The following resource status options are available in Hub Planner.
Parked (Do not count towards resource usage)
This is a standard active resource.
An archived resource is removed from the bookings grid and blocks the user from logging in to the system. You can still generate reports and analytics on Archived Resources.
This prevents resources with this status appearing on the bookings grid. This is useful if you want to add a CEO or other resources in the management or finance teams who want to use the tool but don’t need to be available for booking.
You can park a resource which means they will not be able to access the system, and their data will be temporarily removed from the platform. No data will actually be lost, so you can add them back at a later date.
Parked Resources Note:
Please note that Parked resources do not count towards your active and current resource limits. If you park resources, this will not automatically adjust your resource allocation amount through billing. You will need to downgrade your account limits via the settings billing page in order to make billing adjustments on your overall resource limits.
How to apply a Resource Status?
Switch and apply resource statuses via the Resource Modal. Located within the first tab is Basic Information. Scroll towards the bottom of the resource modal and select the resource status from the drop down list. The default setting will be set to Active. For any changes, be sure to click ‘Update’ when ready to save.
How to access the Resource Modal?
There are a number of options on how to access the Resource Modal.
Via the Scheduler, click the 3 vertical dots of the selected resource. Select ‘Edit Resource’ to open the Resource Modal.
From Settings -> Manage -> Manage Resources. Here you have sight of all Resources stored in Hub Planner. Click the arrow for the drop down list and select ‘Edit Resource’.