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.


Pies

TARGET
Project's OWN INCOME, EXTERNAL INCOME & OTHER INCOME (edited by clicking the pen icon)

TIME-BASED
Project's monthly hours based budget / Project's time budget (own + external)

TASK-BASED
Project's tasks' budget / Project's time budget

RESOURCE-BASED
Project's projectroles' budget / Project's time budget



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