Project -> Planning (view)

Project -> Planning (view)

Main view with all projects

Projects -> PLANNING is your go-to place when viewing multiple projects at once. Remember to use the  filtering  to only show projects relevant to you.

The data is shown both in a graph mode which you can use with different grouping options:
  • Allocation type
  • Projects
  • Customers
Below the graph you have all the resourcing done for projects in Silverbucket in your desired  viewing preferences . By default an individual project's resourcing plan is collapsed: it can be expanded by clicking the chevron icon just next to the name.


Collapsed resourcing view

In the collapsed view, singular projects' resourcing slots are colored with shades of white and green. In this view, Silverbucket checks for the highest valued slot and opaques the rest of the slots in correlation to the highest resourced slot:
  • A dark green slot is the most resourced slot
  • A fully white slot is the least resourced slot
  • Grey slots have no resourcing

Similarly, the total row in the top shows values in shades of white and blue
  • Dark blue is the most resourced total slot
  • A fully white slot is the least resourced total slot
  • Grey slots are slots with no resourcing

This coloring gives you a quick glance on the approximate resourcing situations for projects; like a heatmap.


Detailed resourcing view

You can view projects in a more detailed manner by clicking the chevron icon next to it. Once clicked, you are shown more detailed resourcing values - based on the selected view mode:
The coloring is based on the slot's resourcing value. The coloring is the same as in the previous version of Silverbucket: from light yellow to dark red with green color as the sweet 100% spot. Grey color means that there is no resourcing at all in that slot.

The resourcing slots also include a small line in the bottom of the slot if the person is resourced for any other project for the same time slot: shades of green mean that the person is not over-resourced and all is well, while red color means that the person's capacity is exceeded and you should re-consider the resourcing plans for that person.


Detailed information numbers

Click the calculator icon to see more information regarding the memberships when looking at a specific project:
Note: calculations might show N/A if that value can't explicitly be shown for that row; try out the different grouping options above ("Group by: *") if you are seeing N/A values.

EUR / HOURS = Hourly rate; can be adjusted in the  Edit Project Membership  modal
ACTUALS HOURS = Past actual hours registered
PLANNED HOURS = Resourced hours in the future
ACTUALS + PLANNED = Actual hours from the past + resourced hours from the future
MEMBERSHIP BUDGET = Value from "HOUR BUDGET" in the  Edit Project Membership  modal
MEMBERSHIP DEVIATION = Membership budget - (actual hours + planned hours)
TASK BUDGET = Value from the task's "HOUR BUDGET"; only visible in single project view
TASK DEVIATION = Task budget - (actual hours + planned hours)
PROJECT BUDGET = "OWN HOURS" + "EXT.HOURS" entered in the budget view
PROJECT DEVIATION = Project budget - (actual hours + planned hours)


Single project view

If you are viewing just one single project, you also have two other features in this view:

Budgets

To insert budgets for a project, click on the editing icon located top-right of the donut view. This opens up a view in which you can edit the values for multiple different budgets:


Progress numbers

These are explained further in here:  Progress numbers