Custom Field Groups are a new way to manage your Custom Fields more efficiently in Hub Planner. Instead of assigning fields one by one—or showing the same list to every project or resource—you can now bundle related fields into groups and apply them where they’re needed.
Group fields by your business logic—such as department, project type, role, or region. These groups can then be applied to resources and projects, simplifying how you work with Custom Fields at scale while also improving filtering, sorting, and reporting capabilities.
What are Custom Fields?
Custom Fields let you tailor Hub Planner to reflect how your business actually works. You can track skills, certifications, locations, availability, or any other detail that matters to your planning, reporting, and decision-making.
Some common examples include:
Some common examples include:
Custom Fields are incredibly flexible—but as your setup grows, they can become harder to manage. That’s where Custom Field Groups step in.
Why use Custom Field Groups?
Custom Field Groups offer a straightforward and efficient way to organize your custom fields in a way that makes sense for your business logic. By grouping related custom fields together, you can enhance data entry and retrieval processes, making them more intuitive and efficient.
Use Cases:
How you’ll use Custom Field Groups will depend on your team setup and workflow. But to give you a head start, here are a few ways we see teams planning to use them.
🆕 Adding New Resources in the Workspace
Use case: Adding a newly hired resource
Why: Apply a pre-defined group like “Developer related Team Fields” with role, skill level, certifications etc. —all at once for faster setup and consistency.
📋 Core Fields for All Resources
Use case: Fields you want for all resources in your account
Why: Bundling these and making them into a default group, assigned at scale, ensures every resource has the core fields needed for workflows and reporting.
🎨 Role-Specific Field Sets
Use case: Designers vs Developers
Why: Keep things relevant by applying tailored groups like “Design Team Fields” or “Engineering Team Fields,”.
🔄 Managing External vs Internal Resources
Use case: Separating external vs internal resources
Why: To simplify resource allocation, group Custom Fields related to internal resources together, and do the same for external resources. This helps you plan and report more effectively across different resource types.
Explore more of Hub Planner
All the features you need to manage your resources and drive successful projects.
Resource Management
Streamline team scheduling and gain instant visibility into availability and utilization for efficient planning.
Timesheets
Measure the actual time reported via timesheets versus the forecasted time through the resource scheduler.
Dashboards and reports
Grasp performance, project costs, profitability, and team utilization in a comprehensive overview.
Project management
Manage project spend, change resource rates, internal costs, profitability, and project budgets.
