Projects
The Projects section delivers a complete view of all open projects and allows to effectively manage teams and resources across all projects at any stage.
From here, track your resources to optimize utilization, and assign the best people based on accurate availability and shifting demands.
Table of Contents
- Projects > List
- Projects > Gantt
Projects > List
Filtering Tools
Utilize the following tools to further filter what is displayed:
- Add Filter - select from System and Custom fields
- Status
- Roles
- Active Phase
- View Columns
- Groups
Tip: Columns in the List view can be re-ordered by dragging and dropping the column headers to the desired locations.
Learn more about filtering project data with Filtering the Projects List and Gantt.
Adding Roles to a Project
Roles can be added to a project by navigating to Projects > List > [select the desired project] > Operations.
- Select the Add Role button to create a new role.
- The Copy from another project option from the dropdown menu will allow roles to be copied over from an existing project.
All existing projects that have roles added will be available in the Copy Roles drop-down list.
- Saving a selection will copy all the roles from the selected project to the new project in edit mode
- All role names and standard allocations will be copied over
- Any role with a custom allocation % will update to a default of 100%
- All roles will inherit the project start and end dates
- All role notes will be cleared
Another option is to Use Template. Role Templates are created by Administrators that will allow a group of specific roles to be added to a project.
To duplicate a role that has already been created, select the icon then Duplicate role. This will duplicate the role including:
- Role Name
- Role Note
- Quick Option selection
- Start Date
- End Date
- Allocation %
Roles for Hire
A "Hire" tag can be added to roles created that require an external hire. Roles for hire can be added by Admins or any user with the "Manage Roles for Hire" permission. The "Hire" tag can also be added from the Gantt view. Users can enable notifications when a role is added to a project in Settings.
Unfilled Role Notifications
Select the notification icon to receive an email notification whenever a new unfilled role is added to a project by another user.
New role notifications can be enabled for all projects by navigating to the User Profile Settings.
Role Cost
View the total cost for a role by selecting the expand icon on the right. The View Financial Fields permission must be active for the user's account and View confidential fields toggled ON along the main navigation bar.
Split Roles
Roles that have one or more assigned people, an unfilled segment or a 0% allocation within the role dates will be shown as a solid bar if filled and a striped bar if unfilled.
Having more than four assignees or unfilled sections will be shown as an expandable avatar that can be selected to view the details. Hovering over the + icon will display the number of unfilled periods for that role.
Add Categories to a Project
Categories can be utilized for various purposes such as scope of work (ex: concrete, structure, MEP), locations/areas, buildings, floors, etc.
Roles on a project can be grouped into categories using the Add Category feature. Up to 100 categories can be added per project. Edit categories by selecting the icon
To enable this feature for the account, please reach out to support@gobridgit.com
To add roles to a category, select the role (Salaried or Hourly checkboxes) then select Edit Category and Save once a category selection is made. New categories can be made during this step by entering a new category name in the window. This will save all selected roles under the new category.
Role Status Filters
Roles can be displayed on projects to see upcoming, current, or past roles with the Role Status Filter.
Place a Person in a Role
Once roles have been added to a project, Smart Suggestions will help ensure the best people are selected for the role. This can be managed from the Projects List.
Details
View, add and edit the details entered when the project was added. Budget will be used in the calculations for the Spend tab.
The Groups field can also be found under the Details tab. For more info on this feature see Groups.
The Project Description field allows up to 2400 character entries for more detailed summaries.
Dates
View, add, or edit start/end dates and phases or shift the project entirely. View more details about Edit Project & Phase Dates here.
Spend
View the resource costs related to the project including people, hours, and budget. View more details here in the Spend Report.
Projects > Gantt
Gantt Settings
The Gantt Settings is a collapsible panel that can be found on the far right of the Project Gantt. The Gantt Settings can be used to filter required roles and customize the Project Gantt view. Learn more about Managing Gantt Settings here!
Navigating Projects
A project panel will appear when selecting the project bar. This panel will allow users to view and edit project details.
Project names with more than 20 characters can be expanded by selecting the icon to display names up to 50 characters.
Customize the Projects column using the icon to expand or collapse the roles for a project. The
icon will expand or collapse all project roles. Roles must be toggled ON in Gantt Settings first.
Adding Roles to a Project
Adding new roles to a project can be done at any time. Select here for steps on how to do so.
Place a Person in a Role
Fill an unfilled role by selecting the bar to launch Smart Suggestions, which can be managed from the Projects Gantt.
Send An Assignment Alert
Send a notification with Assignment Alerts by selecting a person's Gantt bar, then Send Alert.
Custom Allocations
Allocations can be customized when there is limited availability on a project.
Learn more about creating custom allocations here!