Custom Fields has been a favorite feature in Hub Planner since the beginning. It’s how you can make your resource management platform feel like it was built just for your business.
One of the most common ways users leverage Custom Fields is by creating a skill list. This lets you filter down quickly to find the right person for any upcoming project. Essentially, Custom Fields allows you to define the criteria that are most important to your team—whether that’s skills, locations, availability, or other details unique to your workflow.
Since Custom Fields is such a core part of Hub Planner and central to how you customize your setup, we’ve taken some time to refresh the UI. Below, we’ll highlight what’s new design wise and share a consulting use case to show examples of the types of fields you can create and how to use them.
The New Design
Our updated UI for Custom Fields focuses on making your experience as seamless as possible. We’ve cleaned up the layout and improved the drag-and-drop functionality, allowing you to create and manage fields more efficiently. Whether you’re setting up fields for resources or projects, the interface now feels more intuitive so you can get going with your fields.
Simplified interface:
The updated design focuses on creating a cleaner, more intuitive layout. The clutter has been minimized, making it easier for users to find what they need and navigate through the settings quickly.
Better Drag-and-Drop Functionality:
The drag-and-drop feature has been improved to be more responsive, providing real-time visual feedback. This makes setting up, rearranging, and managing fields smoother.
How to use Custom Fields
We have many consulting companies using Hub Planner for their resource management, making them an ideal example of how Custom Fields can be structured. Below is an outline of how you might set up these fields, using a consulting company as a reference.
Resource Custom Fields
Project Custom Fields
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.
