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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. Itmodule is usedwhere toyou monitorcreate, progress, assign personnel,organize, and manage documentation.project work for the selected tenant (e.g., AUSTIN DURHAM (PERSONAL)). You can view current projects, create new projects, and manage access, documents, and settings for each project.

Features

1. ProjectProjects List

DisplaysWhen allyou activeopen andProjects, archivedyou’ll projectssee witha keylist metrics:view with:

  • ProjectTabs: NameActive / Deleted (to switch between live projects and deleted ones)
  • TenantSearch: a search box (Search projects…)
  • Columns: Project name, Type, Status (Active/Completed/On Hold)
Start and End Dates Assigned Personnel

Filtering & Searching

    Use the Active / Deleted tabs to switch between project groups. Use Search projects… to filter by project name.

    Opening a Project

    SelectingClick a project opensname (e.g., Project A) to open its detailedproject page with additional controls.view.

    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. Go to Projects in the left sidebar..
    2. 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.

              what’s configured and where work needs to happen.

              3.Project ManagingDocuments

              Projects

              The Documents tab lets you manage project files and folders.

              Common tools:

                Grid / List view toggle Folder navigation (e.g., Home) Actions menu (for uploads/folder creation, depending on permissions) Open Trash to view deleted documents/folders

                If the folder is empty, you’ll see guidance to upload files or create a new folder.

                Project Settings

                Project settings is where you edit identity and manage access.

                Details (Identity)

                You can edit:

                  Project Name Project Color Parent Project Description

                  Typical buttons include:

                    Reset Save Details

                    Note: Project Type may be read-only (depends on your configuration).

                    Access (Assignments)

                    Access includes:

                      Adding organizations (inherited access) Adding users (direct access)

                      Assignments let you review direct assignments, inherited organization access, and effective access sources in one view.

                      Best Practices

                      • Name consistently: Use filtersa naming convention (job number + short description) to sortkeep search results clean.
                      Use parent projects byintentionally: tenantOnly create sub-projects if it improves reporting or completionaccess status.clarity. ClickReview aaccess projectregularly: to view associated documents and time entries. Admins can archive or delete inactive projects.

                      Common Workflows

                      Track Progress

                        OpenUse the project dashboard.dashboard’s Review uploaded documentscounts and timequick logs. Adjust milestones or notes as work progresses.

                        Assign Personnel

                          Select a project. Use the Team tabactions to addspot ormissing removeaccess, users.missing Changesdocuments, takeand effectempty immediately across the Bridge system.

                          Tips

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

                            Last Updated: NovemberJune 12,10, 20252026 (Managed by Bridge Platform Administration Team)

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