- People Views
- 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 (old "Allocation Notes")
- Allocation Notes
- Resourcing Requests
- In-Depth: Getting an Overview / Utilization Rate of a Specific Target
- Resourcing Intelligence
Different Hourly Prices
The pricing system is implemented for both allocated hours (forecast) and actual hours (realizations) separately.
Below is an explanation for these starting from the strongest one.
1a) Project role's hourly rate / pen icon
Specific roles can be priced straight from the project's dashboard by hovering over it and clicking the pen icon and inserting a value in the field 'Hourly rate'.
1b) "Copy people prices to their project forecast prices" in Price Models
Price model's prices are most commonly used for actual hours, but by ticking the checkbox underneath them you can also reflect these changes to forecast prices.
Note: The 'Valid from' value plays no role if the checkbox is used to forecast allocations; allocations are always priced from beginning to end.
Examples for price model can also be found from the Project's Actions, under "Price models"
2) Project invoicing price groups
These can currently only be created and modified from our customer API's. Both invoicing price groups and project invoicing price groups must be set for these prices to come active. These features are explained in more detail at API pages: Invoicing price groups and Project invoicing price groups
3) Person's forecast price
This value can be set in the Person's Dashboard or in the Admin view. This price will be used if the project has no specific prices for the person or task already set.
4) Role's global hourly rate
This can be set in the admin panel's "Roles" tab. This price will be used if the project has no specific prices for the person or task already set.
5) Global hourly price
By default every Silverbucket environment has a "global hourly price" which will be used if no other price is set. This global hourly price is set to zero by default. If you wish to change this please contact firstname.lastname@example.org
In 99% of the environments the actual hours are priced with the price models. Options 2 & 3 can only be used if your key account manager recommends it.
In the price model view you can decide if you want to price the task, the people or give a default value for all the actual hours registered for this project. If multiple values are added, the hierarchy goes from top to bottom:
Task Prices > People Prices > Other prices
Actual hours are registered in the system in two possible ways:
A) by using Silverbucket's own Timesheet-feature. The timesheet functionality in Silverbucket allows its users to enter their work hours in the system, which are then used to calculate prices under these rules.
B) by importing them from a different system through an integration. In this case the price information regarding actuals will usually be imported as well.
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