The Roles page displays all unfilled project roles on the left and all available people on the right.
People are divided into Salaried and Hourly profiles and sorted by idle time over the next year, meaning the longer they are on the bench, the higher they are on the list. This helps to identify underutilized team members on one side, and quickly find them a project on the other.
Drag and Drop / Assign
In the Salaried tab, drag a team member onto an unfilled salaried project role, then select Save. That allocation will be reflected throughout Bridgit Bench.
In the Hourly tab, unfilled roles can be filled by selecting the + icon under the "Assign" column. This will open the Place A Person modal.
People and Project Filters
Similar to the People and Project views, the Roles page can be filtered by People, Project and Group fields.
Saved Filters can be shared by selecting the checkbox and Save & share when creating a new saved filter or editing an existing filter.
Click on the download icon in the Unfilled Roles section to create a CSV report of all the unfilled roles.