Hub Planner Sidebars
So first things first. The top of the sidebar has two tabs. Projects / Resources. when you click on Projects, you will have your projects sidebar. When you click on Resources you. have the Resources sidebar. Each sidebar has a listing of groups or folders. Within each group or folder will have a drop down of projects or resources. As standard, Hub Planner will automatically group your projects and resources by status. For example:
-
Active Resources / Active Projects
-
Archived Resources / Archived Projects
Following on from the standard pre populated group options. You can also create groups within the sidebar. For example, creating a Resource Group by Team Name or Seniority. On the Project side, you might create a project group by client or department etc.
Add+ new
Project Sidebar
Each sidebar is grouped by a status folder like ‘Active Projects’, Pending Projects etc. You can also create Project Groups. For example you might create a project group by client or by department etc. Click the folder which will activate a drop down of projects from that group. The first option will be to view the ‘Group Schedule’ of that folder. When you click Group Schedule, the scheduler will activate the view of all projects within that group. You can subsequently switch the layout of the scheduler view by clicking on the layout modes button (tv icon).
Resources Sidebar
Example Resource Group view
- Click ‘Resources’ tab
- Select ‘Designers’ group
- Select the ‘Group Schedule’ option to view all bookings of the resource group.
- Click the magnifying glass to switch the scale of the scheduler
- Click the TV Icon to switch between layout views.
View Modes
- Grouped
- Single Rows (Resource & Project)
- Single Rows (Resource)
Each mode will switch the layout of the scheduler differently. Pick and choose which layout best suits the currently scenario or which you find most useful. Playing around with the different view modes can help with providing the overall picture and a quick click to get a more detailed overview. Management and resources planners will get a lot out of this feature which will be super helpful in planning and scheduling.
Sidebar Help
I think these articles in the Knowledge Base might also be of help to you too?