The People section delivers a complete view of all the people in your organization and allows you to effectively manage your team and resources across all your projects at any stage.
From here, you can track your 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, simply click this icon and fill in the required information.
People > List
Filters in the People List
You can 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 isolate specific groups you want to focus on.
The People List is synced with your People Gantt, meaning you can search, sort, and filter from the People List and have those settings carry over to your People Gantt, and vice versa.
Export Reports from the People List
You also have the ability to export custom reports from the People List view – full talent along with every custom People field that you’ve added to your Bridgit Bench account. Easily customize which properties you want included in your report and quickly export as a PDF or CSV file.
Issues with Allocation
Issues are highlighted with an orange circle to point out any over-allocated resources. You can select the person that is highlighted to view and rectify any over-allocation under the Issues tab.
People > Gantt
Filters in the People Gantt
Like the People List, you can also 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 isolate specific groups you want to focus on.
The People Gantt is also synced with your People List, meaning you can search, sort, and filter from the People Gantt and have those settings carry over to your People List, and vice versa.
People Gantt Settings
On top of filters, you can further customize your 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 gives you the ability to print highly-visual, detailed reports directly from the People Gantt. You can apply filters to narrow your focus to specific people and customize what properties you want to view and include. From there you can export 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. This provides the opportunity to collaborate with others within Bench, ensuring everyone is viewing up-to-date and relevant information that can easily be updated vs. a static, potentially out-of-date PDF report.