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.
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
How to set up a Project Manager?
Follow these simple steps to set up a resource as a Project manager.
Search for Resource you with to add as a Project Manager
The Resource is now automatically added to the list of Project Managers
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
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
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 Project Managers
Locate Resource and click the X
How to give Project Manager’s access to Project Groups (permissions)