Silverbucket's instructions and documentation has moved to a new address:
https://manual.silverbucket.com
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. They are not compulsory but they can become handy when you need want to filter projects.
Program is best used for projects that are regarded as sub projects meaning that a program is like an "umbrella project".
Portfolio is the best option when you have project portfolios and you want to categorize through portfolios.
Category suits well for organizations who e.g. development or maintenance projects.
Project tag is more free-formed way to categorize projects. You can have for example "Major projects" and "small projects".
Choose the right project filters to get the wanted overview.
Project filters can be useful e.g. Project > Listing page. After choosing the right filtrations, 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 from 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
If you need to create a new program, first click Projects on the navigation bar. You will find "Add a Program" action which will open a popup window asking for mandatory information of 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 to the text field and after that click "add new and save".
