Every industry has jargon, short forms, or abbreviations that they use. For example, “PM” is commonly used for “Project Manager”. However, it might not be the best option when it comes to data in Bridgit Bench.
We recommend adopting one of two methods listed below to optimize tool performance:
Eliminate Abbreviations
Rather than using "Sr. PM", use "Senior Project Manager".
This reduces any risk of duplicates. For example, if an Administrator adds a Title of “Sr. PM” and another Administrator adds “Sr PM”, it creates two list options and your search results may get skewed. By using the full title, inconsistencies that can hinder results are removed.
Choose Consistent Abbreviations
Feel free to use abbreviations if needed, as long as there is consistency throughout your various lists and custom fields to ensure the project data is accurate.
Specifically, the Titles and Roles lists are two lists that need to be managed independently. For example, when looking to fill a role on a project, Bridgit Bench searches for all people who have a title that contains the role name. If your people have titles of “Sr. PM” and you’re looking to fill a “Senior Project Manager” role, no results show up unless you manually remove the filter on ‘title’ every time you fill a role.