Profiles

Last updated: May 27, 2026

Profiles are the hub for all employee information in Bridgit. Each profile displays a person's work history, assignments, certifications, contact details, and availability in a single view.

Key capabilities:

  • View current and upcoming assignments with issue indicators

  • Access employment details, contact information, and certifications in one place

  • Add people to projects directly from their profile

  • Collaborate with team members through notes and activity tracking

  • Track certifications with expiration alerts

How to Use

Accessing Profiles

  1. Navigate to the People section

  2. Click on any person's name to open their profile

  3. Hover over the ← People button in the top left hand corner to preview the People list and jump between profiles without returning to the main list.

Summary Panel

The left column shows a persistent summary visible regardless of which tab you're viewing:

Profile photo

Name and title

Company and industry tenure

Profile type

Add to project" button for quick assignment

Current assignments (up to 3 project chips plus an option to view more)

Availability status (next unassigned date or "Available now")

Assignments Tab

The Assignments tab shows all project assignments

  • View all current, upcoming and past assignments

  • Orange dot for "Issues" indicators show scheduling conflicts

  • Click the Issues indicator to see a popup with issue dates, contributing projects, and total assigned percentage (for Salaried profiles)

Details Tab

The Details tab combines employment, contact, and certification information:

  • Details section: Custom fields including the "Other" field for extended text

  • Employment Dates section: Start dates for company that fuel industry tenure

  • Contact Information section: Email, phone, and address

  • Certifications: Color-coded status (red for expired, orange for expiring soon)

  • Attachments section: Uploaded files and documents

  • Deactivate Person button (for users with permission)

All sections are collapsible and remember their state. Details, Employment Dates, and Contact Information expand by default; Certifications and Attachments start collapsed.

Notes and Activities

The right column provides collaboration and tracking tools:

  • Notes panel: Latest messages displayed bottom-up

  • Activity Log panel: Tracks changes and actions on the profile

Common Workflows

Quick assignment from profile: Open the person's profile, check their current assignments and availability in the Summary panel, then click "Add to project" to assign them.

Review certification status before assignment: Navigate to the Details tab, expand the Certifications section, and check for red (expired) or orange (expiring soon) indicators.

Investigate scheduling conflicts: Open the Assignments tab, look for orange Issues indicators, then click the indicator to see which projects and dates conflict, plus total assignment percentage.

Collaborate on workforce decisions: Add a note in the Notes panel to discuss assignments or concerns, click the reply icon next to a colleague's note to @ mention them, and check the Activity Log to see recent changes.

Common Questions

Q: How do I navigate between profiles without going back to the People list?

Hover over the ← People button at the top of any profile. A preview of the People list will appear, showing your current filters and search. Click any name to jump directly to that profile. The preview disappears when you move your mouse away.

Q: Why don't I see company or industry tenure in the Summary panel?

Tenure only displays if the corresponding start date has been entered. Navigate to the Details tab and expand Employment Dates to add this information.

Q: Can I edit profile information directly from the Summary panel?

You can edit the profile photo and name from the Summary panel by clicking on them. For all other information, navigate to the Details tab.

Q: Can I delete a person's profile?

Profiles cannot be deleted, but they can be deactivated. To deactivate a profile, open the person's profile, go to the Details tab, and click Deactivate Person.

To reactivate a profile, administrators can go to People Settings and select Deactivated People.

Q: How do I add a person?

A user will need the Add People permission. Go to the People tab, select either the List or Gantt view, and click the "Add Person" button. Fill in all required fields to complete the process.

Q: Can I import bulk updates to profiles?

Bulk importing via CSV isn't available as a self-serve option. To get it done, contact your Customer Success Manager through your company's administrator. They can handle the import for you.

Q: How do I edit a person's profile?

Navigate to the person's profile and open the Details tab. You can edit information like name and photo directly from the Summary panel, or update other details within the Details tab.

Q: How to add a termination date for an employee?

From a person's profile, click on details and add a termination date under the employment dates section. The user will not be available for active or upcoming projects, but will still appear in views until the profile is deactivated.

Q: How do I add non-project staff without affecting utilization rates?

For staff like executives or support personnel who you want to track on projects without affecting key metrics, consider adding a custom field instead of assigning them to a role. For example, you could create a field for VP or Project Accountant, allowing you to filter the projects list by that resource.