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Scheduler Customization Hints & Tips

Estimated reading time: 15 min

Scheduler Customization

Let’s take you through scheduler customization and how to personalize and customize your Hub Planner Resource Planning scheduler.

Can I customize my Scheduler?

Yes, we have an extensive Scheduler Customization toolbar that allows you to personalize your scheduler as you like. The toolbar is located within the top right hand side of the Scheduler. Simply click on the ‘Show Custom Sidebar’ (cog icon) where the toolbar will pop out from the right hand side. Scroll down the side bar for the various options to tailor your Scheduler settings. There is a whole article dedicated to this: Scheduler Customization Tips and Tricks

All settings are saved for your user account only. For any Account Owners, there are a number of Scheduler settings you can deploy at a global level. These options can be found within your ‘Settings’ page.

Scheduler Toolbar

If I want to view change my scheduler view from 60mins to 30mins, how do I do this?

To adapt a more in depth view of your day, we can breakdown the hours to 30min intervals.  To create this setting, you will need to be an Account Owner.  Within the Settings page, scroll down to System Settings, followed by Account Settings.  Subsequently scroll down to Day Grid Spacing where you can select either 30 minute or 60 minute spacing in hour view.  Lastly, to activate you will need to select Save changes at the bottom of the page.

How to alter my scheduler view from days to hours?

There are 6 options in how you can scale your Hub Planner scheduler.  Scale options include:

  • Hours
  • Days
  • Weeks
  • Months
  • This Week
  • This Month

There are two ways in which you can alter the scale of your Scheduler.

Option 1 – You can opt to alter from the Scheduler Customzation sidebar.  Scroll to the bottom of the sidebar to the heading ‘Default Scale’.   The drop down will provide the 6 available options.  Select your desired choice and exit the sidebar.  You may need to refresh the page for the personalization to take affect.

Option 2 – At the top left of your scheduler.  Click on the magnifying glass icon (see image below).  A drop down will appear and provide the 6 available options. Simply click on your scale

Scheduler Settings

Can I customize the column width / height of the scheduler view?

Absolutely, you have many options to customize your scheduler view.   From the Scheduler Customization sidebar, these are the very first two options.  You have the options to alter the width of the various scales (Hours, Days, Weeks, Month).  Further on, you can customize the booking height from XS to XL.  Play around with the options to see which best suits your view.   You may need to refresh the page for the customization to take place.

Scheduler Customization

Availability Display Options

The Scheduler Customization sidebar allows you to display your availability capacity over each booking.  You have the option to alter the format in which it’s shown.  Choose between a bar or numbers.  Alternatively, you can disable this option if you wish.

You also can quickly display your availability by hovering over a cell.  To activate, you just need to tick the box within the Scheduler Customization sidebar under the heading of ‘Display Availability on Cell Hover’.

Display Availability

Scheduler Footer

A really dynamic feature of Hub Planner is the footer display.   The Scheduler Footer has a multitude of add’s and edits that allowing you to make clever changes super quickly.  To activate the toolbar you need to click show/hide ‘Display Scheduler Footer’.
Scheduler Footer

The ‘Quick Navi’ in the bottom left hand footer allows you to quickly search for a Project, Resource, Event or Group.  As soon as you type, the filtered entries appear.  Select what you’re looking for and it will take you directly to where you need to be.

Once you have selected a booking, you have multiple options at the bottom of the scheduler.  Options allow you to Cut / Copy / Delete / Duplicate / Notes & Links / Edit the booking.

If you click on the bottom right hand bars a pop up will appear that allows you to add / edit notes to the booking.  Other options include the ability to add booking tasks, add third party links and viewing booking information.

Display Milestone Name

Within the scheduler you have the option to display the name of any Milestones you have scheduled.  The name of the Milestone will appear alongside the diamond icon.  Alternatively, if you choose not to display the Milestone – you can always hover over the milestone where the information will appear in a pop up for you.  This can be handy if you have a heavily filled scheduler.