The Place a Person tool is available to help ensure the best people are selected for a role and project. Bridgit Bench provides suggestions for the best people to fill a role based on past project experience.
Projects List
- In the Operations tab, select
to open the Place a Person modal.
- Select the best person for a role. Use the search bar or apply additional filters if the required person doesn't appear.
- Select Place person to confirm.
Projects Gantt
- Select the Unfilled Gantt bar to open the Place a Person modal from the Project Gantt view.
- Select the best person for a role. Use the search bar or apply additional filters if the required person doesn't appear.
- Select Place person to confirm.
People that have an orange circle beside their Time Availability, indicates that a person does not have the required allocation % available for the role. People with no potential allocation availability conflicts are assigned a green circle.
Selecting the grey section of the time availability bar provides a window detailing the allocation for that segment.
Filtering
When looking for a person to place on a project, filter your list by all useful people fields such as Region and Certifications by selecting Add Filters.
After selecting Add Filters, the modal will change and active filters can be added, edited or reset. Current active filter selections can be edited by selecting the drop-down bar. Select the icon to remove any active filters or Reset Filters to restore the previous filters when the modal was launched.