- 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
Customers
Customer is a mandatory information when creating a project. All the environment's customers can be listed in the Customers > Listing view which is found in the main navigation bar.
Customers can have a bit of optional metadata related to them.
BASIC INFORMATION
- Business code
- Website
- Customer status
- Description
VISITING ADDRESS
- Street address
- Postal code
- City
- Country
DELIVERY ADDRESS
- Street address
- Postal code
- City
- Country
Customer's Dashboard collects data regarding all the customer's projects. The Dashboard has 5 different areas which work in a similar manner as their equivalents in other views:
- Basic info
- Timeline
- Customer numbers
- Ongoing projects
- Archived projects
These can be activated / deactivated from the Select visible areas button located top-right of the view.

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