Grouping in Project's Dashboard

In summer 2020 we brought a highly anticipated new feature for the Project's Dashboard that allows you to group your project's data in different ways. You can group the data by clicking on the grouping icon located in the project's membership section. All of the grouping options are explained further in this article:

- No grouping
- Group by people
- Group by role
- Group by task
Choose your desired way of grouping the data by clicking the grouping icon

Psst! Combining this feature with our new project role information mode tabs you can get valuable data regarding your project with pinpoint accuracy.

No grouping

No grouping is the default option in which every role is shown as an individual row. This is the "original way" of showing the roles as it has been like this for most of Silverbucket's lifetime. The only rule is that the unassigned roles are separated from assigned roles.

Unassigned roles (orange) and assigned roles (blue)

Group by people

Group by people sorts the roles according to the assigned people and shows data based on these individuals. All the unassigned roles are shown as a separate "Unassigned" section (circled with orange color).

In the example below we can see that 'Brown Elijah' is resourced to do 70% workweeks: 50% consists of Officer work and 20% consists of Specialist work (circled with blue color).
With this option you can easily see the cumulative resourcing for one person even if they have multiple different roles in one project.

Group by role

Group by role grabs both the unassigned roles and assigned roles and bulks them up depending on that role. When viewing the allocations in weekly & hourly mode, for example, you can easily see how much weekly work all the Specialists are expected to do:

Week 32 = 101,5 hours
Week 33 = 141,5 hours
Week 34 = 122,8 hours etc
The two 'Specialist' rows located in the bottom are unassigned roles

Grouping by role comes in handy especially for projects that are still on the sales phase - you can estimate all the unassigned roles for your project and see the workload for each of them and even the monetary values by using the project role's monetary information view.

Group by task

Group by task is a little different from the others as it takes the role's metadata into account -  specifically the Task-value inserted for the role.
This view shows all the tasks created for your project

More tasks can be added for your project through the Project's Dashboard actions under "Project's tasks".

Once a task is added for roles you can use it to take a deeper look at how much work that specific task requires from everyone involved.

In the example below we can see that the "Preparations" task requires work from Specialists but also from an Architect as well.

The 'Not set' section consists of all the roles that have no tasks set for them
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