Creating a Project
Unlimited Projects can be created in Hub Planner, there is no restriction. Projects can be created in a number of ways using any of the following methods.
- Hub Planner Web interface, (via Scheduler Sidebar, Scheduler and the Settings Page)
- CSV file Upload for Bulk importing (via Hub Planner Settings Page)
- API Integrations (via Hub Planner Settings Page)
Only Resources with the correct role rights can create and schedule projects. When a project is created it will be available for scheduling and it will appear in your Manage Projects page and within the Scheduler Sidebar.
Adding a New Project via the Sidebar
Using the sidebar is probably the most common way of adding new projects. Follow the steps below to add a new project from the Scheduler Sidebar.
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Choose Projects from the left sidebar tabs
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Click the “Add New” Group
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Choose “Add New Project”
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The Project Modal (pop-up) appears where you can add the New Project information
Adding a New Project via Scheduler
- Click a resource cell in the scheduler which will highlight three-dots
- Click the three-dots which will pop up a modal menu with options.
- Select ‘Add New Project’
- Enter the Project Name
- Click ‘Schedule New Project’
Note you have the option to open the Project Modal by clicking ‘add more details’
Hub Planner Tip – Only the project name is required to add a project, all other fields are optional.
Adding a New Project via Settings
Follow the steps below to add a new project from the Settings Menu.
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Navigate to Settings
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Scroll the Sidebar to ‘Manage’
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Select ‘Manage Projects’
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Choose to “Add New Projects | Bookings” on the upper right side
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Click “Add Single Project”
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The Project Modal (pop-up) appears where you can add New Project information
Adding a New Project via CSV file Project Upload
Follow the steps below to add a new project from the Manage Projects Page. Please refer to bulk upload section.
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Navigate to Settings
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Scroll the Sidebar to ‘Manage’
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Select ‘Manage Projects’
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Choose to ‘Add New Projects | Bookings’ on the upper right side
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Click ‘Add Multiple Project’
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A pop up appears providing you with directions to Download the HUB CSV Template and Upload the file to Hub Planner
Adding a New Project via the API
You can use the API to create new projects in Hub Planner. Please refer to the API section within Settings.
- Navigate to Settings
- Scroll to Intergrations
- Select API
