Note: Only users with Administrator permission can modify Account Settings.
Settings > Projects
Projects Settings can be accessed by selecting the Settings button on the main navigation bar.
The Settings section is broken up into four tabs.
Table of Contents
The default fields that appear under each project are called system fields. Click the icon to edit a field.
- is a mandatory field.
- if a field is visible or private.
Additional custom fields can be added in this section. Custom fields can be one of the following field types:
- Single list selection
- Multi-list selection
- Date selector
- Phone number
- $ Value
Note: Custom fields that start with phase names + "start" or "end" (ie. "Preconstruction Start" or "Precon Start" when the phase is titled "Preconstruction") can't be created. This rule is in place to avoid potential confusion caused by duplicate project-related columns under List views.
In the following example there are three custom fields already created:
Manage Custom Selection Lists
From here you can edit any Selection Lists you have created by adding/removing items. In the example below, we are modifying the Build type list and adding an item called "Single family home".
Roles can be created and managed for the account in this tab. There are five default salaried roles (which can be edited) and additional roles can be added. Hourly roles have no defaults and an Hourly Role Cost Rate field in the Default Role Values section.
- Up to 150 unique roles can be added. Role Notes can be used to help reduce the number of roles added to an account.
Create Role Templates to speed up the process of adding roles to a project. This will help reduce the steps needed when adding many roles to a project in Bridgit Bench.
Phases and sub-phases can be created in Bridgit Bench to help outline different stages of a construction project. Phases can also be used if a job is paused while construction is underway.