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Project Manager

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Project Manager

The Project Manager is an Extension for Hub Planner which can be installed and activated on the Extensions page in Settings. Assigning a resource as project manager for a project helps you create ownership and accountability for that Project. It enables Project Managers to quickly view their managed teams and track & schedule their time.

What is a Project Manager?

Being a project manager means that you are entitled to manage a Project, even if you may not normally have privileges to do that on a role basis.

For example, if you only are a team member or don’t have rights to edit bookings on the grid, but you are a project manager, you can edit that project on the scheduler bookings grid.

What Does a Project Manager have rights to do exactly?

A Project Manager will get a new “Managed Projects” group in their sidebar to quickly view the projects they are managing.

Enabling the Project Manager Extension will activate the following functionality within Hub Planner.

  • Adds New Project Manager Select option to each Project Modal
  • Ability to Assign Multiple Project Managers per Project
  • Project Managers can Approve Time only on Projects they are PM’ing. (Unless they are an Admin / have access)
  • Project Managers can create Project Manager Reports
  • Adds a new group to the Grid sidebar filtering Projects they are Project Managing
  • Project Managers can Edit Projects they are Managing (If don’t have access)
  • Project Managers can Book and Schedule on the Scheduler Bookings Grid they are Managing.
  • Provides Accountability
  • Create Group Reports by Project Manager

You can assign multiple resources to a project to be Project Managers and any resource can be set as a PM.

Install Project Manager Premium Extension

  1. Settings
  2. Manage Extensions
  3. Add/Remove Extensions
  4. Project Manager
  5. Install

Project_Manager_Key_Features

How to set up a Project Manager?

Follow these simple steps to set up a resource as a Project manager.

  1. Settings
  2. Manage
  3. Project Managers
  4. Search for Resource you with to add as a Project Manager
  5. Select Resource
  6. The Resource is now automatically added to the list of Project Managers

Set_up_Project_Manger

How to assign a Project Manager to a Project

You can make any resource a Project Manager of the Project. Follow these steps:

  • Navigate to the project you want to assign a PM for
  • Select to ‘Edit Project’
  • In General Settings modal is a field ‘Project Manager’
  • Click this field to see a list of PM resources
  • Choose the resources you want to Project Manage this particular Project
  • Click Update

The resources you choose will now be made Project Manager of the Project.

Removing a Project Manager from a Single Project

To remove a resource as a Project Manager from a project, follow these steps:

  • Navigate to the Resource or a Project
  • In the General Settings, scroll to the ‘Project Manager’ field
  • Remove the PM role from a resource or a project or add a different one
  • Click Update

Removing the Project Manager role from a Resource

To remove a resource as a Project Manager for all projects, follow these steps:

  • Navigate to Settings
  • Manage
  • Manage Project Managers
  • Locate Resource and click the X
  • Confirm deletion

How to give Project Manager’s access to Project Groups (permissions)

Click for information on how to assign a Project Manager (PM) permissions access to the Project Groups they manage.

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