Viewing Silverbucket Data / Viewing Modes

Viewing Silverbucket Data / Viewing Modes

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
  • Pie icon 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

Resourcing Slots & Viewing Modes

Slot symbolized with an "envelope" = You are viewing confirmed resourcing but the slot also has tentative resourcing in it
Slot symbolized with a "diameter" = Viewing tentative resourcing but the slot also has confirmed resourcing in it


View Modes, Time Modes, Allocation Modes

In the resourcing views you can select your desired modes for viewing the data. This is done through the top-right of the allocation sections or graphs. Selection will carry over to other views.

View Modes:
Note that tentative options are shown only if your environment has tentative allocations (=soft booking) enabled. You can enable it in the  System Settings⁠  as an admin.

Available view modes:
  • CONFIRMED
  • CONFIRMED & TENTATIVE
  • TENTATIVE & CONFIRMED
  • TENTATIVE
Whichever mode is mentioned first also dictates what kind of resourcing you are creating.

When using the combined viewing modes (CONFIRMED & TENTATIVE or TENTATIVE & CONFIRMED), the first mentioned allocation type is prioritized when showing the allocations in a resourcing slot: an allocation slot can contain both tentative and confirmed allocations at the same time.Note: the total row will always sum up the values shown below it. So, if one project has 80% tentative allocations and another project had 70% confirmed allocations, the combined viewing modes would show a total of 80% + 70% = 150% allocations.

However, if just one single project has 70% confirmed and 100% tentative allocations in the same slot (=same project / membership), the total row will show either 70% or 100% depending on which view type is prioritized; but it will never show 170%.
→ This is because both of these allocation types are their own reality; if you were to make the 100% tentative allocations a reality, they would override the 70% confirmed resourcing plan for that slot. The values in the same slot are never summed up together for this particular reason.

Allocation Scaling:
Choose if the allocations are shown in their original values or if the allocation values are scaled based on the project's probability.

Time Modes:
  • DAILY, showing the weekdays in the view
  • WEEKLY, showing the week number in the view
  • MONTHLY, showing the name of the month in the view
  • QUARTERLY, showing the quarter number in the view

Daily mode is the only mode where you can see the holidays and non-working days and in which you can also allocate people for holidays and non-working days.
For example: if you resource a person for Christmas week in weekly / monthly / quarterly mode, the Christmas holidays are not resourced for the person. However, if you really wish to allocate a person for those holidays, you can do it in daily mode by manually inputting it.

Allocation Modes:
  • HOURS (h) = exact hours
  • RELATIVE (%) = hours in relation to the person's capacity (workday length)
  • DAYS (d) = exact days
  • FTE (full-time equivalent) = a way to measure a company's total workload by converting the hours of all employees (full-time, part-time, and temporary) into the equivalent number of full-time workers.
  • CTE (calendar-time equivalent) = same as FTE but holidays marked to the person's calendar do not diminish the capacity