Note: Only users with Administrator permission can modify Account Settings.

Settings > Projects

Table of Contents

• System Fields
• Custom Fields
• Roles
• Phases

 

System Fields

The default fields that appear under each project are called System Fields. Select the   icon to edit.

•  is a mandatory field.
• make a field private or visible.

 

Custom Fields

Additional custom fields can be added in this section. Custom fields can be one of the following field types:

• Text
• Single list selection
• Multi-list selection
• Date Selector
• Checkbox
• 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.

 

Manage Custom Fields Selection Lists

Edit any Lists created by adding items. Select the list then type in the Add a list item field on the right side, then Enter to confirm.

Remove items from the List Content by selecting X. 

 

Roles

Roles can be created and managed for the account in this tab.

In the Manage Roles section, Salaried and Hourly roles can be added, edited or removed.

The Salaried or Hourly module must be turned ON for the account to manage that roel type. To enable this feature for the account, please reach out to support@gobridgit.com

The Role Cost Rate Defaults section includes the roles from the Manage Roles section and field to input rates for the role type

• Up to 250 unique roles can be added. Role Notes can be used to help reduce the number of roles added to an account.  Users with Administrator permissions will be able to access and manage these features.

 

Role Templates

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

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.