How to Add, Edit, Manage a Resource & Resource Groups

Intro

Let’s look at how to Add, Edit, Manage resources and resource groups within Hub Planner. In this article we will look at how to add resources from

• How to add a new resource
• From the Scheduler
• From Settings
• Bulk Upload
• API
• Resource Groups
• Managing Resources and Groups

There are multiple ways in which to add new a resource. When we do a Resource Modal will appear. This is where we will fill out and store the Resource information.

Add A New Team Resource from the Scheduler Sidebar

From the scheduler sidebar, click the ‘Add New’ tab.  A drop down list will subsequently appear with options to add new resources, projects, groups and unassigned work.  You will see the third option ‘New Resource’.  To add a new single resource and open the resource modal, you have two options here.

• Option 1 – Click ‘New Resource’ to open the resource modal.
• Option 2 – If you click the 3 vertical dots on the New Resource tab.  You have two options available to you.   Bulk add resources or add a single resource.    Click ‘Add Single Resource’ to open the resource modal.

Note, you can be in either the Projects or Resources sidebar.

Add A New Team Resource From Settings

How to add a new Team Resource via Settings.

1. Navigate to the Settings tab at the top right of the interface.
2. Scroll to the second block entitled ‘Manage’.
3. Click the first tab ‘Manage Resources’.
4. The ‘Manage Resources’ modal appears on screen.
5. Click ‘Add Resources’ for a drop down list.
6. Select ‘Add Single Resource’.
7. The Resource modal will appear.

Add A New Resource From Settings via .CSV or Excel Upload

How to add a new Team Resource via Settings .CSV or Excel Upload.

1. Navigate to the Settings tab at the top right of the interface.
2. Scroll to the second block entitled ‘Manage’.
3. Click the first tab ‘Manage Resources’.
4. The ‘Manage Resources’ modal appears on screen.
5. Navigate to the ‘Add New Resources’ drop down list a the the top right hand side of the modal.
6. Select ‘Add Multiple Resources’.
7. An Upload Modal (pop-up) appears where you can add New Resource information directly within the field or via csv. or excel template. Please refer to bulk upload section

There is a Hub Planner CSV template which can be downloaded here

• The Resource First Name is required
• The Resource Last Name is required
• All other fields are optional
• The template has some dummy data included to help

Options include:

• First Name (required)
• Last Name (required)
• First Name_Last Name
• Last Name_First Name
• Email
• Group

You will need to select the role level of the resource

• Team (default)
• Admin
• Acc Handler 1
• Acc Handler 2
• Contractor

Option to Invite/Don’t Invite the resource to Hub Planner

• Invite (default)
• Don’t Invite

To upload the CSV:

• Navigate to ‘Settings’
• Choose ‘Manage Resources’ from the left side bar
• Click ‘Add New Resources’ on the top right side
• From the options given, select ‘Add Multiple Resources’
• Then simply upload your file from the computer

API

You can use the API to create new Resources in Hub Planner. Please refer to the API section.

The Resource Modal

As soon as we create a new resource, the Resource Modal pops up. This is where we will create and store information relating to the Resource. There are 7 tabs belonging to the resource modal.

• Basic Information
• Projects & Project Groups
• Resource Billing Rates
• Notes & Links
• Custom Fields
• Availability
• Vacation & Calendars

Note there are also Project modals and Booking modals too. Click the link, for step by step instructions on how to use the Resource Modal.

Add a New Resource Group

1. From the sidebar, click Add New
2. Select ‘New Resource Group’
3. The Resource Group Modal appears
4. Enter Resource Group Name
5. Click Manual Group or Smart Group

A Manual Group allows you to manually select and choose resources to be added to the group. You can also add Unassigned Work to the group.

Where Smart Groups adds the resources automatically based on the set of rules or criteria that you set out. The criteria stems from the resource tags or the Custom Fields set to the Resource. So for examples, I want any resources who have the following tags or conditions to be added to the group i will entitle “New York Senior Designers’.

1. Location = New York
2. Level = Senior
3. Job Title = Designer

Edit a Resource Group

1. To edit a Resource Group, navigate to the Resource Sidebar.
2. Scroll to the resource group in question.
3. Click the 3 vertical Dots
4. Choose ‘Edit Group’
5. The Resource Group Modal appears.
6. Edit required details
7. Click Save

Delete a Resource Group

1. To delete a Resource Group, navigate to the Resource Sidebar.
2. Scroll to the resource group in question.
3. Click the 3 vertical Dots
4. Choose ‘Delete Group’
5. A popup appears.
6. Click Cancel or Confirm

Add a Resource to a Resource Group

It will depend whether you have set the group up as a manual or smart group. Smart Groups meaning that the resources are automatically added based on a set of conditions you have applied. Please refer to Smart Groups for instructions.

For a Manual Group.

1. To add a Resource to a Resource Group, navigate to the Resource Sidebar.
2. Scroll to the resource group in question.
3. Click the 3 vertical Dots
4. Choose ‘Edit Group’
5. A popup appears.
6. Click the dropdown list under the heading ‘Add Resources to Group’
7. From the drop down list locate the resource you wish to add
8. Tick the adjacent box to the resource name. (it is ticked blue when added)
9. The last step is to click ‘Update’ at the bottom right hand corner to update the resource group.

To remove a resource from a Resource Group.

To remove a resource from the group, simply follow the same steps above. Remove the resource from the drop down list.

1. To add a Resource to a Resource Group, navigate to the Resource Sidebar.
2. Scroll to the resource group in question.
3. Click the 3 vertical Dots
4. Choose ‘Edit Group’
5. A popup appears.
6. Click the dropdown list under the heading ‘Add Resources to Group’
7. From the drop down list locate the resource you wish to remove
8. Untick the adjacent box to the resource name. (it is ticked blue when added)
9. The last step is to click ‘Update’ at the bottom right hand corner to update the resource group.