manage Custom Fields Selection Lists

3. Click on the list name you want to edit

4. Add, edit, or remove options as needed

5. Click Save

Reordering Custom Fields

Field order determines how fields appear in profiles and forms across Bridgit. Changes apply account-wide.

To reorder custom fields:

1. Navigate to Custom Field Order in the left sidebar

2. Click and drag the handle icon next to any field

3. Drop the field in your preferred position

4. Changes save automatically

Setting Confidential Fields

Confidential fields are hidden by default and only visible to users with permission to view confidential information.

To make a field confidential:

1. Navigate to Custom Fields

2. Click the pencil icon next to the field

3. Click the eye icon to designate as confidential

4. Click Save

To view confidential fields in the app:

1. Navigate to any People or Projects view

2. Click the eye icon in the top navigation

3. Confidential fields will display with a small eye icon next to the field name

Common Workflows

Tracking a new data point across all people: Create a custom field in People settings, select the appropriate field type, and decide whether it should be mandatory or confidential. Use Custom Field Order to position it where it makes sense in your workflow.

Adding a new job title: Navigate to People System Fields, click on "Title" to open the list, add the new title option, and save. Optionally set a default cost rate for the new title.

Hiding sensitive salary information: When creating or editing a cost-related field, click the eye icon to make it confidential. Only users with appropriate permissions will be able to view this data.

Reorganizing profile layout: Use Custom Field Order to drag and drop fields into a sequence that matches how your team naturally works through profiles, placing the most frequently used fields near the top.

Maintaining dropdown consistency: Regularly review your selection lists to remove outdated options, add new ones as your business evolves, and ensure consistency across similar fields.

Common Questions