Resource & Project Groups in Hub Planner

How to add a project group

From the Hub Planner Scheduler navigate to the sidebar.

1. Projects
2. Add New
3. Project Group

A project group modal will appear. Enter the following details:

1. Project Name
2. Choose Manual or Smart group (Smart Group you need Smart Group Extension installed)
3. Add Projects to Group
4. Click Add

1. Project Name
2. Choose Smart group (Smart Group you need Smart Group Extension installed)
3. Add Conditions to Project Group which are based from Custom Fields and Tags. (for example)
   1. Project Type = Local
   2. Status = In Progress
   3. Project Type = Tech Ops
4. Click Add

How to edit a Project Group

From the Project Sidebar:

1. Navigate to Group
2. Click on 3 vertical dotes
3. Edit Group
4. Make changes
5. Add

How to add a Resource group

From the Sidebar within the Scheduler:

1. Resources
2. Add New
3. Resource Group
4. Resource Group Name
5. Manual or Smart group (Smart Group you need Smart Group Extension installed)
6. Add Resources to Groups
7. Add Unassigned Work to Resource Group if required (Unassigned Work Extension Required)
8. Click Add

1. Resource Group Name
2. Choose Smart group (Smart Group you need Smart Group Extension installed)
3. Add Conditions to Project Group which are based from Custom Fields and Tags. (for example)
   1. Resource Location= New York
   2. Level = Senior
   3. Job Title = Designer
4. Add

How to Edit a Resource Group

From the Resources Sidebar:

1. Navigate to Resource Group
2. Click on 3 vertical dotes
3. Edit Group
4. Make changes
5. Add

How to add / remove resources from Projects and Groups:

From Side bar navigate to Active Resources

1. Click Drop Down
2. Select Resource
3. Click on 3 vertical dots
4. Edit Resource
5. Navigate to the 2nd Tab – Project and Groups Management
6. Projects – Add or remove resource from projects
7. Project Groups – Add or remove resource from project groups
8. Update

View Group Dashboard

1. When within the Project / Resource Group Scheduler
2. Click on 3 vertical dots at the top left hand side
3. Select Dashboard

Sort Groups within the sidebar:

1. Group
2. Sort
3. Choose Ascending / Descending / Manual Drag & Drop

Edit Project Role Settings

1. Settings
2. System Settings
3. Roles
4. Edit Resource Rights
5. Add or Remove Resource Groups (Choose who can edit – Account Owner / Admin Manager / Ac Handler 1 / Ac Handler 2 / Team / Contractor)

Edit Resource Role Settings

1. Settings
2. System Settings
3. Roles
4. Edit Project & Events Rights
5. Add or Remove Project Groups (Choose who can edit – Account Owner / Admin Manager / Ac Handler 1 / Ac Handler 2 / Team / Contractor)