Resourcing with Grid View
Silverbucket allows you to resource in two ways:
- The Grid View - allows you to dive a little deeper into the resourcing.
The Grid View contains multiple useful tools for advanced resourcing.
Resourcing Situation (2)
Resourcing log (3)
Resourcing Numbers (4)
Grid Scale & Save Changes / Move Overflow (5)
Resourcing Situation
Light blue area (A) = Resourcing made for this project
Red area (B) = Resourcing made for other projects. Also known as burn-down.
Dark blue area (C) = Your selected resourcing slots.
Blue & Red area combined (D) = Resourcing situation overlapping between multiple projects
The red line (E) indicates the actual hours registered for the project by the person
Overall allocations above the grid view (black rounded square)
= total resourcing for this project
Overall allocations below (teal rounded square)
= total resourcing for all projects for the person
Resourcing Log
Soon to be fully replaced by Activity Feed.
Resourcing Numbers
Resourcing Numbers -card opens as the grid icon is clicked. This view calculates basic numbers:
Realized hours = actual hours registered for the project by the person
Future allocations = allocations created for the future
Total hour forecast = visualized bar of the "Budget - Total hours" calculation
Budget can be adjusted by hovering over the role, clicking on the appearing pen icon and adjusting the value in "Hour Budget".
Grid Scale & Save Changes / Move Overflow
Clicking the 'Grid Scale' you get a drop down list that allows you to adjust the Y-axis to suit your needs.
Clicking 'Save Changes' saves the resourcing made in the grid (highlighted as dark blue area).
Next to the 'Save Changes' we have a chevron icon that offers two specialized tools for resourcing:
Move overflow to project member & Move overflow to resource
Both of these work in a similar manner with one slight difference: 'Move overflow to project member' allows you to choose from the members already added to a project, whereas 'Move overflow to resource' allows you to add brand a new role to the project.
Overflow in the grid view means all the areas, that have blue and red color on top of each other - so basically every time slot, that has over-resourcing situation between this project and other projects. In our test scenario below, we have only one week that is over-resourced; week #51:
To use the overflow functionalities, we need to identify which time slots we want to move overflow from; in this scenario, only week #51. Identifying is done by highlighting any grid slot from the corresponding time slot; clicking the slot under the red line is common practice here.
After we have chosen the week we wish the move overflow from, the 'Save Changes' button activates. As we navigate our way to the chevron next to it and choose either of the overflow options, we get to decide how the overflow should be handled.
In this scenario we wish to move the overflowing hours to the unassigned project role called 'Project Member'. As we have already added this role to the project (found top of the screenshots) we should choose the option "Move overflow to project member".
As we choose the option "Project member - [1234] Internal Growth" (highlighted in orange) we can immediately see the resourcing situation even out for the project.
Only saved overflow hours can be moved from one resource to another.