Smart Schedules

BUILD AND SAVE MULTIPLE SCHEDULES IN HUB PLANNER

Use the Hub Planner Smart Schedules feature to apply customized project and resource based filters in order to focus and define your schedule. Plan and build the pipeline schedule, assess capacity, availability and monitor resource utilization. Save as smart scheduling templates for future planning. How? Install the Hub Planner Smart Schedules Premium Extension.

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Schedule builder

Build and customize your own schedule, unique to your criteria applied.

Project schedule

Create project based smart schedules by client, status, booking categories etc.

Resource schedule

Build and save resource smart schedules based on multiple filters including resource status & booking status.

Search & schedule

Quick access to search and schedule, using the dynamic search bar.

Save a schedule

Save schedules to the sidebar, private or internal folders for quick access.

Seamless integration

Combine with the capacity finder, custom fields and smart groups for smart scheduling.

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Build a Smart Schedule

BUILD A SCHEDULE BY APPLYING LOGIC AND FILTERS

You can build and save your own schedules using the Hub Planner Smart Schedules extension. In just three simple steps, completely custom configure your schedule. Resource scheduling at its best.

Type

Select a Project or Resource based Smart Schedule

Filters

Apply Resource, Project and Booking based Filters

Build

Now you’re ready, press BUILD

Save a Schedule

SAVE SCHEDULES FOR QUICK ACCESS TO PLANNING AND SCHEDULING

All schedules are saved within the Smart Schedules Sidebar. Opt to save your schedules for future access. Hub Planner’s Smart Schedules are available to save either privately for your own access, or internally for team collaboration. You can also update and apply changes to the saved schedule.

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Smart Schedules Sidebar

ACCESS TO YOUR SCHEDULES & TEMPLATES

A one stop shop for all your saved schedules. The Smart Schedules sidebar is active with two folders, Saved Schedules and Internal Schedules. If you combine the Capacity Finder, you will also see the capacity planning templates stacked in a folder above.

Filter by Skill Sets, Tags & Status Types  

APPLY PROJECT AND RESOURCE BASED FILTERS TO YOUR SCHEDULE

Set customized filters to a schedule. Whether you apply Custom Fields, Tags, Status types, you can apply project and resource based filters to your scheduler view. Create Team Schedules based on resource skill sets and location required for the job in hand.

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Booking Filters

FILTER THE SCHEDULE BASED ON BOOKING CATEGORIES AND REQUESTS

Apply booking based filters to further focus the schedule results. The booking filters will sift through the schedule to return only those with applied booking categories and booking request status chosen. For example, show me all bookings under the booking category “Delivery”. Save it as the Delivery Schedule for future access.

Do you use the Resource Requesting feature? Build a schedule to filter to show all requests.

Search & Schedule

SEARCH THE SCHEDULE USING THE DYNAMIC SEARCH BAR

Activate the search and filter. Simply begin to type, and choose the filters. Watch as the dynamic search will filter records of multiple criteria instantly. Now, save the schedule for quick access to future searches.

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All or Any?

FILTER SCHEDULE BASED ON ALL OR ANY OF THE FILTERS APPLIED

Decide if you want to return results with ALL or ANY filters applied. ALL will detect any resources or projects who meet all filters applied. Whereas ANY will pick out any resources or projects who meet any of the multiple filters applied.

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Target Date Range

CREATE SMART SCHEDULES OVER SPECIFIC DATE RANGES

Specify a date range to apply to your smart schedule allows you to quickly focus on a date range chosen. For example looking at forward dates down the line to assess the supply and demand. Maybe ‘Available Designers Next Week’ is another smart schedule. Once saved, it’s a simple click to access the schedule and filters you’re looking for.

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Integrate with the Capacity Finder, Smart Groups, & Custom Fields

SMART SCHEDULES WORKS SEAMLESSLY WITH THE CAPACITY FINDER, SMART GROUPS AND CUSTOM FIELDS

Combine with Smart Groups , Custom Fields and the Capacity Finder for the ultimate smart team scheduling experience. Use a combination of smart filters completely customized to your business topics, together with the smart schedules will give you the most ultimate and powerful smart scheduling tool.

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Free Trial of Smart Schedules  

TRY OUT SMART SCHEDULES FOR FREE

Combine with Smart Groups and Smart Filters for the ultimate scheduling experience

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Setup Smart Schedules  

INSTALL HUB PLANNER’S SMART SCHEDULES

The Smart Schedules premium extension needs to be installed before it can be used. Once the extension is installed, you will have the Smart Schedules enabled in the Scheduler Builder and the Sidebar folder.

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KNOWLEDGE BASE

For all you need to know about how to use Smart Scheduler Premium Extension

CAPACITY FINDER

Check out the Hub Planner Capacity Finder for helping you with Capacity Planning

WHAT’S NEW

Stay on top of all the latest news, new feature releases from Hub Planner via the Blog