The People section delivers a complete view of all the people to effectively manage the team and resources across all projects at any stage.
From here, track resources to optimize utilization and assign the best people based on accurate availability and shifting demands.
Table of Contents
- Add a New Person
- People > List
- People > Gantt
Add a New Person
The Add a Person icon is located in the bottom right corner of both the List and Gantt view. To add a new person, select the icon and complete the required information.
People > List
Filters in the People List
Search for an individual directly or any field associated with a person in the search bar, or apply filters like title and next availability to filter for specific groups.
The People List is synced with the People Gantt, meaning searching, sorting, and filtering from the People List carry over to the People Gantt, and vice versa.
Export Reports from the People List
Custom reports can be exported from the People List view – a full team list along with every custom People field added to your Bridgit Bench account. Easily customize which properties to be included in the report and export as a PDF or CSV file.
Add a Person to a Project
People can be added to projects from their profile in the Projects tab through the Add to Project button. The Add to Project modal will allow users to select roles, phases and allocations when assigning to a project.
This feature can also be accessed anywhere a person's profile can be selected. Including the People Gantt, Project List and Project Gantt tabs.
From the Add To Project modal, all unfilled roles within that project are viewable in the Add to an unfilled role dropdown menu. A person can be placed in that role regardless of their title.
Issues with Allocation
Issues are highlighted with an orange circle to point out any over-allocated team members. You can select the person that is highlighted to view and correct any over-allocation under the Issues tab.
Allocation start and end dates can be adjusted from the People Profile > Projects tab by selecting the icon.
Allocation percentages can also be adjusted the same way in the % column.
If an allocation issue can be resolved by removing someone from a project, this can be resolved by using the Remove from project button.
Adjust Working Days
Working days for hourly profiles can be adjusted by selecting the button.
People > Gantt
Filters in the People Gantt
Like the People List, search for an individual directly or any field associated with a person in the search bar, or apply filters like title and next availability to filter for specific groups.
The People Gantt is also synced with the People List and those settings will carry over to the People List.
People Gantt Settings
On top of filters, further customize the view by managing the Gantt Settings, a panel that can be found on the far right of the People Gantt.
Export Reports from the People Gantt
Bridgit Bench has the ability to print highly-visual, detailed reports directly from the People Gantt. Filters can be applied to narrow the focus to specific people and customize the properties included in the current view. The report can then be exported to download or print as a PDF or CSV file.
Share the People Gantt View
Bench users can quickly share their People Gantt view (including applied filters and settings) with other users. Enabling collaboration with others within Bench, ensuring everyone is viewing up-to-date and relevant information that can easily be updated.