Projects Planning

Projects Planning view is your go-to place when viewing multiple projects at once. You can user the  filtering⁠  to only show projects relevant to you.
All the filtered projects are listed on the left side of the screen. By default, individual project's resourcing plan is collapsed but it can be expanded by clicking the chevron icon just right of the name.


Progress Numbers

HOURS

HOUR BUDGET = total value of Hourly Budget set in 'Show raw data table'
REALIZED HOURS = Sum of actual hours registered for the project. Same value is also found in the realizations row (hour) in Project Numbers table.
FUTURE ALLOCATIONS = sum of all the future allocations, starting from the current day.


EXPENSES

EXPENSE BUDGET = total value of monthly expenses set in 'Show raw data table'
REALIZED EXPENSES = sum of all the expenses for the project. Both past and future fixed expenses are taken into account: past actual hours * persons' cost price +  fixed expenses (amount * unit price)
FUTURE EXPENSES = sum of future allocated hours * cost price. Cost price can come from a person or from a role.
AVAILABLE BUDGET = Expense budget - Realized expenses - future expenses


INCOME

INCOME BUDGET = total value of Income Budget set in the 'Show raw data table'
REALIZED INCOME = sum of invoiced realizations and invoiced payment positions. Same value as Invoiced row in the Show raw data table.
FUTURE INCOME = Uninvoiced + Payment positions in the Show raw data table.
If Invoicing type is 'Fixed' -> future income = sum of payment positions.
If Invoicing type is 'Price ceiling' or 'Time and material' -> future income = (future allocations * project role's hourly rate) + (uninvoiced past actual hours * hourly rate) + (sum of uninvoiced payment positions)


Buttons, modes and icons

  • Left arrow moves you back in time in the resourcing section
  • Home icon brings you to current date
  • Calendar icon allows you to select a specific date
  • Right arrow moves you forward in time


  • NO GROUPING / USER / ROLE / TASK dictates how the data is grouped in the view
  • With TASK selection a pie icon is visualised next to the rows
  • Calculation: actual hours registered for the task / Task's budget
  • CONFIRMED / TENTATIVE dictates which resourcing universe is shown
  • Time modes: DAY / WEEK / MONTH / QUARTER
  • View modes: HOURS / RELATIVE
  • Solid slot = Viewing confirmed resourcing
  • Slot symbolized with an "envelope" = Viewing confirmed resourcing but the slot also has tentative resourcing
  • Slot symbolized with a "diameter" = Viewing tentative resourcing but the slot also has confirmed resourcing


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 are slots with 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, sort of 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 good, 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 project roles:

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 / HOUR = Hourly rate; can be adjusted in the  Edit Project Role⁠  modal
ACTUALS HOUR = Past actual hours registered
PLANNED HOUR = Resourced hours in the future
ACTUALS + PLANNED = Actual hours from the past + resourced hours from the future
BUDGET HOUR = Budget hour for the project role; can be adjusted in the  Edit Project Role⁠  modal
BUDGET (-ACTUALS-PLANNED) = Hour budget - actual hours from the past - resourced hours from the future