How to create a new project

There are two different ways to create new projects in Silverbucket. One way is to click Projects on the top navigation bar which will open a dropdown list and show “add a project”. The other way is found on the Projects pages. Add new projects by clicking the black plus sign on the right corner.

A popup window will open up and you need to fill at least three fields in order to create a project: project’s name, customer and project manager. When you have filled all the necessary information you can create the project. By clicking save, you will be directed to the project's dashboard. If you choose “save and stay on this site”, you stay at the page you are currently working on. 

After creating a new project, you can add multiple additional project information at the project's dashboard, such as start and end date, budget (income & hour), project tags, probability (prospect projects), a project description and so on.


Check video: How to add a project 



How to delete double projects (found twice in the system)

Before doing any quick actions, think first if you want to just purely delete or inactivate the extra project(s) and its content or do you want to move all allocations and resources to the right project?

If you want to inactivate or delete the extra project and not move its allocations, then go the project's dashboard and click the first part below the projects name. In this picture it means the green dot and "Production". Choose "Archived" and reassure that you want to inactivate the project.


If you want to merge the extra project with the 'right' project, go to the action row on the project's dashboard and click "Merge to another project". Choose the project that will be the final existing project. Merging will move the allocations and resources of the extra project. If the merge action is not available for you, contact your organization's main Silverbucket user.



How to change probability and choose the right project type

When you create new projects, we recommend that you pay attention to couple of points in the project details. If you have prospect projects or projects that are not 100% sure to go to production, probability would a useful feature for you in Silverbucket. To follow the utilization rate and from what is consists of, it is very wise to choose the right project types.


Both concepts are found in the project's dashboard. Pay attention to the three points below the project's name. Probability can be set from the first point (in this picture from "Production") or by fixing the number after project's name. You can change the probability as the project's situation fluctuates. The project type can be set from the second point (in this picture "Invoiceable"). As a reminder, absence projects reflect holidays, non invoiceable projects mean other than project work, such as meetings and trainings, and invoiceable projects stand for the actual project work.


Check video: How to select project status, project type and invoicing method 



How to change project manager

If you want to change the project manager of a project, then go to the project's dashboard and check that you have the "basic info" tab open. Then view the basic info box and click the term 'Project manager' in order to get a list of people. After that just find the new project manager and click his/her name. Voilà! You have a new project manager in the project.