Finding and Resourcing the Available & Suitable People for Your Projects
There are a few ways to add people for your projects in Silverbucket. Choosing the best one comes down to preference but also depends on how much knowledge you have about your current resourcing situation:
A) For situations where you already know who you want to resource for the project the easiest way is from the Project's Dashboard or straight from that Person's dashboard
B) For situations where you aren't exactly sure who would be available or have the necessary skills for the project, the best approach is to use filters to your advantage and do the resourcing from the People views or Projects views
A) Adding People or Unassigned Roles in Project's Dashboard or Person's Dashboard
You can find the Add members to a project... button from the Project's Dashboard:
In the upcoming window you can add multiple people or unassigned roles for your project.
In the Person's Dashboard you can add projects by using the Add projects to a person.. button
Both of these are rapid approaches when you know that certain personnel are available and suitable for the project.
B) Adding People or Unassigned Roles in People or Projects Views
You can add people for your projects in any of the four People views or Projects views.
In the opening window you can select the project, person and role:
Finding the Available Resource
You can use the filters in People > Allocations view to narrow down all the possible candidates. In this view you can see the person's overall workload and from which projects it consists of. You can use different search criteria to find available resources, such as:
- Utilization in the desired time range
- Competencies that the person needs to have in order to perform in this project
- Etc
Based on your search choices all the suitable people are shown and listed. If you filtered in the Allocations view, you can also see their current resourcing situation.
Adding Multiple Suitable Resources for your Project
Once you have found the potential candidates for your project you can simply use the checkboxes in the left to add the desired personnel for your project.
After you have selected the people you can click the Add members to a project.. button. In the upcoming view you should have pre-selected users listed for you and you get to decide for which project and with which role they should be assigned:
After you click Add you have created 4 new project roles for your project. This can be seen straight from that Project's Dashboard:
