Mobile Functionality

Get insights into the workforce, track projects, and put the right people on the job with the Bridgit Bench application for iOS and Android devices.

 

Table of Contents

• Add Projects
• Add Roles
• Delete Roles
• Place a Person in a Role
• Remove a Person from a Role
• Edit Role and Allocations
• Add People
• Enlarge Profile Photos

 

Add Projects

Users with project-write permission can create new projects on the Bridgit Bench mobile app. Any missing fields can be added via the Project Settings on the web portal.

1. While on the Projects tab, select the + icon.
2. Fill out the required fields and select Next.
   • Project names can be up to 200 characters long.
3. Enter project a Start Date and End Date. Select Save to finish adding the project.
   • Phases can be added but are optional.

 

Add Roles

1. With a project in context, select the Add a Role button.
2. Select between Salaried or Hourly roles. (Hourly will be available if this feature has been enabled for the account)
3. In the Add Role window, press Select a Role.
4. Select a role and customize the following:
   • Start/End Dates
   • Description
   • Allocation Percentage
   • Copies of the role (max. 99 copies)
5. Select Add to confirm. 

 

Delete Roles

1. With a project in context, select the requested role.
2. In the role window, select Edit. In the Edit Role and Allocations window:
   • Selecting a role that is unfilled takes you to the Place a Person window. From here, select Edit to go to the Edit Role and Allocations window.
3. Select Delete Role. If the role is filled, a warning message appears.
4. Select Delete to proceed or cancel to withdraw. 

 

Place a Person in a Role

1. With a project in context, select the requested unfilled role.
2. Select a person from the list.
   • The list of people defaults to the selected role. This list can be further filtered by applying additional filters or using the search bar.
3. Select Save to confirm.

 

Remove a Person from a Role

1. With a project in context, select the requested role.
2. In the Role window, tap Edit, which move into the Edit Role and Allocations window.
3. Select the orange X beside the person's name. If the role is filled, a warning message appears.
4. Select Remove to proceed or cancel to withdraw. 

 

Edit Role and Allocations

1. Select an existing role.
2. On the role window, tap Edit, which takes you to the Edit Role and Allocations window.
   • Selecting a role that is unfilled navigates directly to the Edit Role and Allocations window.
3. Modify a Role's Start/End Dates and Allocation Percentage. The Allocation itself can also be edited, including removing the person and updating Start/End Dates. 

 

Add People

Users with Manage People permission can add new people on the Bridgit Bench mobile app. Any missing fields can be added via the People Settings on the web portal.

1. While on the People tab, click the + icon.
2. Fill out the required fields. Click Save to proceed.

 

Enlarge Profile Photos

Profile photos can only be added with the Bridgit Bench web portal.

You can click on a person's profile picture to enlarge it: