Tips & Tricks

• Permissions & Reports
• How to create a Timesheet Report in the Report Builder?
• How to make the ultimate resource report in Hub Planner?
• What Resources are Available?
• How to create a Sick Leave report for last year?

• How to create a new resource in Hub Planner?
• Group Builder – how to create project groups and resource groups
• How to invite a user to my Hub Planner account
• How to Create a Timesheet Manager?
• Bulk Upload Multiple Resources to Hub Planner

• Permissions & Reports
• Legal Secretary User Access Permissions and Role Rights
• How to Create a Timesheet Manager?
• CTO access to view Tech Team Schedule and Projects
• Permissions: How to give Project Manager’s access to Project Groups

• How to build a new smart schedule in Hub Planner?
• Schedule Builder
• Smart Schedules FAQ
• Schedule Booking Menu FAQ
• Capacity Finder FAQ

• Heat Map Report on Events (Sick Leave / Vacation / Training etc)
• How to Create a Resource Vacation Report?
• Add, Edit or Remove Event Information
• Create Public Holidays in Multiple Timezones using Events

• Group Builder – how to create project groups and resource groups
• Create & Assign 2 Booking Rates for 1 Resource/Project
• How to Add A New Project to Hub Planner
• What are Project Milestones?
• Use Booking Categories to Apply Red, Amber & Green (RAG) Status

• Hub Planner API – FAQ
• Ready to Subscribe to Hub Planner
• Audit Log Trail FAQ / Knowledge Base
• Basecamp & Hub Planner Integration FAQ’s
• Bulk Upload Multiple Resources to Hub Planner