- People Views
- Allocation Notes
- Soft Booking
- Use Cases for Soft Booking
- Resourcing Requests
- How to Make Resource Allocations for Projects
- In-Depth: Getting an Overview / Utilization Rate of a Specific Target
- In-Depth: Using the Utilization Range in Person Filters
- Utilizing Different Absence Features in Silverbucket
- Resourcing in Grid View
- Person Details
- Resourcing Intelligence
Different Project Filters for Different Project Sorting Needs
Silverbucket offers different ways to categorize projects depending on your needs. You can get the overview you need by choosing the right program, portfolio, category and project tag. These are not mandatory to use, but they can be handy when you want to filter projects.
Program is best used for projects that are considered as sub projects. Program is usually perceived as an "umbrella project".
Portfolio is the best option when you have project portfolios and you want to sort through portfolios.
Category suits well for organizations who want to individualize projects, for example "development projects" or "maintenance projects".
Project tag is a more free-formed way to categorize projects. For example project tags could be "Major projects" and "Small projects".
Project filters are useful for example in the Project > Listing page. After choosing the desired filters, enjoy the project overview and if needed, you can export the data to excel.
How to Add a Project to a Program, Portfolio, Category or a Project Tag
Program, portfolio, category and project tag can be set in basic information area. You get a list of existing options that you can choose by clicking the wanted area.
How to Create a New Program
You can create a new program by clicking 'Projects' in the main navigation bar. In the opening list you will find 'Add a program' -button which will open a popup window asking for more information about the new program.
How to Create a New Portfolio, Category or Project Tag
If you can't find the right option and you need to add a new alternative, you can just start typing the new name in the text field and after that click 'Add new and save'.
How did we do with this article?