In a single project dashboard you can find a few actions for your project:
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The copy project action allows you to copy your project and choose which attributes to copy to the copied project. You can copy the following attributes from one project to another project:
- Tasks
- Milestones
- Budgets
- Project tags
- Invoicing details
- Prices
- Roles & Reservations. Activating the "Roles" slider provides you more options about copying the roles. This also applies the "Reservations" slider afterwards.
- Under Roles you can also copy the users and their reservations to the new project
- Even further, you can move the allocations to start from a specific date
- When copying allocations to a new project the hours will always be shifted starting from the closest full week.
- This maneuver addresses any unwanted situations in the project's resourcing (for example allocating hours for weekends by accident etc)
This feature merges the current project's allocations, actual hours, budgets, price models, tags, portfolios, milestones and users to the desired destination project. The source project will be permanently deleted.
There are two types of project hour locks in Silverbucket:
Users can no longer log actual hours for the project for the selected date or any date earlier. This hour lock can later be edited afterwards.
Users can no longer log actual hours for the project for the selected date or any date earlier. This action is permanent and it cannot be edited afterwards.
1) Head over to the PROJECTS view
2) List your desired projects in the view
3) Select the desired projects you wish to edit the hour lock for
4) Click 'Mass edit projects' and activate the HOUR LOCK / HARD HOUR LOCK slider
5) Set your desired date for the lock
6) Save changes
Afterwards, the hour lock value can be seen from the Activity Feed.
The HOUR LOCK / HARD HOUR LOCK ("Admin hour lock", "Permanent hour lock") feature will be included in the ACTIONS section as well in the future.