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Use cases for Soft booking

In Silverbucket it is possible to make two different kind of allocations: confirmed and tentative. Tentative allocations are useful for example in the following cases:

Project schedule changes 
A project may end earlier or later than planned originally. The project manager can update the resource plan by using tentative allocations. This way the project manager can easily compare the previous plan to the new one. 

Holiday wishes
Employees can mark their wishes in Silverbucket with the help of tentative allocations. This way everybody’s wishes are in the same place and can easily be handled together.

Additional sales in the project
Tentative allocations can be used when the project continues thanks to an additional sale.  For example, according to the original plan, a project will complete at the end of January, but most likely it will continue until the end of March. Tentative allocations can be used to outline the resource plan and see the overall effects in a project. 

Projects’ resourcing plans 
The project managers can be given rights to make tentative allocations for the projects.  Then the project managers can make the projects’ resourcing plans by using tentative allocations and then, for example, the resource manager can accept or reject these allocations. From the People Overview, you can see the overall situation throughout the entire company. 

Soft booking is not enabled by default in a customer’s environments.  If you are interested in Soft booking, please contact support@silverbucket.com. 


12/18/2018

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