Settings > Account > Groups
Groups in Bridgit Bench help centralize the entire organization’s workforce strategy in one tool. Categorize every person and project into a specific group and have each group represent a different office, region, or even division.
Groups can store all your data in one place with the flexibility to organize, segment, and filter your people and projects by office or region.
That means different offices can focus on their own planning, but also share winning strategies, best practices, and even available resources.
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Located in the account settings, account Administrators can create and edit a list of Groups. These Groups can be different offices, regions, or even different divisions or departments.
There’s no limit to the types of Groups that can be created. Since Groups are one property that applies to both people and projects, we recommend deciding the most important way to segment data and starting there.
For enterprise GCs, that could mean grouping data by office or region. For small to mid-size GCs, data can be grouped by division or department.
Once a list of Groups has been established, any Bench user with permission to manage people or projects can assign one or multiple Groups to their people and projects.
Have a Project Manager who can work on projects out of multiple offices? Add each office Group to their profile. That way each office has visibility on their availability to take on a new project role.\
Once Groups have been added to projects and people, Bridgit Bench will do the work when it comes to allocating people. When placing people into unfilled roles, a Group filtering section that will automatically filter for people who belong to the same Group(s) as the project:
When tracking multiple offices/regions in Bench using our Groups filter, the button in the Group filter section of the Place-A-Person modal can be used to apply an additional filter if no one is available in the Group that is already selected.
The Group field can be viewed by selecting a person or project and opening the Details tab:
Also, access a "Group" column in People and Projects Lists:
Groups and Global Filters
Groups also come with the ability to apply global filters across your entire account.
What is a global filter? Think of it like this - having multiple offices, but only wanting to see the San Francisco office across every section of Bench, including the Gantt views, Quick Assign, and Forecasting Dashboard. That’s what global filters are for. Select the specific Group (or Groups) from the secondary navigation bar and apply the global filter.
For organizations with multiple offices, global filters mean every office can keep its workforce data in one place without being overwhelmed by unnecessary information.
For executives and leaders who want a bird’s eye view of the entire company, global filters also mean being able to zoom out and view every region or office by consolidating project and people data from across the organization.
How to Enable Groups
The Groups feature must be toggled on by our Account Management team. You can also contact Bridgit Support (firstname.lastname@example.org).