- People
-
Projects
- Projects > Listing & Projects > Allocations
- Project's Dashboard
- Project's Basic Information
- Project Numbers table
- Projects > Allocations Main Graph
- Progress Numbers
- Actions (Project's Dashboard)
- Membership Actions (Project's Dashboard)
- Project's Resourcing View
- Grouping in Project's Dashboard
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Resourcing
- Resourcing with 'Quick Edit'
- Resourcing with 'Grid View'
- Finding and Resourcing the Available & Suitable People for Your Projects
- Soft Booking
- Use Cases for Soft Booking
- Resourcing Log
- Allocation Notes
- Resourcing Requests
- In-Depth: Getting an Overview / Utilization Rate of a Specific Target
- In-Depth: Using the Utilization Range in Person Filters
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- Reports
- Timesheet
- Competencies
- Resourcing Intelligence
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SYNC View (admins of Silverbucket)
- Integrating Data with with Silverbucket's SYNC-view
- SYNC-View: Competency
- SYNC-View: Customers
- SYNC-View: Extended-customers
- SYNC-View: People
- SYNC-View: Extended-people
- SYNC-View: Projects
- SYNC-View: Extended-projects
- SYNC-View: Hour-integration (actual hours)
- SYNC-View: OrganizationNodes-integration
Resourcing Requests
Resourcing requests are a formal way of asking people for your projects. You can create resourcing requests in two different ways:
1) Requests > Add a Request
The rest are optional fields - note that you can also add competency requirements for your requests if you wish.
2) Allocations > Create a Resourcing Request
Create a resourcing plan for a project role:
Hover over the desired project role, click on the ellipsis icon and create your resourcing request based on the resourcing plan:
This will create a pre-filled resourcing request based on the project role's resourcing plan. In the opening make sure the details are correct and click Make a request.
Afterwards the request will be shown in the Requests > Listing view.
We can immediately see the changes in the Project's Dashboard, as well.
Afterwards the request will be shown in the Requests > Listing view.
We can immediately see the changes in the Project's Dashboard, as well.
Viewing All the Current Resourcing Requests
In the main navigation bar's Requests > Listing you can see and manage the list of requests. Acceptors can approve or reject the request and also update the resource plan by clicking Allocate request.
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