How to Add, Edit, Manage Projects & Project Groups

Estimated reading time: 7 min

Let’s look at how to Add, Edit, Manage Projects and Project groups within Hub Planner.

Add A New Project from the Scheduler Sidebar

Add_Resource_SidebarFrom 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 second option ‘New Project’.  To add a new single project and open the project modal, you have two options here.

Option 1 – Click ‘New Project’ to open the project modal.

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

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

Add A New Project From Settings

How to add a new Project 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 Projects’.
  4. The ‘Manage Projects’ modal appears on screen.
  5. Navigate to the ‘Add Projects’ for drop down list.
  6. Select ‘Add Single Project’.
  7. The Project modal will appear.

Manage_Projects_Hub_Planner_Add_Projects

Add A New Project From Settings via .CSV Upload

How to add a new Project via Settings .CSV 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 second tab ‘Manage Projects’.
  4. The ‘Manage Projects’ modal appears on screen.
  5. Navigate to the ‘Add New Projects’ drop down list a the the top right hand side of the modal.
  6. Select ‘Add Multiple Projects’.
  7. An Upload Modal (pop-up) appears where you can add New Project information via csv. Please refer to bulk upload section

The CSV template which can be downloaded here

Open the template with your software (Recommend using Google Drive Spreadsheet or Excel) and add your content to the columns. Once done, download your file in .csv format and upload it.

When filling the CSV template, there are several options:

  • The Project Name is required
  • The Project Code is required
  • All other fields are optional
  • The template has some dummy data included to help

To upload the CSV:

  • navigate to ‘Settings’
  • choose ‘Manage Projects’ from the left side bar
  • click ‘Add New Projects’ on the top right side
  • from the options given, select ‘Add Multiple Projects’
  • then simply upload your file from the computer

API

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

Editing a Project

Similar to project creation, editing Projects are handled directly in the Projects Modals. Editing a Project can be done via the following methods.

  • Sidebar Menu
  • Scheduler “Projects” Menu
  • Settings (via “Manage Projects”)
  • CSV
  • API

Editing a Project via the Sidebar Menu

Follow the steps below to edit an existing Project from the Sidebar Menu. Each Project in the sidebar has a small arrow icon to the right of it.

  • Click the right arrow button
  • Choose ‘Edit Project” from menu
  • The Project Modal (pop-up) appears where you can edit Project information

Manage Projects

Editing a Projects via the Scheduler Projects Menu

Follow the steps below to edit an existing project from the Scheduler Menu. Beside each Projects on the scheduler is a three dotted sign.

  • Click on the three dotted sign next to a selected Project name
  • A pop up modal window appears
  • Choose ‘Edit Project” from menu
  • The Project Modal (pop-up) appears where you can edit Project information
Manage Projects

Editing a Project via the Settings (“Manage Projects”)

Follow the steps below to edit an existing Project from the Sidebar Menu.

  • Navigate to “Settings” in the top right header
  • Scroll along the sidebar to “Manage” section
  • Choose “Manage Projects” from the left sidebar
  • Click “Edit” of any Projects and the project modal will appear

Manage_Projects_Hub_Planner_Edit_Project

CSV

Use the csv file to update existing Project information. Please refer to the CSV Guide.

API

Use the API to update existing Project information. Please refer to the API Guide.

Delete Projects

Should you wish to delete a project, you can easily do so from the project modal or within manage projects settings. When you click delete project from settings, a pop up will appear to confirm deletion. Please note, that once you delete a project, this will remove all project data from Hub Planner. Perhaps change the status to Archived in order to retain project data.

Delete_Project_Hub_Planner

Manage Projects

Located within Settings. Manage Projects Page displays an overview of your entire teams of people.

You can access this page from your Settings located in Tools. Then just click ‘Manage Projects’ from the left sidebar.

Use this page to manage your company’s Projects. You can quickly:

  • Filter the Project list
  • Search by Project Name
  • Sort the list
  • Add New Projects
  • Edit Project
  • Delete Project

Clicking a Project will open the edit modal allowing to you to edit their information. Note, deleting a project will remove all data from Hub Planner. Perhaps change the status to Archived in order to retain project data.

Manage_Projects_from_Settings_Hub_Planner

Quick Tools

Quick tools are located in each Project menu under the black arrow button. It allows you to:

  • Edit Project
  • Resend Invite Email
  • Send Reset Pass Email
  • Delete Project</