Quickstart Guide

Getting started with Silverbucket is swift and effortless with only five quick steps. Let's start off by logging inside the environment in step 1:

1) Signing into Your Company's Environment


Generally your company's Silverbucket URL is in form of:

organisationname.agbucket.com

Once you are in the login page, use your username/email & password to login.

When signing in for the first time or if your password is lost please follow
this guide.


2) Add People and Projects


To start making allocations, you need to have people and projects in Silverbucket.  You can add both of them by clicking on either the "People" or "Projects" -button in the main navigation bar (found in the top with a black background) and by clicking the "Add a person" or "Add a project" -button afterwards.

Adding people and projects can be done in the main navigation panel


3) Create Your Project Team and Start  Making Resource Allocations


You can find your newly project by using the search function in the main navigation bar or by using the Project > Listing -view. Once you have navigated to your project's dashboard you can start adding people (or "unassigned roles") for your project by clicking the "Add members to a Project" button.

Adding members is done by clicking the green button under the "Actions"-section


After the people (or "unassigned roles") are added to your project, you can start making allocations for them. One resourcing slot and the number inside the slot will always represent the chosen time mode and view mode on the resource grid. You can change these from the top right corner of the allocation grid - make sure you have the desired options selected for your needs.

Once you have chosen the modes that suit your needs you can start making allocations by clicking on the resourcing slots or by clicking on the green grid icon found in the left. The grid icon opens a resourcing grid and in this view you can highlight the wanted allocations. Remember to save the changes!

The resourcing grid -icon and view mode / edit type -mode


4) Making Resource Allocations for Unassigned Roles


Unassigned roles are useful when it is yet unknown who will perform the work but you know the amount of work needed. Later on you can name the allocations for a certain person. To use this feature to the fullest you will need to create the desired roles in the system. Creating new roles is done from the admin page. Click the Ellipsis icon (top right corner on the main navigation bar) and choose "admin". In the "Roles" tab you can start creating roles.


Adding roles in Silverbucket


5) Find a Free Resource and Get the 'Big Picture'


Best way to look for a free resource is the "People Overview" page which is found from People > Allocations. The graph shows you the capacity of the chosen filter group and below it you can find a list of people. This view offers two pieces of vital information: the total allocation situation in the organisation and the workloads of the people on an individual level.
Bird's eye view of the resourcing situation


For a more visual approach you can also check out our Quickstart video guide:



Silverbucket roll-out in short:
roll-out-info.pdf 25.75 KB


Want to learn more?

If you are new with Silverbucket and testing it for the first time, our sales team is here to help you to get the best experience of Silverbucket. If you have questions or want a demo, please contact our sales:

sales@silverbucket.com
tel. +358 40 680 6860

If you run into a technical problem, please contact our support team:

support@silverbucket.com
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