Categorizing Projects in Silverbucket
Categorizing Projects in Silverbucket
Silverbucket offers different ways to categorize projects depending on your needs. You can get the overview you need by choosing the right program, portfolio, category and project tag. These are not mandatory fields for a project but they come in handy when filtering projects.
Program is best used for projects that are considered as sub-projects. Program is usually perceived as an "umbrella project".
Portfolio is the best option when you have project portfolios and wish to keep the "big picture" of certain projects together.
Category suits well for organizations who want to individualize projects. Some examples could be "development projects" or "maintenance projects" etc.
Project tag is a more free-formed way to categorize projects. One example of project tags could be "Major projects" and "Small projects".
Choose the right project filters to get the desired overview.
Adding the Program, Portfolio, Category or Project Tag
Program, portfolio, category and project tag can be set in the Project's Dashboard in the basic information section:
Creating a Program
You can create a new program by clicking Projects in the main navigation bar and clicking Add a program+.
Creating a New Portfolio, Category or Project Tag
If you can't find the right option and need to add a new alternative, you can just start typing the new name in the text field and after that click Add new and save.