- People
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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
Project Role's Editing View
By hovering over a role in a project you can click the pen icon which opens an editing view for the corresponding role.
In the first tab you can edit the basic information regarding that role:
Role
Active / passive
Non-external / external
Hourly rate
Hourly rate multiplier, %
Hour budget (estimate)
Organization of the role
Which task the role is for
Note regarding the role
In the second tab you can configure the role's competency requirements.
In the first tab you can edit the basic information regarding that role:
Role
Active / passive
Non-external / external
Hourly rate
Hourly rate multiplier, %
Hour budget (estimate)
Organization of the role
Which task the role is for
Note regarding the role
In the second tab you can configure the role's competency requirements.
Role
Define which role is in question. If you allocate the role and later on need to change the role to something totally different, this would be the place.
Active
You can set if the role is active or passive for the project. If a role is set passive, the future allocations will be removed simultaneously. If you wish to re-activate a role, this would be the place.
External
Define if the role's work is internal or external work.
Hourly Rate
The default hourly rate estimated (=forecast price) for the corresponding role. The hourly rate can be inherited.
Hourly Rate Multiplier, %
You can use an hourly rate multiplier if necessary.
Hour Budget
You can budget the amount of hours needed for this role in the project. This value is used in some of Silverbucket's role based calculations, like in grid view and information modes.
Organization
Allows you to set an organization for your role. This can be used to filter roles based on their organizations, for example.
Task
You can select the task which the role is intended for. Managing tasks can be done in the project's tasks view found in the Project's Dashboard. You can also group by roles with this information.
Note
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