- 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
Person's Basic Info
You can add information about a person in their dashboard. The basic info section consists of four different columns:
Name = Name of the person
Default Role = Lists the current role added for the person. Administered by admins.
Organization = Lists the organization, if added for the person. Administered by admins.
Supervisor = Name of the person's supervisor. You can add any person as supervisor from this list.
User group = Lists the user group, if added for the person. Administered by admins.
Employment duration = Start date and end date of the person's employment. If the start date is in the future or end date is in the past, login is prohibited.
Workday length = Workday of a single work day. If you use Silverbucket's Timesheet-functionality, this is the number of hours expected from this person.
Capacity = A number between 0-100% to indicate capacity level of a person.
External ID = An additional identifier for the person, usually used in integrations.
Employment type = the type of employment: Own / External / Future Talent / Stealth
Cost price = Cost price for a person; "how much does it cost for this person to work for us"
Currency = Currency, in which the person's prices are added. More currencies can be added by Silverbucket support.
Forecast price = Forecast price for a person; "how much is usually priced for this person's work".
Username = Username used when logging in (email & username both work in login).
Email = Email used when logging in (email & username both work in login).
Country = Country of the person. Administered by admins.
Cost Center = Cost center of the person. Administered by admins.
Site = Site of the person. Administered by admins.
Calendar = Calendar selected for the person; dictates which days are holidays and which are not. More calendars can be added by Silverbucket support.
User Activity = Active / Passive - when passive, user can't log into Silverbucket.
User type = User rights for the person.
To toggle a person as a 'Favourite' person you can click on the little star icon next to it. When the star icon is filled with gray color the person is marked as favourite. This can be used to filter people in various views.
By organizing your personnel with a wide array of metadata you can make the most out of Silverbucket; see attachment below:
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