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Projects

Bridge Admin Portal – Bridge Services LLC

Overview

The Projects page provides a detailed view of all construction and management projects under Bridge Services LLC. It is used to monitor progress, assign personnel, and manage documentation.

Features

1. Project List

Displays all active and archived projects with key metrics:

  • Project Name
  • Tenant
  • Status (Active/Completed/On Hold)
  • Start and End Dates
  • Assigned Personnel

Selecting a project opens its detailed page with additional controls.

2. Creating a Project – Full Workflow

To create a new project in the Bridge Admin Portal:

Step 1 – Navigate to the Project Creation Page

  1. NavigateGo to Projects >in the left sidebar.
Click New Project (or Create Project). You will arrive at the Create Project page:
    Title: Create Project Subtitle: Add a new project to your workspace Buttons: Cancel | Create Project

    Step 2 – Fill Out Project Details (Project Basics)

    This is the first setup step, shown on the left panel under Project Basics.

    Field Description Project Name * Required. Use a clear, descriptive job name (e.g., “Icicle Villas Phase 2”). Type * Required. Choose the project category (Commercial, Residential, General, etc.). Color * Used for visual identification in the project list & calendars. Description Optional. Provide scope, notes, or key objectives. Parent Project Optional. Use this to create sub-projects or project hierarchies.

    Once complete, click Next or select Project Location in the setup panel.

    Step 3 – Project Location

    This step allows you to define the job site:

      Enter a physical address. Use the map tool to drop a pin or draw a boundary. The boundary is used for features like time clock geofencing and location-based reporting.

      Tip: If the same location is used repeatedly (e.g., multiple buildings on one site), use the same boundary for consistency.

      Step 4 – Timeline

      Define the project schedule:

      Field Description Start Date When work should begin. End Date Optional — useful for scheduling & billing periods. Milestones (optional) Some configurations allow setting internal milestones or phases.

      These values are used for reporting, billing periods, and forecasting.

      Step 5 – Billing & Financials

      This governs how the project will be billed and tracked.

      Setting Purpose Billing Method Hourly, fixed price, bid-based, time & materials, etc. Default Rates Set costs for labor/materials if needed. Cost Codes / Job Codes Useful for payroll & invoice itemization. Notes / PO / References Store important financial metadata.

      Step 6 – Access (Project Team Setup)

      Control who has access to the project:

        Search for users to assign. Assign each user a Project Role (Member, Leader, Foreman, custom roles, etc.). Roles determine what the user can see & do. If a user does not exist yet, you may invite them from this screen.

        Each project can have different roles per user — one person may be “Leader” in one project, and “Member” in another.

        Step 7 – Finalize

        Before creating the project:

          Review all steps using the panel on the right. Make changes by clicking any section. When ready, click Create Project.

          Once saved:

            The project appears in the Projects list. Assigned users gain access immediately. Time Clock and Billing modules become available.

            Project Creation Summary

            Phase Purpose Project Basics Name, type, description, hierarchy Location Address and boundary setup Timeline Start/end dates and milestones Billing Financial settings Access Team and permissions Create Project Finalize the setup

            This structure ensures projects are configured consistently across tenants and teams — improving tracking, billing accuracy, and field operations.

            3. Managing Projects

            • Use filters to sort projects by tenant or completion status.
            • Click a project to view associated documents and time entries.
            • Admins can archive or delete inactive projects.

            Common Workflows

            Track Progress

            1. Open the project dashboard.
            2. Review uploaded documents and time logs.
            3. Adjust milestones or notes as work progresses.

            Assign Personnel

            1. Select a project.
            2. Use the Team tab to add or remove users.
            3. Changes take effect immediately across the Bridge system.

            Tips

            • Keep project details updated for accurate reporting.
            • Use consistent naming conventions to simplify searches.

            Last Updated: November 12, 2025 (Managed by Bridge Platform Administration Team)

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