Managing Projects

Bridgit allows you to create, organize, and track all aspects of your projects from initial pursuit through completion. The Projects section provides both list and gantt views to visualize project timelines, manage project details, track phases, and monitor team assignments across your entire project portfolio.

Key capabilities:

• Create and track both awarded projects and opportunities in pursuit

• Organize projects with custom fields, phases, and types

• View project timelines and staffing in interactive gantt charts

• Manage project dates with shift and extend functionality

• Track project budgets and compare against planned costs

Eligibility/Prerequisites

Permissions required:

• View Projects: Access to view all project information, including roles and dates

• Edit Projects: Ability to modify project details and dates

• Manage Roles: Required to add, edit, or delete roles on projects

• Edit Projects + Manage Roles: Full project management capabilities

Some features require specific modules to be enabled in your account. Check with your administrator if you don't see expected functionality.

How to Use

Accessing Projects

Navigate to the Projects tab in the main navigation. Toggle between List and Gantt views using the tabs in the top left.

Adding a New Project

1. Click the green Add project button in the top right corner

2. Select whether the project is Awarded or Opportunity (pursuit)

3. Fill in required fields including project name

4. Click Next to proceed to date and phase configuration

5. Enter a Start Date and End Date (or start date and duration)

6. Add or modify Phases if your account uses phases

7. Click Add Project to create

Project Profile Overview

Click any project name to open its full profile, which contains the following tabs:

Precon Tab

Manage preconstruction tasks and workflows (if the precon module is enabled). See

📄 Preconarticle for detailed guidance.

Operations/Roles Tab

View and manage all roles and assignments on the project. If you are using the precon module, this tab will be called Operations.

Details Tab

View and edit project information including:

• Project description (up to 2400 characters)

• Project budget (used in Budget vs. Planned Cost calculations)

• Groups assignment

• Project color

• Custom fields

Team Tab

View the collective experience of all resources currently assigned to the project. Click View Report to review and download the collaboration history showing which team members have worked together previously.

Spend Tab

View the Project Spend Report which summarizes the planned work on a project over time for your workforce. The data can be broken down into different units including Hours, Cost, and Roles.

Managing Project Dates

The project dates can be managed from the right hand panel. To quickly jump to the dates section, simply click the overarching timeline at the top of the project.

Shifting an Entire Project

Use Shift Project when you need to move all project dates by the same amount:

1. Open the project and navigate to the Dates panel.

2. Click Shift Project

3. Enter the new start date

4. Click Save and review the impact warning

5. Click Confirm to proceed

All project components (phases, roles, allocations) will shift by the same number of days.

Editing Project Start or End Dates

1. Navigate to the Dates panel

2. Click the date and enter the new date or use the calendar picker

3. Click Save

4. Review the confirmation modal showing impacted phases and roles

5. Select which phases and roles should extend to match the new dates

6. Click Confirm changes

Managing Phases

To add a phase:

1. Navigate to the Dates panel

2. Click Add phase

3. Select the phase name from the preset dropdown list and enter dates

4. Click Save

Phases must be configured in the Settings by an Administrator prior to being an option to add to a project.

To edit a phase date:

1. Click into the date

2. Select a start date and end date (or enter a duration), then click Save.

3. Review the impact on the project timeline and roles

4. Confirm your changes

All phases dates must fit within the overall project dates.

To delete a phase:

1. Click the X icon next to the phase

2. Confirm the deletion

Deleting a phase does not affect project dates or remaining phases. People assigned to roles within the deleted phase remain on the project.

Additional Project Features

Project Actions

In the top right of any project profile:

• Toggle between Awarded and Opportunity project types

• Click the bell icon to receive notifications when new roles are created

• Click the three dots menu to Delete, Cancel, or mark the project as Lost

Available People Panel

Quickly assign resources to unfilled roles:

1. Click Available People in the right panel

2. Search by title or name

3. Click next to the person's photo and drag them to an unfilled role, or drop them at the top of the project to create a new role for them.

4. Click Save

Notes and Activities

The right column provides collaboration and tracking tools:

• Notes panel: Latest messages displayed bottom-up (like Teams and Slack)

• Reply icon next to other users' notes creates an @ mention in your response

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

Budget vs. Planned Cost

View this feature in the project profile's right panel to compare your budgeted labor amount against planned costs. Update budgets by clicking the pencil icon or plus button, or edit in the Details tab.

Common Workflows

Creating a new opportunity and converting to awarded: Add a project as an Opportunity during the pursuit phase. When you win the project, open the project profile and toggle the type to Awarded in the top right.

Pushing back a project start date: Use the Shift Project feature in the Dates tab. Review the confirmation modal to see how phases and roles will be affected, then confirm the change.

Building out a project team: Navigate to the Operations/Roles tab and add all required roles. Use the Available People panel or click into each unfilled role to assign team members. Monitor the Team tab to ensure appropriate experience coverage.

Tracking project costs against budget: Enter your project budget in the Details tab. Ensure cost rates are configured for all roles. Monitor the Budget vs. Planned Cost panel and review the Spend tab for detailed cost breakdowns.

Managing project phases: Set up phases during project creation or add them later in the Dates tab. When adding roles, use the Quick Dates option to automatically align role dates with phase dates.

Common Questions