People > List/Gantt

Once a person has been added to Bridgit Bench, click on them to view their profile. From there edit any attribute as well as quickly view allocation issues that the person may have. Also, edit the person's Details, Employment, and Contact info.

Note: User access to information in a person's profile is determined by their permission group. Fields might also be marked as a "Hidden field" for privacy, which can be toggled on/off with View Confidential Fields. 

 

Table of Contents

• Editing a Person's Name & Title
• Assignments
• Issues
• Employment Dates
• Details
• Employment Dates
• Contact Information
• Time Off
• Certifications
• Attachments

 

Editing a Person's Name & Title

Select the    icon when hovering over a person's name to modify.

If a title is missing, this can be added through the People Settings by an Administrator. 

 

Other features include:

• Assignments
• Details
  • Employment Dates
  • Contact Information
  • Time Off
  • Certifications
  • Attachments
• Notes
• Activity Log 

 

Assignments

Under this tab, you can access a person's:

• Current, upcoming or pursuit projects
• Current, upcoming or pursuit project allocations
• Adjust/ Remove an allocation
• Adjust working days for hourly profiles
• Past projects

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.

Clicking on any colored project name tags will open a project-centric view.

Selecting the icon will adjust allocation start and end dates. Allocation percentages can also be adjusted the same way.

Allocations can be removed entirely by selecting the X icon.

Working days for hourly profiles can be adjusted by selecting the  icon in the Days column.

 

Issues

An Issue indicates that a person exceeds 100% allocation on a given day for an active or upcoming project. Learn more about resolving allocation issues here. 

 

 

Details

The option to deactivate a person is located under this tab. Learn more about deactivating people and reactivating people in Bridgit Bench.

The Details tab includes an expand panel that lists more information about that person including: Home Address, Cost Rate (hr), Employee ID, Group, Company Tenure and other custom fields. 

 

Employment Dates

Access hire and termination dates as well as a person's industry start date. See Employment Dates to learn more about these fields. 

 

Contact Information

Under this tab will be a person's contact info. 

 

Time Off

All time off requests, including past ones, are located here.

 

Certifications

Certifications earn by a person and setup in Settings are listed here.

 

Attachments

All profile attachments can be viewed and added here.