Profiles

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:

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