Smart Suggestions 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 project's Operations tab, select + Place person to launch Smart Suggestions.
- Select the best person for a role. Use the search bar or apply additional filters if the required person doesn't appear.
- Select Save to confirm.
Team members selected to fill a role can be notified in the modal by selecting Save & Alert.
Projects Gantt
- Select the Unfilled - role Gantt bar to launch Smart Suggestions 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 Save or Save & Alert to confirm.
People with an orange circle beside their Time Availability indicate they do 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 using people fields 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 filter name under "Distance from project". Select the X icon to remove any active filters or Reset Filters to restore the previous filters when Smart Suggestions was launched.