Note: Only users with Administrator permission can modify Account Settings.
Settings > Projects
Projects Settings can be accessed at any time by clicking on the gear icon on the left side of your screen.
The Settings section is broken up into three tabs. This guide looks into the Projects Settings section.
Table of Contents
System Fields
The default fields that appear under each project are called system fields. Click the pencil icon to edit a field.
- The blue star
denotes a mandatory field. - The eye icon
indicates a field is visible or private.
Custom Fields
This is where you can add additional custom fields. Click the pencil icon to edit a field.
- The blue star denotes a mandatory field.
- The eye icon indicates a field is visible or private.
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.
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
This is where you would define the roles you wish to make available with your organization for Bridgit Bench. There are five default roles (which you can fully edit) and you can easily customize them by adding additional roles as required.
- You can add up to 150 unique roles. Role Notes can be used to help reduce the number of roles added to an account.
Role Templates
You can 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 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.
