- People
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Projects
- Projects > Listing & Projects > Allocations
- Project's Dashboard
- Project's Basic Information
- Project Numbers table
- Projects > Allocations Main Graph
- Progress Numbers
- Actions (Project's Dashboard)
- Membership Actions (Project's Dashboard)
- Project's Resourcing View
- Grouping in Project's Dashboard
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Resourcing
- Resourcing with 'Quick Edit'
- Resourcing with 'Grid View'
- Finding and Resourcing the Available & Suitable People for Your Projects
- Soft Booking
- Use Cases for Soft Booking
- Resourcing Log
- Allocation Notes
- Resourcing Requests
- In-Depth: Getting an Overview / Utilization Rate of a Specific Target
- In-Depth: Using the Utilization Range in Person Filters
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- Reports
- Timesheet
- Competencies
- Resourcing Intelligence
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SYNC View (admins of Silverbucket)
- Integrating Data with with Silverbucket's SYNC-view
- SYNC-View: Competency
- SYNC-View: Customers
- SYNC-View: Extended-customers
- SYNC-View: People
- SYNC-View: Extended-people
- SYNC-View: Projects
- SYNC-View: Extended-projects
- SYNC-View: Hour-integration (actual hours)
- SYNC-View: OrganizationNodes-integration
Utilization Rates
Utilization rates report is one of the most powerful and diverse reports in Silverbucket. The report type can be selected from the Common Filters:
- Utilization rates
- Invoicing rates
- Utilization rates
- Invoicing rates
Calculating the Data
The three most widely used combinations through the filters are listed below. This is an important part of understanding how the capacity is calculated and whether or not the absences are taken into account, for example.
1) Full data without any exclusions (all allocations and full capacity)
= Exclude absences from capacity (common filters) is off and absences (project type filters) is on
= Exclude absences from capacity (common filters) is off and absences (project type filters) is on
2) Absence projects' allocations and actual hours are excluded from the calculation
= Exclude absences from capacity (common filters) is off and absences (project type filters) is off
= Exclude absences from capacity (common filters) is off and absences (project type filters) is off
3) Absence projects' allocations and actual hours are excluded from the data calculation and capacity calculation
= Exclude absences from capacity (common filters) is on and absences (project type filters) is off
= Exclude absences from capacity (common filters) is on and absences (project type filters) is off
Other Notable Filters
Common Filters > Use scaled capacity takes the person's capacity value into account (adjusted in the Person's Dashboard)
Person type filters > Unassigned Roles only works in the By Roles and By Organizations tabs. Activate this filter to include unassigned roles in the calculations.
Report Data Types
Decide which data is shown in the report:
- Realizations (= actual hours)
- Allocations
- Allocations and realizations (= actual hours)
- Realizations (= actual hours)
- Allocations
- Allocations and realizations (= actual hours)
Use Cases
You can monitor the utilization rates or invoicing rates from different perspectives:
By person = utilization/invoicing rates on a person level
By roles = utilization/invoicing rates for the people with the selected role (unassigned roles are excluded)
By user groups = utilization/invoicing rates of a specific user group
By roles = utilization/invoicing rates for the people with the selected role (unassigned roles are excluded)
By user groups = utilization/invoicing rates of a specific user group
By organizations = utilization/invoicing rates summed on an organization level
By supervisors = utilization/invoicing rates for the subordinates of selected supervisor
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