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Unassigned Work

Estimated reading time: 6 min

Lets look at how to create, edit and manage Unassigned Work. How to set up cateogires, via the Scheduler or Settings. We also look at the Unassigned Work Modal that allows you to add categories to resource and project groups, billing rates, custom fields, as well as basic information.

Adding Unassigned Work Categories

To add categories to the unassigned work extension. Login to your account, navigate to Settings and choose Unassigned Work from the sidebar. From here you will be able to add as many categories as allowed.

Manage Unassigned Licenses

Each category consumes 1 unassigned license. You can purchase licenses from the Unassigned Category page or when you are subscribing. To add or remove unassigned work licenses. Login to your account, navigate to Settings and choose Unassigned Work from the sidebar. Choose “Add More Licenses” and you will be presented with a pop-up allowing you to manage your licenses.

Deleting Unassigned Work

Choose the ‘x’ button located to the right of the category. Clicking it will show a modal which you need to confirm deletion. Deleting a category will free up a license. Please note, that deleting a category will delete all scheduled bookings on that category. If you are unsure, please create a new category as there is no undo.

Scheduling Unassigned Work

To schedule unassigned work, navigate to the scheduler. All unassigned categories should be visible at the top of the scheduler. If not, click the Unassigned Work Label on the left. Booking Unassigned work is easy. You can schedule them on the scheduler the same way you would schedule a Project.

Unassigned Work Menus

To the right of each unassigned work row, there is a menu which provides various options around Unassigned Work Rows.

Where to apply Unassgned Work?

Unassigned Work can be added to the following components within Hub Planner:

  • Project.
  • Project Group.
  • Resource Group.

You cannot add an unassigned work row to a resource. You can add to a resource group.

Reports

Unassigned Work reports can be generated from the report templates. There are two preformatted templates for unassigned work.

  • Scheduled Time
  • Booking Categories

To access, you can navigate to the Unassigned Work report folder. Alternatively scroll along the report sidebar and expland Unassigned Work.  For more information on how to edit, filter, share and download reports click the Reports Link.

Unassigned Work Report

Role Permissions

You can set different role permissions for the Unassigned Extension Scheduling and viewing rights. As a Project Manager there is also an additional role setting for you to Schedule Unassigned and view Unassigned Work for the projects you are managing if you do not have global permissions to see all Unassigned.

Unassigned Work Role Permissions

Adding Unassigned Work Categories via the Settings Page

You can add categories to your “Unassigned Work” via the “Settings page” located in the top right header.

  • Navigate to the “Settings” page in the top right header
  • Under “Manage Extensions” in the left Sidebar, chose “Unassigned Work”
  • Type the Category Name in the given field and click “Add

Unassigned Work Settings

Adding Unassigned Work Categories via Scheduler

Another way to add “Unassigned Work Categories” can be done via the Scheduler in a very simple way.

  • Navigate to your Scheduler
  • Click on the three dotted sign to the right side of the “Unassigned Work” cell
  • Select “Add More Categories”
  • Then just type the name of your Unassigned Category in the field and click “Add”
Unassigned Work Settings

Editing Unassigned Work Categories via the Main Sidebar

To edit Unassigned Work Cateogires via the left Main Sidebar:

  • Select “Resources” and subsequently “Unassigned Work” which lists your Unassigned Work Categories
  • Click on the small arrow sign to the right side of the Unassigned Work Category you wish to edit
  • Finally, chose “Edit Unassigned…”

Unassigned Work Sidebar

Editing Unassigned Work Categories via the Scheduler Menu

To edit “Unassigned Work Category” via the Scheduler is simple:

  • Navigate to your scheduler and click on the three dotted sign located to the right of your Unassigned Work Category
  • Then just select “Edit Unassigned…”
Unassigned Work Scheduler

Editing Unassigned Work Category via Right Click on Booking Cell

Alternatively, you can also edit “Unassigned Work” by a right-click on any Booking cell.

  • In your selected Unassigned Work Category, right click any booking cell
  • Select “Edit Unassigned…”
Unassigned Work Scheduler