Actions (Project's Dashboard)

Actions 


Project's Dashboard contains two sets of action features:

Project Actions
Project Membership Actions

Project Actions


Actions for managing the project contains:

- Milestones
- Project's tasks
- Hour lock
- Price models
- Project's roles
- Copy project
- Merge to another project
- Project mapping


Different action features for a project

Milestones 

allows you to set milestones for your project. Clicking the icon opens a window in which you can create milestones and also see previously created milestones.

Project's tasks 



The Projects tasks button opens a window in which you can create and edit tasks:

We have created two tasks for this project: "Documentation and Writing" & "General work"


As you click Add a new task a new area opens in the modal which allows you to specify your task a little more:
Add in details about the task

Task name = Name for the task

Estimated hours = If you have an estimate of total hours for the task you can insert it here. This will also show in the Timesheet if you have the Timesheet-functionality enabled.

Task type / Invoiceable = whether or not the task's work is considered billable or not.
In order for the task to show up in Extensive Project Report this needs to be set as 'Invoiceable'

Task type / Active = whether or not the task is currently active.
This also dictates whether or not actual hours can be registered for the project's task.



Hour Lock

allows you to lock the actual hours for a certain time period:

Locking hour registering for a project

Price models 

allows you to set prices for actual hours (and allocated hours by using the checkbox) in different scenarios. 

The price model view in Silverbucket

Examples:

A) Person named Help & Manual User works 10 hours for the General work task. The price for this would be picked from the People Prices slot (10 hours * 20 Euros = 200 Euros).

B) The same person Help & Manual User spent 10 hours with the Documentation and Writing  task. In this case the price would be selected from the Task Prices  section instead because the task prices are higher up in the hierarchy (10 hours * 17 Euros = 170 Euros).

Project's Roles 

provides you detailed insights about the allocations by roles or by people.

Detailed information about roles and their allocations for the project


Copy Project 

is a powerful tool to create multiple similar projects in Silverbucket. The copy project dialog allows you to choose which attributes to copy and mirror to a fresh new project.


You can copy the following attributes from one project to another project:

- Tasks
- Milestones
- Budgets
- Project tags
(= project tag from Basic Information)
- 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)

You can decide which information gets carried over for the new project


Merge to Another Project 

this feature can be enabled by sending a request to support@silverbucket.com

This feature merges the current project's allocations, actual hours, budgets, price models, tags, portfolios, milestones and users to the desired destination project. Source project will be permanently deleted.

Example:

1) Navigate to the project which you want to merge into another project. In our example we are going to use a project called Maintenance & Upkeep project which we want to merge into another existing project called Bridges & Dams.

All the project's actions are located just above the resourcing view


2) Click the Merge to another project button found on the Project's Dashboard

3) In the opening view you can select the desired project which you want to merge to project into: Bridges & Dams in our case:

The text with yellow background gives a little more insight about the procedure



4) After you click Merge the source project is merged into the project chosen in step 3.
Two become one.


Project mapping 

is used only when integrating actual hours. It maps the actual hours from one project to another project. This feature is not necessary unless Silverbucket support has adviced you to use it.
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