Quickstart Guide
1) Signing into Your Company's Environment
Generally your company's Silverbucket login page is located in:
Once you are in the login page, use your username/email & password to login.
2) Add People and Projects
To start resourcing you need to have people and projects in Silverbucket. You can add both of these by clicking on either the People or Projects button in the main navigation bar (found in the top with a black background) and by selecting Add a person or Add a project.
The main navigation navigation bar is located in the top of every screen in Silverbucket
3) Create Your Project Team and Start Resourcing
You can find your newly created project by using the search function in the main navigation bar or by using the Project > Listing view. Once you have navigated to your Project's Dashboard you can start adding people (or unassigned roles) for your project by clicking the Add members to a Project button.
After the people (or "unassigned roles") are added to your project, you can start making allocations for them. One resourcing slot and the number inside the slot will always represent the chosen time and view mode on the resource grid.
You can change the time mode and view mode from the top right corner of the allocation grid, see screenshot below.
Once you have chosen the modes that suit your needs you can start resourcing by
- either using the quick editing feature by clicking on the resourcing slots directly
- or by clicking on the green grid icon found in the left which opens the resourcing grid
4) Making Resource Allocations for Unassigned Roles
Unassigned roles are useful when it is yet unknown who will perform the work but you know the amount of work needed for it.
To use this Unassigned Roles to the fullest you should create the desired roles in the system. Creating new roles is done in the admin panel: click the ellipsis icon (top right corner on the main navigation bar) and choose "admin". In the "Roles" tab you can start creating roles.
After you have created the desired roles you can use the same Add members to a project.. button and select the desired roles in the Select Role list.
5) Find a Free Resource and Get the 'Big Picture'
Best way to look for a free resource is the "People Overview" page which is found from People > Allocations. The graph shows you the capacity of the chosen filter group and below it you can find a list of people. This view offers two pieces of vital information: the total allocation situation in the organisation and the workloads of the people on an individual level.
Want to learn more?
If you are new with Silverbucket and testing it for the first time, our sales team is here to help you to get the best experience of Silverbucket. If you have questions or want a demo, please contact our sales:
tel. +358 40 680 6860
If you run into a technical problem, please contact our support team: